How to Create the Perfect Marketing Report?

Sean Davis
4 min readOct 5, 2022
How to Create the Perfect Marketing Report?

A marketing report is an irreplaceable and inevitable document for marketers. Basically, it’s an overview of the latest data that holds relevance to your client’s digital marketing campaigns.

Why is having a comprehensive marketing report beneficial to both you and your clients?

The report provides your clients with a clear path towards their goals and objectives, helping them make data-backed decisions for their company.

The report also aids in your agency’s growth as you can pitch your client's campaigns and ideas based on your results.

There are also a variety of other benefits of marketing reports. These documents help build a lasting, strong relationship with your clients and also ensure that you and your client are moving in the right direction.

In this post, we’ll discuss in detail the importance of a marketing report and how to create the perfect one. Let’s begin:

The Importance of a Well-Designed Marketing Report

If you think about it, a marketing report is like the identity of your agency.

Here’s a closer look at the benefits of a great marketing report:

  1. It creates an excellent impression on your clients.
  2. It displays the hard work you put into your marketing strategies.
  3. Easy-to-read, professional-looking documentation adds value in your client’s eyes.

Note: You can use DashClicks’ marketing analytics software to monitor and report on all your campaigns in a single place.

DashClicks’ Analytics App

What Needs to Be Included in Your Marketing Report?

When it comes to creating quality reports, knowing the basics is crucial. You should be aware of what to include in a marketing report to provide quality report which includes the following elements:

1. Client-Specific Data

For your clients to appreciate and read your marketing report, you need to show them if their goals are met. All they want is easy-to-understand reports along with the “desired results.”

Here’s how client specific data needs to be included in your report:

The marketing report should start with the exact data your clients want to see. The first page should gather all the crucial data upfront, along with insights to explain it. The other pages of the report can include more details such as important metrics.

Note: Ensure to include both good as well as bad numbers in your report. This shows transparency, something that helps build valuable relationships with your client.

2. SEO Data

SEO (search engine optimization) provides your clients an edge over their rivals by bringing more visitors through organic search. Some crucial KPIs to remember when you create your marketing report are:

A. Organic traffic

B. Backlinks

C. Paid search

D. Best performing landing pages

E. Pages per session

F. Keyword ranking

3. Website Data

Your report must include your client’s website performance. It should provide a gist of how things are when it comes to their web presence.

Make sure you include these KPIs in your report:

Pageviews, new vs returning users, bounce rate, total sessions, conversion rate, and website visitors or website traffic.

4. Digital Advertising Campaigns’ Data

In your report, you must include KPIs as per the objective of the digital advertising campaign. The typical KPIs you can include in your report are:

A. Budget

B. Click-through rate

C. Conversions

D. CPC

E. Conversion rate

F. Cost per conversion

G. ROI

What to include in a marketing report?
What to include in a marketing report?

When to Send Your Marketing Report?

You can send a daily, weekly, monthly, quarterly, or even yearly report. But to properly track your data and to be highly efficient, creating a monthly marketing report is recommended.

When you decide to send monthly marketing reports, you have sufficient time to gather significant data. Your clients are also better able to make decisions when they rely on monthly reports.

Quarterly and yearly reports don’t offer the flexibility to change direction if something doesn’t go right. There is also no use in sending a daily report. If you think about it, they aren’t really strategic in nature.

Conclusion

Now that you know what to include in a marketing report, you are in a more informed position to create one. Don’t forget to include specific data, SEO data, website data, and digital advertising campaigns’ data in your SEO client report. Also, ensure you create an easy-to-read, professional-looking document that not only impresses your clients but showcases your hard work as well. You can also take the help of a white-label analytics platform to monitor and report on all your marketing campaigns in one place.

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Sean Davis

Technical Writer | Community Manager. I can easily fall prey to awesome words!