Best Mailchimp report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Mailchimp report templates. Used and made by +10,000 marketers in over 60 countries.

Email marketing report template for marketing teams and agencies

Analyze key metrics like conversion and bounce rates with this Email marketing report template. Track campaigns by name, type, and duration. Consolidate data from Mailchimp, Klaviyo, ActiveCampaign, and Hubspot. Segment by demographics and engagement levels. Ideal for marketing teams to measure performance and optimize strategies.

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Awareness report template for marketing teams and agencies

Awareness report template consolidates key metrics like CTR, CPA, and conversion rate from Social Media, Instagram Insights, and LinkedIn Pages. Analyze demographics, psychographics, and behavior over time. Perfect for marketing teams to track performance and strategy, providing actionable insights into audience engagement and organic search ranking.

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Omni-channel report template for marketing teams and agencies

Optimize your marketing strategy with this Omni-channel report template. Track metrics like conversion rate, ROAS, and AOV across CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Analyze customer demographics and behavior. Segment by timeframes for actionable insights. Perfect for marketing teams seeking unified analytics and performance measurement.

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SEO competitors report template for marketing teams and agencies

Optimize your strategy with the SEO competitors report template. Analyze conversion rates, cost per conversion, and customer lifetime value. Track social media shares, CTR, and organic search visibility. Segment by demographics, psychographics, and time. Perfect for marketing teams aiming to measure performance and refine tactics against SEO competitors.

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Video marketing report template for marketing teams and agencies

Optimize your social media and YouTube strategies with this Video marketing report template. Track CTR, conversion rate, ROI, likes, shares, and views. Analyze demographics, psychographics, and geographic data. Gain actionable insights to enhance performance and meet marketing goals. Perfect for marketing teams seeking to unify key metrics and drive success.

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Paid media report template for marketing teams and agencies

Analyze key metrics like CTR, conversion rate, and CPA with this Paid media report template. Integrate data from Facebook Ads, TikTok Ads, Google Ads, and more. Segment by location, age, and interests. Ideal for PPC specialists to track performance and refine strategies across platforms using Google Analytics 4.

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Web analytics report template for marketing teams and agencies

Optimize your marketing strategy with this Web analytics report template. Track conversion rates, ROI, and audience size using Google Analytics 4. Analyze key metrics by campaign, demographics, or time. Perfect for marketing teams to consolidate data and enhance performance. Monitor sessions, impressions, and reach for actionable insights.

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Blog report template for marketing teams and agencies

Blog report template: Track and measure key metrics like click-through rate, lead conversion, and customer acquisition cost. Analyze audience dimensions—demographic, behavioral, and income level—using Google Analytics 4. Ideal for content marketing teams to unify strategy and achieve campaign goals efficiently.

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Website report template for marketing teams and agencies

Analyze key metrics with this Website report template. Track conversion rates, average order value, and customer lifetime value. Measure audience demographics, interests, and behavior using Google Analytics 4. Segment data by time periods. Perfect for marketing teams to consolidate insights and refine strategies.

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What is a Mailchimp report?

A Mailchimp report is a tool that consolidates data from Mailchimp to track and display key performance indicators (KPIs) (e.g., open rates, click rates, subscriber growth), enabling teams to monitor email campaign performance and create presentations for clients and executives. 

Mailchimp reports are typically built using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.

What to include in a Mailchimp report?

An actionable Mailchimp report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive Mailchimp reports

Executive reports for CMOs, CEOs, and clients show email marketing's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • Email ROI analysis: by campaign, using attribution for large budgets.
  • Subscriber growth analysis: new subscribers, unsubscribes, and net growth
  • Cohort analysis: engagement and retention by subscriber cohort (sign-up period, source)
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Mailchimp manager reports

Manager reports have campaign views with drill-downs to see performance by client, brand, region, team member, and campaign. They help align teams, define tactics, and include:

  • Campaign reporting: overall email performance across different campaigns
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for email strategies and tactics
  • Audience research

Operational Mailchimp reports

Operational reports for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • Email: delivery, open, click rates, bounce rates
  • Subscriber metrics: growth, engagement, segmentation

Operational Mailchimp reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.



How to build a Mailchimp report?

To build a Mailchimp report, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the report, design and share via link, PDF or email. 

Here’s the breakdown: 

Connect data sources

Define and connect the data sources to bring to your report. Common sources are Mailchimp for email data, CRM for customer data, and Google Analytics for web analytics.

To connect your data sources, go to portermetrics.com, choose the data sources to bring to your report. 

You can follow these tutorials on connecting your data:

Choose a template

Choose from dozens of Mailchimp report templates in Google Sheets or Looker Studio, designed for use cases like email performance monitoring, subscriber growth, and engagement analysis. 

Learn to copy Looker Studio templates

While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom conversions, CRM contact data, and all the fields and metrics that you define as "conversions" and "revenue".

Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your Mailchimp reporting use cases, such as email performance monitoring, subscriber growth, and engagement analysis. 

Select metrics, dimensions, and charts

Once your report template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g., Opens, Clicks, Unsubscribes, Revenue, etc.). 
  3. Choose breakdowns to segment your data (e.g., by date, campaign name, audience segment, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your Mailchimp reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your Mailchimp reports:

Share

Share your Mailchimp reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a Mailchimp report?

Mailchimp reports should include a mix of funnel—visibility, engagement, conversion—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of email campaigns towards business goals. They include:

Email funnel KPIs measure the subscriber journey, regardless of the channel: 

  • Visibility metrics: email deliveries, open rates
  • Engagement metrics: click rates, shares, forwards
  • Conversion metrics: custom conversions, purchases, key events

Efficiency KPIs compare your email outputs to the cost, including:

  • Visibility: Cost per Email Sent
  • Engagement: Cost per Click
  • Conversion: Cost per Acquisition, Cost per Purchase 

Effectiveness KPIs compare the input with the output from one funnel stage to another

  • Visibility: Open Rate
  • Engagement: Click-through Rate, engagement rate
  • Conversion: Conversion rate

Sales and cost KPIs show the bottom-line impact of your email performance:

  • Sales: customers, revenue
  • Cost: email spend, OPEX, payroll
  • Efficiency: ROI, ROAS, CAC
  • Effectiveness: Average Order Value, Average Customer Value

To analyze these email KPIs, segment them by:

  • Channel: email, social, Mailchimp vs other platforms
  • Time: Hourly, daily, weekly, monthly
  • Campaign: funnel stage, objective
  • Business: client, branch, region
  • Audience: geo, tech, demographics, interests, behavior, placement
  • Content: creatives, format, topic, keyword