Best Email Marketing report templates for marketing teams and agencies (2024)

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

A/B testing Report template for Marketing teams and agencies

Optimize your campaigns with this A/B testing report template. Measure conversion rates, ROI, and click-through rates. Analyze target audience, demographics, and campaign messages. Consolidate data from Email Marketing and Copy for actionable insights. Ideal for marketing teams to track performance and refine strategies.

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ActiveCampaign Report template for Marketing teams and agencies

Track and measure key metrics with the ActiveCampaign automation report template. Analyze conversion rates, ROI, and click-through rates across demographics and psychographics. Integrate CRM and email marketing data for actionable insights. Ideal for B2B marketing teams to optimize performance and achieve specific goals.

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CRM Report template for Marketing teams and agencies

CRM report template tracks key metrics: conversion rate, cost per acquisition, ROI. Analyze demographic, geographic, and psychographic data. Measure sales cycle length, average deal size, and CRM contact conversion. Ideal for B2B and email marketing teams to consolidate insights and refine strategies.

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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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HubSpot Report template for Marketing teams and agencies

Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.

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Community manager Report template for Marketing teams and agencies

Community manager Social Media report template tracks key metrics like conversion rate, cost per conversion, and engagement. Analyze dimensions such as campaign duration, budget, and audience demographics. Monitor likes, shares, and comments across Social Media platforms. Ideal for community managers to consolidate data and refine social media strategy.

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Google Analytics 4 Report template for Marketing teams and agencies

Optimize your e-commerce strategy with this Google Analytics 4 report template. Track conversion metrics, session duration, and bounce rate. Analyze impressions, CTR, and average position. Segment by campaign, age, gender, and device. View data by hour, day, or year. Perfect for marketing teams to enhance website performance and achieve objectives.

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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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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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Creator marketing Report template for Marketing teams and agencies

Track key metrics like CTR, conversion rate, and ROAS with the Creator marketing report template. Analyze audience breakdowns by demographics, psychographics, and behavior. Measure engagement through likes, shares, and comments. Utilize data from Social Media, Instagram Insights, and LinkedIn Pages. Optimize strategy with actionable insights segmented by time periods. Ideal for marketing teams.

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Youtube Report template for Marketing teams and agencies

Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.

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What is an email marketing report?

An email marketing report is a document that consolidates data from multiple sources (e.g., Mailchimp, HubSpot, Salesforce) to track and display key performance indicators (KPIs) (e.g., open rates, click-through rates, conversion rates), enabling teams and agencies to monitor email campaign performance and create presentations for clients and executives. 

Email marketing reports are typically created 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 an email marketing report?

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

Executive email marketing 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, churn rate, and net growth.
  • Cohort analysis: engagement and conversion by subscriber cohort (sign-up period, acquisition source).
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Email marketing manager reports

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

  • Campaign performance reporting: overall email campaign performance across different segments.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues.
  • Competitive analysis for email strategies and tactics.
  • Content and audience research.

Operational Email Marketing Reports

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

  • Email: delivery, open, click-through, and conversion rates.
  • Subscriber metrics: list growth, unsubscribe rates, bounce rates.

Operational email marketing 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 an email marketing report?

To build an email marketing 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 and HubSpot for email performance, CRM for subscriber data, and Google Analytics for web engagement.

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 email marketing report templates in Google Sheets or Looker Studio, designed for use cases like campaign 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 email marketing reporting use cases, such as campaign 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, Conversions, Revenue, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, campaign name, email type, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Follow these tutorials to design your email marketing reports:

Share

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

KPIs to include in an email marketing report?

Email marketing 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 buying process (from the marketer perspective), regardless of the channel: 

  • Visibility metrics: email deliveries, open rates
  • Engagement metrics: clicks, forwards, shares, average time on email
  • Conversion metrics: custom conversions, leads, purchases, key events

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

  • Visibility: Cost per Thousand Emails Sent (CPM)
  • Engagement: Cost per Click (CPC)
  • Conversion: Cost per Acquisition (CPA), Cost per Lead (CPL) 

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

  • Visibility: Open rate
  • Engagement: Click-through rate (CTR), engagement rate
  • Conversion: Conversion rate

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

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

To analyze these email marketing KPIs, segment them by:

  • Channel: email type, source
  • Time: Hourly, daily, weekly, monthly
  • Campaign: funnel stage, objective
  • Business: client, branch, region
  • Audience: geo, tech, demographics, interests, behavior, placement
  • Content: subject lines, format, topic, keyword