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

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

Lead generation report template for marketing teams and agencies

Optimize your strategy with the Lead generation report template. Track conversion rates, cost per conversion, and ROI. Analyze B2B, CRM, Email Marketing, and Facebook Ads data. Segment by audience, demographics, and behavior. Measure SQLs, sales cycle length, and CRM contact performance. Ideal for marketing teams seeking actionable insights.

AOV report template for marketing teams and agencies

Analyze key metrics with the AOV report template. Measure conversion rates, average order value, and CPC. Integrate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, campaign, and time. Perfect for marketing teams to track performance and refine strategies.

Facebook Ads Messenger report template for marketing teams and agencies

Track and analyze key metrics with this Facebook Ads Messenger report template. Measure CTR, conversion rate, and ROI. Explore demographic, psychographic, and behavioral dimensions. Leverage data from Social Media, Facebook Insights, and PPC. Ideal for marketing teams to assess performance and refine strategies.

Google Ads Keyword analysis report template for marketing teams and agencies

Track key metrics like conversion rate, CTR, and impressions with the Google Ads Keyword analysis report template. Analyze performance by campaign type, device, and more. Consolidate data from Google Ads and Keywords. Ideal for PPC specialists to optimize strategy and meet marketing objectives. Segment by time for specific insights.

Agency report template for marketing teams and agencies by Porter (2024)

Get the actual Agency template used by Porter to monitor Marketing performance.

SEM report template for marketing teams and agencies

Optimize your SEM strategy with this report template. Analyze cost per conversion, conversion rate, and ROAS. Measure click-through rate, social media engagement, and organic search ranking. Segment by audience, content, platform, and more. Perfect for PPC specialists to track Google Ads and Paid Media performance.

Paid media Creative performance report template for marketing teams and agencies

Analyze key metrics with the Paid media Creative performance report template. Measure CTR, CPA, and conversion rates across Facebook, TikTok, and Google Ads. Segment by audience, message, and channel. Track impressions, reach, and engagement. Ideal for marketing teams to refine PPC strategies and meet specific goals.

SEO Serp tracking report template for marketing teams and agencies

Optimize your strategy with the SEO Serp tracking report template. Track conversion rates, click-through rates, and customer lifetime value. Analyze keyword performance, demographics, and behavior. Gain insights on competition and ROI. Ideal for marketing teams to consolidate data and achieve specific goals.

Google Ads PMax report template for marketing teams and agencies

Track key metrics with this Google Ads PMax report template. Measure conversion value, CTR, and impressions. Analyze by campaign type, audience segment, and time period. Consolidate data from Google Ads and Paid Media for actionable insights. Ideal for marketing teams focused on optimizing PPC performance and achieving strategic goals.

Peso model report template for marketing teams and agencies

Analyze key metrics such as leads, conversion rates, and engagement with the Peso model report template. Evaluate campaign performance across Facebook Ads, Instagram Insights, and SEO. Segment by audience demographics and timeframes. Perfect for marketing teams to track e-commerce and social media strategies efficiently.

Marketing campaign report template for marketing teams and agencies

Optimize your strategy with this Marketing campaign report template. Track KPIs like conversion rate, cost per conversion, and click-through rate. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by audience, channel, or time. Ideal for marketing teams aiming to achieve campaign goals effectively.

Digital marketing report template for marketing teams and agencies

Optimize your strategy with this digital marketing report template. Track metrics like conversion rate, CTR, and ROAS. Analyze demographics and behavior across CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by timeframes for actionable insights. Perfect for marketing teams to measure performance and align with objectives.

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.

Google Ads Audience report template for marketing teams and agencies

Analyze key metrics such as conversion rate, CTR, and engagement with this Google Ads Audience report template. Track audience segments and campaign types over various timeframes. Designed for PPC specialists to measure performance and refine strategies using data from Google Ads and Paid Media.

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.

What is an inbound marketing report?

An inbound marketing report is a document that consolidates data from multiple sources (e.g., HubSpot, Google Analytics, social media platforms) to track and display key performance indicators (KPIs) (e.g., lead generation, conversion rates, website traffic), enabling teams and agencies to monitor inbound marketing efforts and create presentations for clients and executives.

Inbound 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 inbound marketing report?

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

Executive inbound marketing reports

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

Inbound ROI analysis: by channel, using attribution models for large budgets (≈100k/mo).
Lead funnel analysis: lead generation, conversion rates, and customer acquisition costs
Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel)
Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Inbound marketing manager reports

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

Cross-channel reporting: overall campaign, product, client, or region reporting across channels
Goal tracking: compare current performance vs objectives
Content performance analysis: blog posts, landing pages, and social media content
SEO analysis for keyword and content strategy
Topic, keyword, content, audience research

Operational Inbound Marketing Reports

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

Content marketing: blog traffic, engagement, lead generation
Social media: post metrics, follower growth, engaging topics/hashtags
Email marketing: delivery, open, conversion rates
SEO: keyword/page rankings, impressions, clicks, speed, errors, backlinks

Operational inbound 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 inbound marketing report?

To build an inbound 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 HubSpot for CRM and lead data, GA4 for web analytics, and social media platforms for engagement metrics.

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 inbound marketing report templates in Google Sheets or Looker Studio, designed for use cases like lead tracking, content performance, and SEO 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, GA4 events, 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 inbound marketing reporting use cases, such as lead tracking, content performance, and SEO 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:

Select the data source and the account connected to it
Choose metrics (e.g., Leads, website traffic, conversion rates, etc.).
Choose breakdowns to segment your data (e.g., by date, campaign name, content type, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Follow these tutorials to design your inbound marketing reports:

Share

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

KPIs to include in an inbound marketing report?

Inbound 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 inbound marketing efforts towards business goals. They include:

Inbound funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel:

Visibility metrics: website visits, social media reach, email deliveries
Engagement metrics: clicks, comments, shares, blog reads, average session duration
Conversion metrics: leads, MQLs, SQLs, customer acquisitions

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

Visibility: CPM (Cost per Mille)
Engagement: CPC (Cost per Click)
Conversion: CPA (Cost per Acquisition), CPL (Cost per Lead)

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

Visibility: Frequency
Engagement: CTR, engagement rate
Conversion: Conversion rate

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

Sales: customers, revenue
Cost: marketing spend, OPEX, payroll
Efficiency: ROI, ROAS, CAC
Effectiveness: AOV, ACV

To analyze these inbound marketing KPIs, segment them by:

Channel: organic, social, email marketing

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