CMO report template for marketing teams and agencies

A CMO report should include breaking down metrics by visibility, engagement, and conversion metrics, segmenting data by campaign, channel, audience, content, objective, and date. For example, providing the number of impressions, click-through rates, and conversion rates for each campaign, channel, and content piece allows for a thorough analysis of performance and optimization opportunities. Additionally, segmenting data by audience and objectives helps identify target audience preferences and successful strategies.

To analyze data for a CMO report, follow these steps: 1) Choose metrics such as website visibility (page views, unique visitors), engagement (average time on page, social media interactions), and conversion (conversion rate, sales revenue). 2) Add context by comparing metrics to cost (e.g., cost per click), date range (month-over-month or year-over-year comparisons), goals (targeted benchmarks), rates (bounce rate, click-through rate), and benchmarks for the industry. 3) Segment data by campaign (e.g., email campaign, social media campaign), channel (website, social media platforms), audience (demographics, interests), content (blog posts, videos), objective (awareness, lead generation), and date (specific time period). Examples: Compare the engagement rate of a Facebook campaign in March 2022 to the cost per click benchmark for the industry during the same period. Segment the conversion data of a specific email campaign by audience demographics and compare the conversion rates among different age groups.

To build a CMO dashboard, 1) connect your data and accounts such as Google Analytics, social media platforms, and CRM. 2) Select the metrics to monitor performance like website traffic, conversion rates, and customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date. For example, you can segment data by a specific marketing campaign or a particular product. 4) Add filters or buttons to make your report interactive, such as a filter to view data from a specific time period. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A CMO dashboard is a visual tool that provides a comprehensive overview of a company’s marketing performance metrics. It is significant for businesses as it aids in making informed decisions, tracking ROI, and strategizing marketing efforts. Tools commonly used to create a CMO dashboard include Looker Studio, Tableau, and Power BI, and key elements typically included are KPIs, marketing analytics, customer data, and campaign performance. Real-time data monitoring is crucial as it allows for immediate response to trends and issues. For learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.