Daily Marketing performance report template for marketing teams and agencies by Porter (2024)

A daily report should include visibility metrics such as impressions and reach; engagement metrics like clicks and reactions; and conversion metrics including conversions and ROI. The data should be segmented by campaign, channel, audience, content, objective, and date. For example, a report might break down impressions by campaign to show the effectiveness of different marketing initiatives. Keep it concise and start with “A daily report should include.”

To analyze the daily report, first choose metrics such as visibility (impressions, reach), engagement (clicks, likes, shares), and conversion metrics (conversions, revenue). Break them down by visibility (e.g. impressions per channel), engagement (e.g. click-through rate), and conversion metrics (e.g. conversion rate). Add context by comparing against cost (cost per click, cost per conversion), date range (daily performance trends), goals (e.g. target conversion rate), rates (e.g. engagement rate), and benchmarks (industry average conversion rate). Segment data by campaign (performance of each campaign), channel (performance across social media platforms), audience (demographics contributing to conversions), content (best performing content), objective (performance based on campaign objective), and date (daily performance comparison). For example, analyze impressions per channel to understand the effectiveness of different marketing efforts. Be succinct and provide concise examples contextual to the topic without mentioning benefits.

To build a daily marketing dashboard, 1) connect your data and accounts such as Google Analytics, social media platforms, and CRM. 2) Select metrics like click-through rates, conversion rates, and customer acquisition costs to monitor performance. 3) Segment data by campaign, channel, audience, product, customer content, objective, and date for a detailed analysis. 4) Add filters or buttons like date range or product category to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or links for easy access.

A daily marketing dashboard is a visual representation of key marketing performance metrics, providing businesses with insights to make data-driven decisions. It is significant as it allows real-time monitoring of marketing efforts, helping to identify trends, measure efficiency, and adjust strategies promptly. Tools like Looker Studio are commonly used to create these dashboards, which typically include elements like traffic sources, customer engagement, conversion rates, and ROI. Real-time data monitoring is crucial as it provides immediate feedback on marketing strategies. For a comprehensive guide on creating 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.