Funnels report template for marketing teams and agencies

A Funnels report should include breaking down metrics by visibility (e.g., impressions, reach), engagement (e.g., likes, comments), and conversion metrics (e.g., click-through-rate, conversions). The data should be segmented by campaign, channel (e.g., Facebook, Instagram), audience (e.g., age, gender), content type (e.g., image, video), objective (e.g., awareness, sales), and date. For example, the report can show the impressions and reach of a specific campaign on Facebook for a particular audience segment over a given period.

To analyze the data for a Funnels report, the following steps need to be followed: 1) Choose metrics: Break down the data by visibility metrics (e.g., impressions, reach), engagement metrics (e.g., likes, comments), and conversion metrics (e.g., conversions, sales). 2) Add context: Compare the metrics against cost (e.g., cost per impression, cost per conversion), date range (e.g., week over week, month over month), goals (e.g., increase conversions, improve engagement rates), rates (e.g., engagement rate, conversion rate), and benchmarks (e.g., industry average engagement rates, competitor conversion rates). 3) Segment data: Analyze the data by campaign (e.g., marketing campaign A vs. marketing campaign B), channel (e.g., Facebook vs. Instagram), audience (e.g., male vs. female), content (e.g., video vs. image), objective (e.g., brand awareness vs. lead generation), and date (e.g., before and after a specific event). Examples for context and segmentation: Compare the engagement rate of a Facebook video campaign targeted at females aged 18-34 against the industry benchmark. Analyze the conversion rate of a specific email marketing campaign over different months to identify trends and improvements. Note: This response focuses on providing a framework for the report analysis and does not mention the benefits of conducting a Funnels report.

To build a Funnel dashboard, 1) connect your data and accounts from sources like Google Analytics or CRM systems. 2) Select metrics such as conversion rates, bounce rates, or session durations to monitor performance. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, or date. For example, you might want to see how a specific product performs among a certain audience. 4) Add filters or buttons to make your report interactive, such as a date range filter or a button to switch between different campaigns. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A Funnels dashboard is a visual tool that tracks and analyzes the progress of potential customers through different stages of the buying process, from awareness to conversion. It is significant for businesses as it helps identify bottlenecks in the sales process, optimize marketing strategies, and improve conversion rates. Tools like Looker Studio, Google Analytics, and Tableau are commonly used to create these dashboards, which typically include key elements like the number of leads at each stage, conversion rates, and customer drop-off points. Real-time data monitoring is crucial as it allows businesses to make immediate adjustments to their strategies based on current trends. For a detailed 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.