Marketing Funnel report template for marketing teams and agencies

A marketing funnel report should include a breakdown of metrics by visibility (e.g. impressions, reach), engagement (e.g. clicks, shares), and conversion metrics (e.g. leads, sales). It should segment data by campaign (e.g. summer sale), channel (e.g. social media), audience (e.g. age group), content (e.g. blog post), objective (e.g. brand awareness), and date (e.g. monthly). For example, a report might show the number of impressions, clicks, and conversions for a specific campaign on social media targeted at a particular audience group, linked to a specific content piece, with the objective of generating brand awareness during a specific time period.

To analyze marketing funnel data, choose metrics such as visibility (impressions, reach), engagement (click-through rate, time on site), and conversion (conversion rate, purchase value). Break down these metrics by campaign, channel, audience, content, objective, and date. Add context by comparing them against cost, date range, goals, rates, and industry benchmarks. For example, compare the conversion rate for a specific campaign with the overall average conversion rate. Segment data to gain insights, like analyzing the engagement metrics for a particular audience segment. Be succinct and avoid mentioning benefits.

To build a marketing funnel dashboard, 1) connect your data and accounts such as Google Analytics, Facebook Ads, or CRM tools. 2) Select the metrics to monitor performance, for example, click-through rates, conversion rates, or customer acquisition costs. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date. For instance, you might want to compare the performance of an email campaign versus a social media campaign. 4) Add filters or buttons to make your report interactive, such as a date range filter or a product category filter. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A Marketing funnel dashboard is a visual tool that tracks and analyzes the performance of marketing funnel processes, helping businesses to understand customer behavior, conversion rates, and marketing effectiveness. It is significant as it provides real-time data monitoring, enabling businesses to make informed decisions and strategies. Tools like Looker Studio are commonly used to create these dashboards, which typically include key elements like customer journey stages, conversion metrics, and customer acquisition costs. Real-time data monitoring is crucial as it provides up-to-date insights for immediate action. 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.