Marketing management report template for marketing teams and agencies

A Management report should include a breakdown of metrics by visibility, engagement, and conversion metrics. This segmentation should be done based on campaign, channel, audience, content, objective, and date. For example, visibility metrics can include reach and impressions, engagement metrics can include likes and comments, and conversion metrics can include click-through rates and conversion rates.

To analyze management data, first, choose metrics such as visibility (e.g., website traffic), engagement (e.g., social media likes), and conversion (e.g., sales made). Break them down to understand each aspect’s performance. Secondly, add context by comparing them against costs (e.g., marketing spend), date range (e.g., monthly performance), goals (e.g., target conversion rate), rates (e.g., conversion rate compared to industry average), and benchmarks for each metric. For segmentation, analyze data by campaign (e.g., specific product promotion), channel (e.g., social media vs. email), audience (e.g., age group), content (e.g., blog vs. video), objective (e.g., brand awareness), and date (e.g., campaign start date). For instance, comparing social media engagement rates between two campaigns with different objectives provides contextual insights.

To build a marketing management dashboard, 1) connect your data and accounts from various platforms like Google Analytics, Facebook Ads, etc. 2) Select the metrics to monitor performance such as click-through rates, conversion rates, and bounce rates. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date for a detailed analysis. 4) Add filters or buttons to make your report interactive, for instance, a filter to view data for a specific time period. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

A marketing management dashboard is a visual tool that provides a comprehensive overview of a company’s marketing performance, enabling businesses to make data-driven decisions. It often includes key elements such as KPIs, metrics, and data visualizations, and tools like Looker Studio are commonly used to create them. Real-time data monitoring is crucial as it allows for immediate response to trends or issues, and for learning how to create a marketing dashboard using Looker Studio, you can refer to 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.