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Monthly marketing report template

Get the actual Monthly marketing report template used by Porter to monitor your Marketing performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their Marketing performance

Monthly marketing report template overview

With this monthly performance monitoring dashboard template, monitor specific metrics such as website traffic, conversion rates, and customer satisfaction scores. Segment the data by different dimensions like region, product category, or customer segment to gain insights into which areas are performing well and identify growth opportunities.

Suggest users share the dashboard findings via PDF, link, or email to influence their teams or clients. This allows them to showcase the impact of marketing campaigns, website optimizations, or product enhancements, thereby building trust and credibility.

Answer important questions with the data such as “Which marketing channels are driving the highest conversions?” or “How does customer satisfaction vary by product category?” These insights help make informed business decisions, optimize marketing strategies, and enhance customer experiences.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Conversion metrics

– Conversion rate
– Cost per conversion
– Average order value

Engagement metrics

– Click-through rate (CTR)
– Conversion rate
– Return on investment (ROI)

Visibility metrics

– Number of impressions
– Website traffic
– Social media reach

Dimensions

Campaign

– Target audience
– Marketing channel
– Campaign duration

Audience

– Geography
– Age
– Gender

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A monthly report should include visibility metrics such as impressions, reach, and page views. Engagement metrics like clicks, likes, shares, and comments should also be included. Conversion metrics such as conversion rate, cost per conversion, and revenue generated should be mentioned. Segment the data by campaign (e.g., Summer Sale Campaign), channel (e.g., Facebook, Instagram), audience (e.g., age, location), content (e.g., blog post, video), objective (e.g., brand awareness, lead generation), and date (e.g., weekly breakdown). For example, the report could showcase that the Summer Sale Campaign on Facebook targeting younger audiences generated a high number of impressions and low cost per conversion.
To analyze the data for a monthly report, follow these steps: 1) Choose metrics for visibility, engagement, and conversion. For visibility, include metrics like impressions, reach, and website traffic. For engagement, consider metrics like average session duration, click-through rates, and social media interactions. For conversion, focus on metrics such as conversion rate, sales, and lead generation. 2) Add context by comparing against cost, date range, goals, rates, and benchmarks. For example, compare the cost per impression or cost per click to evaluate the efficiency of campaigns. Compare the date range to identify any trends or changes in performance. Compare against the goals set for each metric. Compare conversion rates to industry benchmarks to gauge performance. 3) Segment the data by campaign, channel, audience, content, objective, and date. For example, analyze data for specific campaigns to identify the most successful ones. Segment data by different channels, such as email marketing or social media, to understand their individual impact. Analyze data based on different audience segments to identify any variations in engagement. Segment data by content type or objective to assess which types of content or objectives are most effective. Lastly, analyze data over specific time periods to identify any seasonality or patterns. Remember, this framework provides a structured approach to analyzing data and creating a monthly report, focusing on metrics, context, and data segmentation.
To build a monthly marketing dashboard, 1) connect your data and accounts such as Google Analytics, social media platforms, and CRM. 2) Select metrics like traffic, conversion rates, and ROI to monitor performance. 3) Segment data by campaign, channel, audience, product, customer content, objective, and date for detailed insights. For example, break down data by social media campaign, target audience, and product sold. 4) Add filters or buttons for interactivity, like filtering data by date or campaign type. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

A monthly marketing dashboard is a visual representation of marketing data for a specific month, providing insights into performance and helping businesses make informed decisions. It is significant as it tracks key metrics, identifies trends, and measures the effectiveness of marketing strategies. Tools like Looker Studio are commonly used to create these dashboards, which typically include elements like traffic sources, conversion rates, customer acquisition costs, and return on investment. Real-time data monitoring is crucial as it allows for immediate response to changes in marketing performance. 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.