Omni-channel report template for marketing teams and agencies

An Omni-channel report should include breaking down metrics by visibility, engagement, and conversion metrics. The data should be segmented by campaign, channel, audience, content, objective, and date. For example, visibility metrics could include impressions and reach, engagement metrics could include likes and comments, and conversion metrics could include click-through rates and conversions.

To analyze omni-channel data, start by choosing metrics such as visibility (impressions, reach), engagement (likes, comments), and conversion (click-through rate, conversion rate). Break them down by these categories. Next, add context by comparing against costs (cost per click, cost per conversion), date range (comparison of performance over time), goals (benchmarking against target conversion rate), rates (engagement rate, click-through rate), and benchmarks specific to the industry. Then, segment the data by campaign (performance of individual campaigns), channel (performance across different channels like social media, email), audience (demographics, behavior), content (performance of different content types), objective (awareness, lead generation), and date (comparison of different time periods). For example, analyze engagement metrics for a specific campaign on social media and compare them against the industry average engagement rate.

To build an Omni-channel dashboard, 1) connect your data and accounts from various channels like social media, email, website, and offline stores. 2) Select metrics such as conversion rates, customer acquisition costs, and customer lifetime value to monitor performance. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, and date. For example, you can segment data by a specific social media campaign, targeting a particular audience, during a certain period. 4) Add filters or buttons to make your report interactive, such as filtering data by region or product category. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

An Omni-channel dashboard is a centralized platform that integrates and displays data from various marketing channels, enabling businesses to monitor and analyze their performance in real-time. It is significant for businesses as it provides a holistic view of their marketing efforts, helping them make data-driven decisions. Tools like Looker Studio are commonly used to create such dashboards, which typically include key elements like traffic sources, customer behavior, conversion rates, and ROI. Real-time data monitoring is crucial as it allows businesses to respond quickly to changes and optimize their strategies. 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.