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Monthly Marketing Reporting Worksheet   Excel template (XLSX)

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Monthly Marketing Reporting Worksheet (Excel XLSX)

File Type: Excel template (XLSX)


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  1. Streamline monthly reporting with our comprehensive template. Set up a clear presentation for management, answering critical questions about website traffic, customer generation, and other key metrics. Save time and ensure accuracy in your reporting proce
  2. Address the growing demand for marketing measurement from C-level management. Our template empowers you to provide hard metrics, advancing your position, gaining recognition for your work, and increasing the likelihood of budget approvals.
  3. Communicate your team's impact effectively with key metrics. From total reach to conversion rates, our template covers essential metrics that matter. Enhance your marketing reporting, bridge the gap between marketing efforts and bottom-line metrics, and a


This product (Monthly Marketing Reporting Worksheet) is an Excel template (XLSX), which you can download immediately upon purchase.

If you're struggling with creating your monthly marketing report from scratch, this worksheet can help you set up a template to present to management and get a clear view of your department's results. The Excel worksheet includes all the necessary metrics to answer questions such as how much traffic you're driving to your website and how many customers your marketing efforts are generating. Using this template can make monthly reporting much faster, allowing your team to focus on driving results.

As studies show, C-level management is increasing its demand for marketing measurement and reporting, yet half of the marketers don't feel prepared to provide hard metrics to executives. To advance in their positions, get recognition for their work, and get their budgets approved, marketers need to clearly communicate their impact on bottom-line metrics. Improving marketing reporting is key to making this happen.

To help you compile these metrics, we've created a Monthly Marketing Reporting Template, complete with an Excel reporting spreadsheet and an accompanying PowerPoint deck. The components of this template will help you measure the key metrics that your team impacts and communicate those metrics back to your team, director, CEO, and boss.

This template includes key metrics such as total reach, reach by channel, total website visits, website visits by source, total leads generated, leads generated by a source, total customers driven by marketing, marketing-generated customers by source, visit-to-lead conversion rate, lead-to-customer conversion rate, and visit-to-customer conversion rate.

Got a question about the product? Email us at or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Social Media Strategy Excel: Monthly Marketing Reporting Worksheet Excel (XLSX) Spreadsheet, Safwan Khan


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File Type: Excel xlsx (XLSX)
File Size: 59.6 KB


Author: Safwan Khan
Additional documents from author: 82

Founder of Startupily | Write articles for Influencive & Thrive Global | Author of Mind Influence & Eternal Wisdom

I have a database of 100 business documents that are professionally created and designed. They have been used by large corporations.

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