Monthly Marketing Reporting Worksheet (Excel XLSX)

Don't create your monthly Marketing report from scratch. This worksheet is a good example of how to setup a monthly marketing report to present to your management to get a clear view of your department's result. This excel worksheet contains all the metrics to answer questions like:

How much traffic are you driving to your website?
How many customers did your marketing efforts generate?
This template should make monthly reporting much faster, so you and your team can focus on driving results.

Studies show that C-level management is increasing their demand for marketing measurement and reporting, and yet, half of marketers don't feel prepared to provide hard metrics to their executives. Marketers need to be able to clearly communicate their impact on bottom-line metrics in order to get the budget approved, advance in their positions. and simply get recognized for a job well done. Improving marketing reporting is the 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 will help you report on the following key metrics:

1. Total Reach
2. Reach By Channel
3. Total Website Visits
4. Website Visits By Source
5. Total Leads Generated
6. Leads Generated by Source
7. Total Customers Driven by Marketing
8. Marketing-Generated Customers by Source
9. Visit-to-Lead Conversion Rate
10. Lead-to-Customer Conversion Rate
11. Visit-to-Customer Conversion Rate