Monthly Marketing Reporting Worksheet (Excel XLSX)

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.