What a good monthly marketing report should show

Pages of charts are not the same as useful reporting. The questions a monthly report should answer, and the numbers that matter most.
What a good monthly marketing report should show

Many businesses receive a monthly marketing report that is long, full of charts and hard to act on. A good report should be short enough to read in ten minutes and clear enough to make decisions from.

It should answer four questions

  1. What did we spend? Total spend by channel, against budget.
  2. What did it bring in? Leads, sales or revenue, by channel.
  3. Was it worth it? Cost per lead, cost per sale or return on ad spend, compared with the previous period and your targets.
  4. What happens next? The changes planned for the coming month and why.

Focus on business outcomes

Impressions, clicks and click-through rates are useful for diagnosing problems, but they are not results. Lead with the numbers that affect your bank balance.

Explain the why

A number going up or down means little without context. Good reporting explains what caused the change: a new campaign, a seasonal dip, a landing page test, a tracking issue.

Be honest about what did not work

Not every test succeeds. A trustworthy report shows the experiments that failed as well as the wins, along with what was learned.

Connect marketing to sales

Where possible, track leads through to customers. A campaign producing cheap leads that never buy is worse than one producing fewer, better leads.

Keep a live view for the details

A short written report works best alongside a live dashboard. The report gives the story and the decisions; the dashboard gives the detail when you want it.

Want reporting you can actually use? Talk to us about your marketing.

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