{"id":28958,"date":"2023-05-03T11:29:21","date_gmt":"2023-05-03T14:29:21","guid":{"rendered":"https:\/\/servidor.reportei.com\/?p=28958"},"modified":"2023-05-03T11:44:21","modified_gmt":"2023-05-03T14:44:21","slug":"marketing-reports-5-templates","status":"publish","type":"post","link":"https:\/\/reportei.com\/en\/marketing-reports-5-templates\/","title":{"rendered":"Marketing Reports: 5 templates and some handy tips for your daily, weekly, and monthly analysis"},"content":{"rendered":"<h2><strong>Check out 5 marketing report templates available on Reportei and learn how to analyze results more efficiently<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">We always talk about how important it is to use digital marketing reports, which should show relevant results, engage clients, and give you insights for the next campaigns.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But how can you do that? What should you include in the layout? While there isn\u2019t a recipe, some report templates can help you develop more strategic reports.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, we&#8217;ve selected five marketing report templates in Reportei to give you visuals of the most relevant information for each type of service. We\u2019ll also cover how to analyze data from different periods (daily, weekly, and monthly). Keep reading!<\/span><\/p>\n<h2><strong>5 Marketing Report Templates<\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h2>\n<p><span style=\"font-weight: 400;\">First, it&#8217;s important to remember that every digital marketing service should have a goal, which helps guide meetings with clients.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, decision-makers may be interested in social media engagement, but if their project is inbound and the goal is to increase sales, they\u2019ll first want to know what your strategies are doing for the funnel-bottom and whether they&#8217;re successfully generating opportunities.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, the report or dashboard should lead story-telling by highlighting the most relevant results of a period. We call this the inverted funnel.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To make it easier, Reportei templates are organized according to four major niches in digital marketing (social media, inbound, paid traffic, and e-commerce). You can also customize them for more specific layouts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Check out the details below, and find out how to create your own unique report. Let&#8217;s get started!<\/span><\/p>\n<h3><br style=\"font-weight: 400;\" \/><span style=\"font-weight: 400;\"><strong>Social Network Reports<\/strong> <\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Also known as our standard template, this was Reportei\u2019s first report template. It prioritizes the results of social media actions in individual projects.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, engagement, profile growth, and content that performed better in the period analyzed. It\u2019s perfect for those whose project goals are managing Instagram, Facebook, TikTok, Pinterest, and other social channels integrated with Reportei.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That doesn\u2019t mean they\u2019re the only networks to show up in your report. You\u2019ll find data from paid media channels, SEO, automation, and any others you\u2019d like to add below.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And like any other marketing report template mentioned in this article, there\u2019s lots of ways you can customize social media templates (adding text or image analyses, rearranging metrics, adding new data, etc).<\/span><\/p>\n<h3><strong>Inbound marketing reports<\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h3>\n<p><span style=\"font-weight: 400;\">If your project is centered around inbound, layouts should emphasize the bottom-of-the-funnel results.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let&#8217;s say you use RD Station for marketing automation to generate business leads for your clients. Shouldn\u2019t these results come first?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That&#8217;s just what our inbound marketing template does. It focuses on automation and CRM platforms, then paid media data (perfect for this type of strategy), site performance, and other middle and funnel-top channels.<\/span><\/p>\n<h3><br style=\"font-weight: 400;\" \/><strong>Paid traffic reports<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">If you&#8217;re working on projects that include or are focused on paid traffic, prioritize the platforms where you run those ads and the return on investment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our templates highlight Google Ads, Facebook Ads, LinkedIn Ads, TikTok Ads, and Pinterest Ads, and you can build them around platforms with the best results (or that your client considers the most relevant).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Next are Google Analytics metrics, automation tools, and overall social media results.<\/span><\/p>\n<h3><strong>E-commerce reports<\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h3>\n<p><span style=\"font-weight: 400;\">E-commerce projects often require a specific approach since it\u2019s a self-service sales process and generally more fast-paced than other niches.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, digital marketing reports should track the website\u2019s sales performance through key metrics like revenue, conversion rate, cart abandonment rate, and other relevant data.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our e-commerce report makes that easy. It shows Google Analytics metrics first, with an emphasis on e-commerce metrics. General website data follows, then, paid media channels (essential to any e-commerce business), social media content, and automation platforms.<\/span><\/p>\n<h3><strong>Customizable reports <\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h3>\n<p><span style=\"font-weight: 400;\">If your digital marketing project doesn&#8217;t fit into any of the templates we&#8217;ve listed above, don&#8217;t worry! You can create a custom report or dashboard tailored to your client&#8217;s needs using the inverted funnel approach (mentioned earlier).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can customize layouts as you like, too:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">rearranging, deleting, or modifying any metrics, graphs, or tables as needed;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">adding any relevant data;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rearranging the channel order.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once you&#8217;ve created your custom template, you can save it and use it again when you\u2019d like, and allow your client to access the most relevant and impactful reports for more\u00a0 informed decision-making.<\/span><\/p>\n<h2><strong>Check out some tips for analyzing your results<\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h2>\n<p><span style=\"font-weight: 400;\">Now that you&#8217;ve had a chance to review our suggested marketing report templates, here are some tips to help you streamline your daily, weekly, and monthly analyses. Keep reading! <\/span><\/p>\n<h3><strong>Daily<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Daily analyses are usually done to help you stay on top of a project&#8217;s performance and identify issues that require immediate attention. For instance, you may want to check website performance, spot issues with ads that are running, or check anything else that needs immediate attention.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A dynamic dashboard with real-time results is the best way to make decisions as needs arise.<\/span><\/p>\n<h3><strong>Weekly Reports<\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h3>\n<p><span style=\"font-weight: 400;\">These should give you an overview of performance, budget control, and other relevant project data.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Say your goal is generating a certain number of opportunities for your client each month. You can track your progress weekly to gauge whether you\u2019re on the right track and gain valuable insights for planning. The same goes for other indicators that directly affect your goal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To create an effective marketing report, you can use dashboards or generate static reports. If you use Reportei, you\u2019ll also be able to use the Indicators Control tool, which monitors key metrics and notifies you when you reach your goal, fall short, or exceed expectations.<\/span><\/p>\n<h3><br style=\"font-weight: 400;\" \/><strong>Monthly Reports<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Your monthly reports should summarize what you worked on throughout the month to reach the project&#8217;s goals. It should also include insights for the next steps.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This report covers the most relevant metrics for each channel and is typically shared and discussed with clients or decision-makers. You can use it for project story-telling, to provide context, discuss any challenges that may have come up, and plan ahead.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Documenting is a very important part of reporting to and keeping clients engaged and playing an active role in decision-making. <\/span><\/p>\n<h2><strong>Generate more strategic marketing reports with Reportei!<\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h2>\n<p><span style=\"font-weight: 400;\">Whether you need different templates, monthly, weekly, or daily reports, Reportei offers solutions that seamlessly fit into your project&#8217;s routine so you can analyze results more strategically.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Start your free, 3-day <a href=\"https:\/\/app.reportei.com\/signup?locale=en&amp;\">trial<\/a> for a much more productive digital marketing routine! <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Check out 5 marketing report templates available on Reportei and learn how to analyze results more 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