Monthly Marketing Reporting Template

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Monthly Marketing Reporting Template

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Monthly Marketing Reporting Template

  1. 1. Monthly Marketing Report {Company Name} Your Name Today’s Date
  2. 2. Highlights• Total Marketing reach grew X% (Cell O9, Reach Tab)• Overall website visits up X% (Cell O14, Visits Tab)• Generated X new leads, up X% (Cell M13 & O13, Leads Tab)• Marketing brought in X customers, up X% (Cell M13 &Cell O13, Customers Tab) – X% of all customers closed (Cell M18, Customers Tab) Note: Add additional metrics as needed.
  3. 3. December Highlights (Example)• Total Marketing reach grew 13%• Overall website visits up 7% – Organic search traffic up 10%• Generated 545 new leads in December, up 9% – Organic search leads up 13%• Marketing brought in 48 customers, up 20% – 96% of all customers closed – Lead-to-Customer % up 10%
  4. 4. Marketing Reach Marketing Reach by Channel350030002500 YouTube2000 Twitter LinkedIn1500 Facebook Email1000 500 0 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  5. 5. Website Visits Website Visits by Source12001000 Offline Sources 800 Other Campaigns Social Media 600 Referrals Paid Search Organic Search 400 Email Marketing Direct Traffic 200 0 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  6. 6. Leads Generated by Marketing Leads Generated by Source600500400 Offline Sources Other Campaigns Social Media300 Referrals Paid Search Organic Search200 Email Marketing Direct Traffic100 0 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  7. 7. New Customers by Source Marketing-Generated Customers by Source605040 Offline Sources Other Campaigns Social Media30 Referrals Paid Search Organic Search20 Email Marketing Direct Traffic10 0 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  8. 8. Customers Sourced by Marketing % Customers Generated by Marketing120%100%80%60%40%20% 0% Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  9. 9. Visit to Lead Performance Visit to Lead %60%50%40%30%20%10%0% Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  10. 10. Lead to Customer Performance Lead to Customer %12%10%8%6%4%2%0% Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  11. 11. Visit to Customer Performance Visit to Customer %4.5%4.0%3.5%3.0%2.5%2.0%1.5%1.0%0.5%0.0% Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12
  12. 12. Top Marketing Campaigns• Campaign A: X Leads• Campaign B: X Leads• Campaign C: X Leads
  13. 13. Top Marketing Campaigns (Example)• Industry Trends Ebook: 225 leads• Free Sales Assessment: 75 leads• Product Launch Webinar: 50 leads
  14. 14. Want Help Improving These Metrics? Enter to Win a Free Website Assessmentfrom HubSpot to learn how you can improve your inbound marketing. Click Here Now to Enter.First 100 requests will get to chat with our top Marketing Specialist.

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