Track & Optimize Your Sales Funnel Like This Instead, Driving 70 Percent of Qualified Pipeline via Inbound (w/ Pete Lorenco, Alyce), New in Databox: Build and Automate Custom Reports in Minutes, 15 Free Marketing Report Templates for More Efficient Agency Reporting. 
The focus on rankings and traffic is short-sighted for most businesses because what they actually want is conversions.. Every Friday at 5:00 pm we post a marketing report that shows the number of leads generated that week, writes Jeremy Cross of Team Building Boston. |Jul 25. Content efforts should build leads and build higher customer conversion rates. Did you focus on promoting your content through specific channels? How much traffic and new contact conversions do you get? This report is a great way to understand what channels are strongest for your blog, where you should spend more promotion time, and how well your content is performing over time. Marketing reporting can take up a lot of your time (and waste some, too). Making decisions requires the vigilant evaluation of options. Did you know that humans process visual data 60,000x faster than written data? All recommendation reports address a real and important problem. Startups need to convey what makes them different and special. 
The thought behind this is that the client has a history rating, and prediction allows them to make decisions today in the context of the development of their business., Brendan Tully says: At the start of 2019, [The Search Engine Shop] changed all our SEO and Adwords PPC reports to report conversions (calls, form inquiries and $$ through checkout) first and really make them the focus of the report., At the same time, we moved many from monthly to weekly reporting. You can easily set it up in just a few clicks no coding required. Putting together a marketing report can be overhwleming. Data points can be used to draw multiple conclusions or make multiple decisions, so you should know. 
If you see spikes in leads, you know to dig into your content to see if certain topics are more successful at generating leads than others. Once you make this impending decision, list all the data that might be relevant. This usually means avoiding too much personal narrative, and instead relying on third person. While simple in nature, we send this report to a client on a daily basis, writes MashMetrics Thomas Bosilevac. This last metric shows the overall impact of video.. By understanding how efficient and effective your marketing is, you can better allocate time, resources, and money and make well-informed decisions, to boot. Whether youre using a dashboard reporting tool or creating your own reports from scratch, make sure your reports dont flop by including your most important marketing metrics. Read world-renowned marketing content to help grow your audience, Read best practices and examples of how to sell smarter, Read expert tips on how to build a customer-first organization, Read tips and tutorials on how to build better websites, Get the latest business and tech news in five minutes or less, Learn everything you need to know about HubSpot and our products, Stay on top of the latest marketing trends and tips, Join us as we brainstorm new business ideas based on current market trends, A daily dose of irreverent and informative takes on business & tech news, Turn marketing strategies into step-by-step processes designed for success, Explore what it takes to be a creative business owner or side-hustler, Listen to the world's most downloaded B2B sales podcast, Explore strategies that drive revenue, customer engagement, and retention, Free ebooks, tools, and templates to help you grow, Learn the latest business trends from leading experts with HubSpot Academy, All of HubSpot's marketing, sales CRM, customer service, CMS, and operations software on one platform. A recommendation report proposes multiple potential solutions to a problem and concludes by recommending the best one. 
A social impact rebranding story about Lex End Homelessness, a city-wide campaign to end and prevent homelessness in Fayette County, Kentucky, as it expanded from a donation fund into a multifaceted community movement. Both small and large marketing teams need to package and communicate performance on a regular basis to: So, how do you create a marketing report that those people actually want to read? Marketing reports vary depending on what data youre reviewing and the purpose of each report. Jon Blumenfeld says that Nexthink has a very large number of resources on our website., These resources are categorized in our CMS in a variety of ways such as lifecycle stage, job role, etc. Step 3: Watch your dashboard populate in seconds. 
Consider how you can replicate your past success. 
on January 22, 2020 (last modified on May 17, 2022) 13 minute read. Take a look at what channels are performing well. Whether you ask an open-ended question like, How did this report help you? or provide a short Google Form, gathering feedback from those using your reports can help you improve them in the future. Your Problem Statementwill serve as your introduction to the options discussedin this report. Instead, they merely acknowledge thata real, living, breathing human wrote this report and developed these options. Here are some round-up posts to help you determine those, by channel: Metrics & Chill Podcast If you want to include your brand, use the My Brand Kit to upload your company's brand, or you can make a new color scheme. and "What are those basic marketing reports I can run to get more comfortable with all the data Ive been tracking?. With multi-touch revenue attribution, you tie closed revenue to every marketing interaction from the first-page view to the final nurturing email. Make sure to state clearly here your reasons for writing this report, and what is contained within the report. Editor's note: This post was originally published in April 2014 and has been updated for comprehensiveness. So, it's critical you monitor how well your blog is helping you grow that critical metric. 
For example (collective first person): Wedesigned this campaign with a special emphasis on bold color in order to draw the viewers attention to the innocence of childhood imagination, and in order to contrast that with the hopelessness of hunger. OR In this report,weoverview three options Notice that these three examples are not opinionated (as one might fear when using first person). Nextiny also use Databox to create reports: We include the typical metrics to make sure things are moving in the right direction, these include: video plays, play rate, engagement, CTR, etc, says Gabriel Marguglio. 
but one of the most important facets is the type., We desired to know if there were certain types of content that were performing better than others at the top of the funnel, and to do this we set up a custom dimension in Google Analytics to track the types of content we have on the website.. For those who wish to have high-level information to share, our aggregate Databoard provides this.. While revenue is important, you should also dig into some of your other metrics for a more complete picture. Marketing reports dont have to be in the standard chart format we typically see. Was there a piece of content you created that set it off? It also informs us of any content updates needed on our website to reflect language being used in search terms that leads to higher rates of conversion.. This will take the guesswork out of when to run your reports and when to send them to the relevant audiences. After describing and evaluating your options, you will recommend the one you think is best and provide a discussion of the reasons why you recommend it. Try another search, and we'll give it our best shot. Who likes to attend a 30-minute meeting to simply review what could've been shared via email? (The data below is sample data only and does not represent actual HubSpot marketing data.). Break down your traffic by geography. 
Note that you will need some type of marketing software (like HubSpot Marketing Hub) to do this. Choosing the content of your marketing report (i.e. After listing and justifying evaluation criteria, you should evaluate each option based on its ability to answer your criteria. Marketing reports are highly valuable because they can inform so many different decisions decisions made by a wide variety of people across your organization. 
From there, youll have a much better idea of what reports to run and how to use said data. This will save you time and energy building each template and provide a reliable, predictable report design for your audience to read. The citation style you use should be based on the industry youre writing for; the chemical industry will expect ACS Style, medical professionals will expect AMA, humanities audiences will expect MLA, social sciences will expect APA, and so on. Blog >> How to Write a Recommendation Report + Recommendation Report Template! If you get a lot of traffic from a certain channel, but the channel is not necessarily helping your visitors move down the funnel, it may mean that you should invest more in other channels or optimize that underperforming channel for conversion. Hold people's interest by adding realistic photos to the Marketing Consult Recommendation Report Template. The report itself is automatically generated by Zapier and posted to Slack, so it doesnt require any additional time or effort to prepare. Use thismarketing automation dashboardto gain valuable insights about the number of leads generated from your marketing campaigns. In the next section, well dive into how to build a marketing report. Read our advice all the way to end todownload our free recommendation report template. Reports should help you make a decision or come to an important conclusion similar to how a meeting would help your team deliberate about a project or decide between project resources. from the respective platform. (Example: Which sources bring in your most traffic, in Brazil?) Track & Optimize Your Sales Funnel Like This Instead. Bosilevac continues: Viewing yesterday, this week, and last week lets us see if our growth (or not!) is due to seasonality, part of a longer trend, or simply because we nailed a campaign! Not me. As a bonus, multi-touch revenue attribution can help you stay aligned with your sales team. The criteria should be based on the information outlined in your Statement of Need. This report is meant to show our marketing and sales team members where we are at, without taking a lot of time or analysis. Schedule daily, weekly, or monthly reports and send them directly to your teams inboxes with the HubSpot Marketing Hub Reporting add-on. Each option(which should be described in 1-2 paragraphs) should include the following information: After describing the three options, you should outline criteria for evaluating those options. 
Watch our video about the reasons why you should write a recommendation report plus get a sneak-peak into our templates. Why didnt it work?). Maik Klijn says the team at VPN-Check use Ahrefs main dashboard because it is a perfect way to find out what your rankings are in Google and what marketing [tasks] you must do to get a good blog content., Related: Heres How to Use Ahrefs for SEO (According to 97 Marketers). 
As marketers, were making important decisions on behalf of our company every day. If you see strong performance from one particular source, you may want to invest more resources in it. Our Marketing Overview Dashboard includes data from Google Analytics and HubSpot Marketing with key performance metrics like: Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. The Problem Statement is perhaps the most important part of the report because it articulates this problem clearly, providing a strong sense of need for the options you will explore in the rest of the report. Valuable, insightful marketing reports recognize two distinct components: purpose and audience. In short, marketing reporting is a highly valuable process if used and crafted properly. In this section, you describe a set number of possible ideas (typically 3) for solving the problem cited at the beginning of your report. Long marketing reports are fine as long as all the data you include is valuable and helpful for whatever decision you or your team need to make. One example of a marketing report that we share with our clients is our results in the form of case studies, Amy Hernandez of electrIQ marketing says. The Problem Statement is where you justifythe purpose of this report. You should also make sure your software allows you to export the data from your software and manipulate it in Excel using pivot tables and other functions. 
Another way to grab attention is by using a bright color palette. 2022 Databox, Inc. All Rights Reserved. Theres a direct correlation between how often a company blogs and the number of leads they generate (not just the amount of traffic they drive). Here are some of our favoriteresources on recommendation reports: Accelerate your thought leadership to ensure successfuland sustainablegrowth with these five market-tested strategies for entrepreneurs. Multi-touch attribution reports should be run monthly to understand the broader business impact of your marketing channels. The more you can run these reports to figure out what works and what doesn't work, the better off your marketing and blogging will be. It's important to track how many new contacts you're actually adding to your database based on each persona. Marketing reporting is a vital part of your marketing efforts and the growth of your business. To report on this in HubSpot, plot your contacts by Create date, which will show the date on which you added a new contact to your database. Reporting weekly gives us a short enough time scale so we can adapt as necessary while also eliminating the day to day variance thats typical with search traffic.. For example (third person): This report overviews three options for community partnership with Feed My Starving Children. However, it is perfectly fine to use the collective first person sparingly throughout the report, especially to indicate something practical that you did. One marketing report we share with clients on a monthly basis is our organic SEO report, says SyncShows Cassie Simoniello. This is the heart of a recommendation report. Ahrefs is an SEO tool used by thousands of marketers. Excel, PowerPoint, and Google Drive Templates to Make Your Monthly Reporting Faster and Easier. If youre ready to propel your professional potential, be sure to check out our online, on-demand writing course,Wordsmith: A Grammar & Writing Course for Busy Professionals. Every marketer needs to be well-versed in their buyer personas but you need to do more than just understand them. Think about how you can incorporate multiple channels into the same campaign. In other words, defend your recommendation thoroughly in this section. justifications as to why this option will work. We asked 19 marketers from a range of industries to share how they format their reportssome sharing screenshots of what their reports actually look like. If you're using HubSpot, creating a blog leads report is easy. Then, break down your report by persona. Instead of fiddling around with Excel formulas and formatting, browse our range of dashboards. 
Understanding where your traffic is coming from will help you make strategic decisions as you invest in different marketing channels. Another way to segment your contact database is to look at how they appear by lifecycle stage. That way, marketers get the credit they deserve and marketing execs make smarter investments rooted in business value instead of vanity metrics. 
Thats why weve collated these 17 real marketing report examples shared by our readers to help. How are your email campaigns performing? Elise Dopson What is the background of this problem? (Remember, if youre building a marketing dashboard, that process is a bit different.). This report is a Databox widget that we built to showcase organic metrics from Google Analytics, SEMrush and Google Search Console., Metrics we track within the organic report include organic sessions, top keywords by position, site audit score, domain rating and top organic landing pages by sessions., Simonello adds: This widget gives us helpful insights into how our SEO efforts are playing out month-by-month. William Avila says that every month, [Rizen Inbound] take time to show our clients how well their content is performing paying particular attention to topic clusters., We take pride in building comprehensive guides for audiences to enjoy, and showing clients how their content is working together to grow their brand is so important. Want to get an even deeper understanding of your traffic patterns? Think about how you can invest resources in your strongest channels. At this point, however, youre likely asking, Where should I start?" This section establishes reader expectations for what is to follow. If your marketing report will be designed the same way each and every time you send it out, consider turning it into a template. Marketing reports uncover meaningful, actionable data that help you draw important conclusions and meet organization-wide goals. When a person is pitching a new idea or a new startup, thats also a strategic narrative. Cross continues: We have a similar process for lower than expected weeks for leads. How to Choose OKRs and Use OKR Dashboards to Understand Progress Toward Goals, $0/month, no credit-card required, free-forever version. Note: Enterprise HubSpot customers can do this in their software if they have their Salesforce integration set up with Account Sync turned on. Organizations with more than 5,000 employees typically have a 45-strong marketing team. Select the portion of text you want to highlight and choose the bold typeface option. That is what we use., HubSpot integrates with Google Ads to pull a nice, detailed report that also indicates the recent form conversions from each campaign. Look at how many leads you're generating from your blog over time. 
Free and premium plans, Operations software. 
To reiterate: Marketing reports inform decisions. When an organization shares its view on innovation and its role within the innovation ecosystem, theyre communicating a strategic narrative. As a HubSpot customer, create a funnel report by clicking Add Report from any dashboard, then choosing the Funnels category. 
Were going to discuss how to build marketing reports that inform your decisions and benefit your audience, whether thats your team, CEO, or customers. Navigate to Add Report from any of your dashboards, and choose Top blog posts by contact conversion. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '0d883e85-c2e5-49bb-bef2-bfddb500d84b', {"useNewLoader":"true","region":"na1"}); Marketing reporting is the process of gathering and analyzing marketing metrics to inform future marketing decisions, strategies, and performance.
The focus on rankings and traffic is short-sighted for most businesses because what they actually want is conversions.. Every Friday at 5:00 pm we post a marketing report that shows the number of leads generated that week, writes Jeremy Cross of Team Building Boston. |Jul 25. Content efforts should build leads and build higher customer conversion rates. Did you focus on promoting your content through specific channels? How much traffic and new contact conversions do you get? This report is a great way to understand what channels are strongest for your blog, where you should spend more promotion time, and how well your content is performing over time. Marketing reporting can take up a lot of your time (and waste some, too). Making decisions requires the vigilant evaluation of options. Did you know that humans process visual data 60,000x faster than written data? All recommendation reports address a real and important problem. Startups need to convey what makes them different and special. The thought behind this is that the client has a history rating, and prediction allows them to make decisions today in the context of the development of their business., Brendan Tully says: At the start of 2019, [The Search Engine Shop] changed all our SEO and Adwords PPC reports to report conversions (calls, form inquiries and $$ through checkout) first and really make them the focus of the report., At the same time, we moved many from monthly to weekly reporting. You can easily set it up in just a few clicks no coding required. Putting together a marketing report can be overhwleming. Data points can be used to draw multiple conclusions or make multiple decisions, so you should know. If you see spikes in leads, you know to dig into your content to see if certain topics are more successful at generating leads than others. Once you make this impending decision, list all the data that might be relevant. This usually means avoiding too much personal narrative, and instead relying on third person. While simple in nature, we send this report to a client on a daily basis, writes MashMetrics Thomas Bosilevac. This last metric shows the overall impact of video.. By understanding how efficient and effective your marketing is, you can better allocate time, resources, and money and make well-informed decisions, to boot. Whether youre using a dashboard reporting tool or creating your own reports from scratch, make sure your reports dont flop by including your most important marketing metrics. Read world-renowned marketing content to help grow your audience, Read best practices and examples of how to sell smarter, Read expert tips on how to build a customer-first organization, Read tips and tutorials on how to build better websites, Get the latest business and tech news in five minutes or less, Learn everything you need to know about HubSpot and our products, Stay on top of the latest marketing trends and tips, Join us as we brainstorm new business ideas based on current market trends, A daily dose of irreverent and informative takes on business & tech news, Turn marketing strategies into step-by-step processes designed for success, Explore what it takes to be a creative business owner or side-hustler, Listen to the world's most downloaded B2B sales podcast, Explore strategies that drive revenue, customer engagement, and retention, Free ebooks, tools, and templates to help you grow, Learn the latest business trends from leading experts with HubSpot Academy, All of HubSpot's marketing, sales CRM, customer service, CMS, and operations software on one platform. A recommendation report proposes multiple potential solutions to a problem and concludes by recommending the best one. A social impact rebranding story about Lex End Homelessness, a city-wide campaign to end and prevent homelessness in Fayette County, Kentucky, as it expanded from a donation fund into a multifaceted community movement. Both small and large marketing teams need to package and communicate performance on a regular basis to: So, how do you create a marketing report that those people actually want to read? Marketing reports vary depending on what data youre reviewing and the purpose of each report. Jon Blumenfeld says that Nexthink has a very large number of resources on our website., These resources are categorized in our CMS in a variety of ways such as lifecycle stage, job role, etc. Step 3: Watch your dashboard populate in seconds. Consider how you can replicate your past success. on January 22, 2020 (last modified on May 17, 2022) 13 minute read. Take a look at what channels are performing well. Whether you ask an open-ended question like, How did this report help you? or provide a short Google Form, gathering feedback from those using your reports can help you improve them in the future. Your Problem Statementwill serve as your introduction to the options discussedin this report. Instead, they merely acknowledge thata real, living, breathing human wrote this report and developed these options. Here are some round-up posts to help you determine those, by channel: Metrics & Chill Podcast If you want to include your brand, use the My Brand Kit to upload your company's brand, or you can make a new color scheme. and "What are those basic marketing reports I can run to get more comfortable with all the data Ive been tracking?. With multi-touch revenue attribution, you tie closed revenue to every marketing interaction from the first-page view to the final nurturing email. Make sure to state clearly here your reasons for writing this report, and what is contained within the report. Editor's note: This post was originally published in April 2014 and has been updated for comprehensiveness. So, it's critical you monitor how well your blog is helping you grow that critical metric. For example (collective first person): Wedesigned this campaign with a special emphasis on bold color in order to draw the viewers attention to the innocence of childhood imagination, and in order to contrast that with the hopelessness of hunger. OR In this report,weoverview three options Notice that these three examples are not opinionated (as one might fear when using first person). Nextiny also use Databox to create reports: We include the typical metrics to make sure things are moving in the right direction, these include: video plays, play rate, engagement, CTR, etc, says Gabriel Marguglio. but one of the most important facets is the type., We desired to know if there were certain types of content that were performing better than others at the top of the funnel, and to do this we set up a custom dimension in Google Analytics to track the types of content we have on the website.. For those who wish to have high-level information to share, our aggregate Databoard provides this.. While revenue is important, you should also dig into some of your other metrics for a more complete picture. Marketing reports dont have to be in the standard chart format we typically see. Was there a piece of content you created that set it off? It also informs us of any content updates needed on our website to reflect language being used in search terms that leads to higher rates of conversion.. This will take the guesswork out of when to run your reports and when to send them to the relevant audiences. After describing and evaluating your options, you will recommend the one you think is best and provide a discussion of the reasons why you recommend it. Try another search, and we'll give it our best shot. Who likes to attend a 30-minute meeting to simply review what could've been shared via email? (The data below is sample data only and does not represent actual HubSpot marketing data.). Break down your traffic by geography. Note that you will need some type of marketing software (like HubSpot Marketing Hub) to do this. Choosing the content of your marketing report (i.e. After listing and justifying evaluation criteria, you should evaluate each option based on its ability to answer your criteria. Marketing reports are highly valuable because they can inform so many different decisions decisions made by a wide variety of people across your organization. From there, youll have a much better idea of what reports to run and how to use said data. This will save you time and energy building each template and provide a reliable, predictable report design for your audience to read. The citation style you use should be based on the industry youre writing for; the chemical industry will expect ACS Style, medical professionals will expect AMA, humanities audiences will expect MLA, social sciences will expect APA, and so on. Blog >> How to Write a Recommendation Report + Recommendation Report Template! If you get a lot of traffic from a certain channel, but the channel is not necessarily helping your visitors move down the funnel, it may mean that you should invest more in other channels or optimize that underperforming channel for conversion. Hold people's interest by adding realistic photos to the Marketing Consult Recommendation Report Template. The report itself is automatically generated by Zapier and posted to Slack, so it doesnt require any additional time or effort to prepare. Use thismarketing automation dashboardto gain valuable insights about the number of leads generated from your marketing campaigns. In the next section, well dive into how to build a marketing report. Read our advice all the way to end todownload our free recommendation report template. Reports should help you make a decision or come to an important conclusion similar to how a meeting would help your team deliberate about a project or decide between project resources. from the respective platform. (Example: Which sources bring in your most traffic, in Brazil?) Track & Optimize Your Sales Funnel Like This Instead. Bosilevac continues: Viewing yesterday, this week, and last week lets us see if our growth (or not!) is due to seasonality, part of a longer trend, or simply because we nailed a campaign! Not me. As a bonus, multi-touch revenue attribution can help you stay aligned with your sales team. The criteria should be based on the information outlined in your Statement of Need. This report is meant to show our marketing and sales team members where we are at, without taking a lot of time or analysis. Schedule daily, weekly, or monthly reports and send them directly to your teams inboxes with the HubSpot Marketing Hub Reporting add-on. Each option(which should be described in 1-2 paragraphs) should include the following information: After describing the three options, you should outline criteria for evaluating those options. Watch our video about the reasons why you should write a recommendation report plus get a sneak-peak into our templates. Why didnt it work?). Maik Klijn says the team at VPN-Check use Ahrefs main dashboard because it is a perfect way to find out what your rankings are in Google and what marketing [tasks] you must do to get a good blog content., Related: Heres How to Use Ahrefs for SEO (According to 97 Marketers). As marketers, were making important decisions on behalf of our company every day. If you see strong performance from one particular source, you may want to invest more resources in it. Our Marketing Overview Dashboard includes data from Google Analytics and HubSpot Marketing with key performance metrics like: Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. The Problem Statement is perhaps the most important part of the report because it articulates this problem clearly, providing a strong sense of need for the options you will explore in the rest of the report. Valuable, insightful marketing reports recognize two distinct components: purpose and audience. In short, marketing reporting is a highly valuable process if used and crafted properly. In this section, you describe a set number of possible ideas (typically 3) for solving the problem cited at the beginning of your report. Long marketing reports are fine as long as all the data you include is valuable and helpful for whatever decision you or your team need to make. One example of a marketing report that we share with our clients is our results in the form of case studies, Amy Hernandez of electrIQ marketing says. The Problem Statement is where you justifythe purpose of this report. You should also make sure your software allows you to export the data from your software and manipulate it in Excel using pivot tables and other functions. Another way to grab attention is by using a bright color palette. 2022 Databox, Inc. All Rights Reserved. Theres a direct correlation between how often a company blogs and the number of leads they generate (not just the amount of traffic they drive). Here are some of our favoriteresources on recommendation reports: Accelerate your thought leadership to ensure successfuland sustainablegrowth with these five market-tested strategies for entrepreneurs. Multi-touch attribution reports should be run monthly to understand the broader business impact of your marketing channels. The more you can run these reports to figure out what works and what doesn't work, the better off your marketing and blogging will be. It's important to track how many new contacts you're actually adding to your database based on each persona. Marketing reporting is a vital part of your marketing efforts and the growth of your business. To report on this in HubSpot, plot your contacts by Create date, which will show the date on which you added a new contact to your database. Reporting weekly gives us a short enough time scale so we can adapt as necessary while also eliminating the day to day variance thats typical with search traffic.. For example (third person): This report overviews three options for community partnership with Feed My Starving Children. However, it is perfectly fine to use the collective first person sparingly throughout the report, especially to indicate something practical that you did. One marketing report we share with clients on a monthly basis is our organic SEO report, says SyncShows Cassie Simoniello. This is the heart of a recommendation report. Ahrefs is an SEO tool used by thousands of marketers. Excel, PowerPoint, and Google Drive Templates to Make Your Monthly Reporting Faster and Easier. If youre ready to propel your professional potential, be sure to check out our online, on-demand writing course,Wordsmith: A Grammar & Writing Course for Busy Professionals. Every marketer needs to be well-versed in their buyer personas but you need to do more than just understand them. Think about how you can incorporate multiple channels into the same campaign. In other words, defend your recommendation thoroughly in this section. justifications as to why this option will work. We asked 19 marketers from a range of industries to share how they format their reportssome sharing screenshots of what their reports actually look like. If you're using HubSpot, creating a blog leads report is easy. Then, break down your report by persona. Instead of fiddling around with Excel formulas and formatting, browse our range of dashboards. Understanding where your traffic is coming from will help you make strategic decisions as you invest in different marketing channels. Another way to segment your contact database is to look at how they appear by lifecycle stage. That way, marketers get the credit they deserve and marketing execs make smarter investments rooted in business value instead of vanity metrics. Thats why weve collated these 17 real marketing report examples shared by our readers to help. How are your email campaigns performing? Elise Dopson What is the background of this problem? (Remember, if youre building a marketing dashboard, that process is a bit different.). This report is a Databox widget that we built to showcase organic metrics from Google Analytics, SEMrush and Google Search Console., Metrics we track within the organic report include organic sessions, top keywords by position, site audit score, domain rating and top organic landing pages by sessions., Simonello adds: This widget gives us helpful insights into how our SEO efforts are playing out month-by-month. William Avila says that every month, [Rizen Inbound] take time to show our clients how well their content is performing paying particular attention to topic clusters., We take pride in building comprehensive guides for audiences to enjoy, and showing clients how their content is working together to grow their brand is so important. Want to get an even deeper understanding of your traffic patterns? Think about how you can invest resources in your strongest channels. At this point, however, youre likely asking, Where should I start?" This section establishes reader expectations for what is to follow. If your marketing report will be designed the same way each and every time you send it out, consider turning it into a template. Marketing reports uncover meaningful, actionable data that help you draw important conclusions and meet organization-wide goals. When a person is pitching a new idea or a new startup, thats also a strategic narrative. Cross continues: We have a similar process for lower than expected weeks for leads. How to Choose OKRs and Use OKR Dashboards to Understand Progress Toward Goals, $0/month, no credit-card required, free-forever version. Note: Enterprise HubSpot customers can do this in their software if they have their Salesforce integration set up with Account Sync turned on. Organizations with more than 5,000 employees typically have a 45-strong marketing team. Select the portion of text you want to highlight and choose the bold typeface option. That is what we use., HubSpot integrates with Google Ads to pull a nice, detailed report that also indicates the recent form conversions from each campaign. Look at how many leads you're generating from your blog over time. Free and premium plans, Operations software. To reiterate: Marketing reports inform decisions. When an organization shares its view on innovation and its role within the innovation ecosystem, theyre communicating a strategic narrative. As a HubSpot customer, create a funnel report by clicking Add Report from any dashboard, then choosing the Funnels category. Were going to discuss how to build marketing reports that inform your decisions and benefit your audience, whether thats your team, CEO, or customers. Navigate to Add Report from any of your dashboards, and choose Top blog posts by contact conversion. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '0d883e85-c2e5-49bb-bef2-bfddb500d84b', {"useNewLoader":"true","region":"na1"}); Marketing reporting is the process of gathering and analyzing marketing metrics to inform future marketing decisions, strategies, and performance.