For this reason, first person is great when its used for these rhetorical purposes. If a channel took a turn for the worse, you'll have enough time to remedy the situation before it gets out of control or you waste resources. We wont spam, ever. You can also use heat maps if youre reporting on website performance. You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard. Incorporate photos, pick a bright color palette, and utilize bold headings for a vivid report design. It also allows us to determine ROI feedback., Bryan Ng of Bryan Digital also creates reports for Google Ads campaigns because knowing when the Google Ads are being clicked gives my outdoor sales team a better idea of when to visit customers., Knowing what devices are being used to click is equally important too. Look at it this way. Run marketing reports that better inform your decisions, bolster your marketing resources, and help your organization grow better. On top of this, we implemented a custom metric to measure form fills across the website and used this custom metric in conjunction with the built-in page views metric to create a calculated metric for conversion rate, Blumenfeld adds. Another way to segment your contact database is to look at how they appear by lifecycle stage. How to Write a Recommendation Report + Recommendation Report Template! How well are your landing pages converting? The same goes for marketing reporting. Hopefully, these marketing report examples prove that theres more to reporting than confusing Excel formulas. Pick which stages youd like to include, select your visualization, and youre off and running. For example, if you notice that your Facebook campaigns drove a ton of revenue, run more Facebook campaigns! (Remember, if youre building a marketing dashboard, that process is a bit different.). For example, if a click is from a computer, I can safely derive that this person is at his office.. Select from the set of pre-baked best-practice templates, or create a custom report of your own. We can also view the conversion and total trend through the last year.). Since we use HubSpot for our reporting needs, I'll show you how to compile these reports using the Marketing Hub tool. Blogs have become a marketer's best friend. Brand affinity grows with the amount of time that people spend engaging with your brand., Marguglio adds: Another metric we like to include is the comparison between closing rates from leads to customers that havent watched video to the ones that made video part of their journey. Did you run a campaign that helped the channel perform well? Multi-touch attribution reports should be run monthly to understand the broader business impact of your marketing channels. Navigate to Add Report from any of your dashboards, and choose Top blog posts by contact conversion. justifications as to why this option will work. In short, marketing reporting is a highly valuable process if used and crafted properly. This type of data should be pulled on a monthly basis to ensure youre writing the most relevant content over time. A recommendation report proposes multiple potential solutions to a problem and concludes by recommending the best one. Use this report to see what areas of your funnel you need to address for greater efficiency. Free and premium plans. Generate an eye-catching marketing report and more with this Marketing Consult Recommendation Report Template. This will take the guesswork out of when to run your reports and when to send them to the relevant audiences. As a HubSpot customer, create a funnel report by clicking Add Report from any dashboard, then choosing the Funnels category. Bright colors will make the consulting report more exciting and Venngage has a wide range of bright color palettes available. Break down your traffic by geography. Instead of fiddling around with Excel formulas and formatting, browse our range of dashboards. Your ideas should be creative and well-planned. When a person is pitching a new idea or a new startup, thats also a strategic narrative. While revenue is important, you should also dig into some of your other metrics for a more complete picture. The conclusion to a recommendation report should re-emphasize the final recommendation and offer suggestions about how the audience/reader could move toward implementation. Then, break down your report by persona. 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. on January 22, 2020 (last modified on May 17, 2022) 13 minute read. 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. 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. But unless you can directly tie your impact to revenue, youll be forever underappreciated and under-resourced. Think about how you can invest resources in your strongest channels. 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. Elise Dopson Another way to grab attention is by using a bright color palette. Whether youre delivering a marketing report to your team lead, department manager, or CEO, your marketing report must be tailored to whoever may be reading and using it. From there, youll have a much better idea of what reports to run and how to use said data. HubSpot customers can create multi-touch attribution reports quickly; HubSpots attribution tool is built for real people, not data scientists. In fact, Tullys team isnt using the standard timeline for reporting. For this reason, this section wont focus on what specific data to put into your marketing report that will depend on what type you decide to run. If your marketing report will be designed the same way each and every time you send it out, consider turning it into a template. Navigate to your dashboard, and click Add Report > Attribution Report. By focussing on conversions first we move the conversion from fairly meaningless why dont I rank higher for so a much more commercially focussed conversion about leads, inquiries, sales and cost of acquisition, Tully continues. See pricing, Marketing automation software. Who are the major stakeholders? HubSpot customers can use the Traffic Analytics report (under Reports > Analytics tools in your navigation) to break down traffic by source. Choosing the content of your marketing report (i.e. Take a look at what channels are performing well. (It also connects every customer interaction to revenue, automatically.) How are your email campaigns performing? Look at how many leads you're generating from your blog over time. Our data shows that almost a third of marketers pull data from between six and 10 different sources to create their reports: However, Greg Chapman of Empower Business Solutions has a unique approach to calculating return on investment: When analyzing marketing campaigns, businesses often dont include all costs associated with a sale., In particular, internal costs both for marketing and different sales pipeline stages are neglected. Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. A marketing report should help you make a decision. 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. Editor's note: This post was originally published in April 2014 and has been updated for comprehensiveness. Based on your goals, that could mean looking at the visitor data or focusing on the visit-to-lead and lead-to-customer conversion rates. While simple in nature, we send this report to a client on a daily basis, writes MashMetrics Thomas Bosilevac. Pulling the report daily may be a bit overboard since some channels take multiple days to be effective and pulling it monthly would prevent you from responding with agility so, weekly data is ideal. 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. Wordsmith: A Grammar & Writing Course for Busy Professionals, 5 Tips for Entrepreneurs Building Thought Leadership, How Thought Leadership Can Grow Your Startup, How Innovative Organizations Craft Strategic Innovation Narratives and Amplify Personal Stories of Innovation, Maximizing Social Impact Through Strategic Messaging, Untold Content Blog | Writing advice, Templates, & Insights. Or better yet, if youre ready to level-up your professional writing game, definitely check out our expert-craftedrecommendation report template packan exclusive item in ourTemplates for Busy Professionalsseries. Marketing reports vary depending on what data youre reviewing and the purpose of each report. Most of your marketing reports will contain a few of the same elements: Next, lets dive into the report specifics. What does the organization need? As a bonus, multi-touch revenue attribution can help you stay aligned with your sales team. 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. Watch our video about the reasons why you should write a recommendation report plus get a sneak-peak into our templates. Now lets jump into recommendation reports. We use our best judgment when making these decisions, and we also weave in data and metrics when we can. This usually means avoiding too much personal narrative, and instead relying on third person. Why didnt it work?). You should determine the goal of your marketing report before you pull any data. If you're using HubSpot, creating a blog leads report is easy. 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. Try another search, and we'll give it our best shot. Was there a piece of content you created that set it off? Digging into this report can help you allocate resources more wisely to grow different segments of your business. The criteria should be based on the information outlined in your Statement of Need. What did you do that led to an increase or decrease in persona acquisition? It only takes a click to unsubscribe. Make sure to state clearly here your reasons for writing this report, and what is contained within the report. How many new contacts do you get from organic sessions? Marketing reports uncover meaningful, actionable data that help you draw important conclusions and meet organization-wide goals. If you haven't worked on a particular channel, it could be a good time to test it out. To analyze revenue reporting, figure out whats working and double down on it. As marketers, were making important decisions on behalf of our company every day. Pulling this report on a monthly basis can give you insight into how your campaigns affect new contacts by persona and might even shed light on an imbalance in resources dedicated to certain personas. 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 Problem Statement is where you justifythe purpose of this report. Not me. Originally published Sep 17, 2020 6:00:00 AM, updated June 10 2021, How to Build and Analyze Marketing Reports [Examples & Templates], building a marketing dashboard, that process is a bit different, marketing software (like HubSpot Marketing Hub). By understanding how efficient and effective your marketing is, you can better allocate time, resources, and money and make well-informed decisions, to boot. Hold people's interest by adding realistic photos to the Marketing Consult Recommendation Report Template. Understanding Business Dashboard Types: How Can Strategic, Analytical, Operational and Tactical Dashboards Contribute to Your Companys Success? (The data below is sample data only and does not represent actual HubSpot marketing data.). Nobody wants to read an entire report to only utilize the final page. This guide will help you further explore the marketing reports you can run to properly analyze your data and make truly informed decisions. But theyre not enough to inform broader marketing decisions that impact your entire organization. This is the heart of a recommendation report. (Example: Which sources bring in your most traffic, in Brazil?) How to Choose OKRs and Use OKR Dashboards to Understand Progress Toward Goals, $0/month, no credit-card required, free-forever version. Step 3: Watch your dashboard populate in seconds. Here are some best practices to help you work smarter, not harder. Once you've entered new content, use bold headings to give the business report a natural flow. Who likes to attend a 30-minute meeting to simply review what could've been shared via email? Excel, PowerPoint, and Google Drive Templates to Make Your Monthly Reporting Faster and Easier. You can pull up this report in Google Ads itself or an integrated marketing system; for example HubSpot or Databox. On average, companies with fewer than 49 employees have three staff members on their marketing team. Thats why weve collated these 17 real marketing report examples shared by our readers to help. To do this, include charts from Excel or screenshots from your reporting tools (like HubSpot Marketing Hub). This section establishes reader expectations for what is to follow. Illustrated data (e.g. After testing a number of different analytics packages, we chose a marketing dashboard software like Databox because it is the only tool that allows us to combine data from Instagram with data from Google Analytics in one super easy-to-use and beautiful looking design that we can automatically send every week to our client and account team, writes Steve Yanor of Sky Alphabet Social Media. on January 22, 2020 (last modified on May 17, 2022) 13 minute read. Individual segments resulting from the type of business, but also the general ones like source/medium, age, etc., What also may be interesting is to show trends in long-term reports and projected future trends. As you send out your marketing reports, ask for feedback from your audience.