Knowing how to write a marketing report is a requisite for every marketing position you’re hoping to get. Might as well get acquainted with them before you have to present one.
For those of you who already know how to write this type of document, you’ll find inspiration for your next issue right here.
Do you know how many ways you can present data from your marketing campaigns? Not just charts and graphs, but also diagrams, data widgets, timelines, and maps.
If you had to choose between presenting another long spreadsheet or a visually rich document, which one would it be?
Give yourself a little time this week and turn your spreadsheet report into a reusable, branded marketing report your entire team can collaborate on, right now.
Table of Contents
12 Marketing Report Templates To Help You Present Data
What Is a Marketing Report and When Do You Need One?
What To Include in a Marketing Report
5 Tips for Using a Marketing Report Template to its Max Potential
12 Marketing Report Templates To Help You Present Data
1. Marketing KPIs Report
Key Performance Indicators laid out in an Excel spreadsheet are what everyone is expecting. Surprise them with an easy-to-understand visual report that shows the most current data at all times. And they won’t even have to download it. One live Visme link is enough to keep a current dashboard of metrics for the team to work with.
Across ten pages of this marketing report, you’ll find line charts, bar graphs and pie charts ready to visualize your KPIs. This is the perfect marketing report template to integrate with your Google Analytics dashboard. Our integration has options to visualize different metrics that you can then personalize to match your brand.
Keep a subtle color theme across the pages of your document report. Use a light base or background and a set of three or four vibrant colors for text, visualizations and charts. In this template, the base color is a light gray, alternating with a dark green gray. The accent color is turquoise. The combination brings attention to the points you highlight with the accent color.
2. Quarterly Email Analytics Report
Track your email marketing data with a quarterly report. Include an overview of goals and projections, plus add a conclusion with a review of the most notable data. Color code your charts to match the content and update it automatically with our Google Sheets integration.
On the flip side of email marketing with Visme, connect your Visme account to Mailchimp to easily export designs to your newsletters and emails. Along with being able to export visuals to emails, with Visme you can also share content on social media directly.
Let’s say you’re working on a marketing campaign that includes a couple of emails and several social media posts. You create all the visuals with Visme, schedule some to social media channels and send others and duplicates to Mailchimp to make newsletters. Finally, use a report to share your email data about the campaigns.
3. Social Media Marketing Weekly Report
Sometimes one page is all you need for an effective marketing report. This social media weekly report is a great way to show a quick overview of your top-level metrics. Perfect for larger teams with people in different areas. Everyone can log on to the file and fill in their relevant information.
Collaboration within teams is simple when creating reports for different areas. You’re a social media marketing manager in charge of different teams for each social channel. A designer uses Visme to create all the visual graphics for each campaign or promotion. They’re stored in the Visme library and then scheduled by the social media content managers.
Every week, the team members gather the relevant data for the report and log on to the weekly social media report file. To ensure the data is placed correctly, block sections of the document to specific people who aren’t involved in that area.
4. Content Marketing Weekly Report
A weekly content marketing report is the perfect companion to a more extended marketing report presented monthly or quarterly. You can include an overview of what your team is working on one page.
This template is the perfect opportunity to use as a simple template for the content team to report the most crucial information. A more complete monthly or quarterly report can be linked to the bottom of this one with a hyperlink. Another option to use hyperlinks is for sharing the best posts of the week.
No need to ever print this report. Just keep digital copies in a file and keep the Visme version up to date week to week. Share the template with your content marketing workspace and work on inputting the information together.
5. Promotional Sales Report
Need to explain the sales results of two different marketing campaigns? The promotional sales report is just what you need. The funnel strategy is visualized with timelines, data widgets and custom tables.
Then each consecutive page compares the results from both campaigns, giving insight to your team about which one worked best. A/B testing in sales strategies is a great way to know how your brand can get ahead of the sea of competition. It offers valuable knowledge about your customers, and how they convert.
The color palette for this template is a smooth combination of gray tones and a bright yellow. This classic pop of color design looks great with any type of content. It makes your report look sleek and thoughtful. Make sure to use yellow as an accent color that brings life to your data and information.
6. Influencer Marketing Report
Your team of influencer marketers has lots of data to report. How are they performing? What results are they getting for your brand? Use custom charts and data widgets to visualize the activity metrics on social channels and analysis of engagement percentages.
Show results of surveys conducted with your influencers. Find out how they feel about the program and their vision of your brand and your message. Use one of our integrated survey platforms and use Visme to conduct the survey and report the results.
Include the survey result percentages or numbers in data widgets like percentage gauges, radial thermometers, etc. Use icons to visualize the question and answer content, giving your data a more inviting angle.
7. Weekly Marketing Report
Every week, your marketing team creates a report to share with the other teams in your company. It is highly likely that not everyone on the team is in the same office; many of them work from home or other parts of the country or world. That’s why digital reports are the way to go nowadays. Gone are the days when you had to print out a report six times and bind it for each attendee of your meeting. Also, what a waste of paper!
Take advantage of the no print angle to use bright color backgrounds and combinations that would simply waste ink if you printed them out. Use high-quality images to make your report more enticing to look at. Forget about boring data sets; make them fun with color and design elements.
Mix pie charts, tables and data widgets on one page to show different results depending on the campaign you’re reporting about. Use colors to show the difference in the data. Add a legend to keep things clear for everyone.
8. Competitor Analysis Interactive Report
Marketing teams need a competitor analysis report to get started on their strategy. Before building a plan, the competitor analysis gives insight into what other brands are doing in the same industry. Furthermore, it can give the marketing team ideas for creative strategies and campaigns.
This is an interactive presentation template with animated icons and hyperlinks in the table of contents. Adding more interactive elements is easy. For example, on page 2, the statistics can include hotspots with popups that include more information. Alternatively, hyperlink the icons to other longer documents with more data.
The best way to share interactive presentations is through a live Visme link. When you publish reports to the web with Visme, the information isn’t indexed by Google. Only the people you invite can see the report if you add a password entry. Your data is safe with Visme, and all proprietary information stays within your company.
9. Annual Digital Marketing Report
Annual marketing reports tend to be long and bulky to print. They’re much better suited for digital experiences that offer a lot more than a lot of data and long text. An annual marketing report includes every angle of your marketing strategy. From the goals you had in the first quarter to all the collected results and the analysis you conducted throughout the year.
This template has all the pages needed to get you started with the key metrics and stats overview. For additional pages, insert blank pages and build with pre-designed content blocks or duplicate a page already in the document. Maintain a visual unity from page to page by using the same colors, fonts, spacing and margin dimensions.
Are you looking for a simple way to share your annual report that doesn’t involve downloading a PDF or printing out a bunch of pages? Try embedding your digital annual marketing report on a page on your website. Add password protection if the content is private. The best part about embedding your report is that you can make it interactive with videos, animations, voiceovers, music, etc.
10. Social Media Report Presentation
Show the engagement rate for the week on each channel your brand is active on. Keep everyone in the loop with a visual approach to data sharing. Make your slides look inviting and interesting while sharing important information about your social media marketing results.
This is the perfect opportunity to create a branded template for your social media team. Instead of creating a new presentation every time they need to report, they can use the template instead.
With a Visme for Teams subscription, you can create workspaces for each team in your organization. Then inside each workspace, make a set of templates for them to use whenever it’s time to report, not just for marketing but also for other projects. Make proposals, communication documents, employee handbooks, pretty much anything you can think of.
11. Market Analysis Report
The slides on this template showcase your data sets for market analysis. Each slide has data visualization options for all your data sets, from overviews to detailed metrics. With this clean-cut presentation template, you can create a simple but beautiful marketing report presentation.
Include demographic data with maps and data widgets to support the information. Use color themes to make sure all the graphs in your presentation have the same color scheme, unifying the visuals of your report.
Not enough slides? Need more space to visualize additional data sets? Duplicate the ones you have in the template and simply change the data and content. If there are too many slides, just delete the ones you don’t need!
12. Sales Report Chart
Not all marketing reports have many pages or slides. A marketing report can be a chart about just one metric. Sometimes all you need is a chart to start. Thankfully, when you create a singular chart like this one, it’s easy to then add it to a longer report. Simply select all the elements and create a block.
Then, from another project, you have to select the chart block in your blocks directory, and you’re done! To go one step further, connect the data in the chart to a live Google Sheets link. When you change the data in the Google Sheet, the changes will reflect on your chart.
If an area chart isn’t the best option for your data, the Visme data tools offer lots of options to choose another type of graph. You only need to add your data once, and the AI populates the chart for you. When you change to a different chart, the data stays the same. Every chart and graph type has settings and options to change things like how the data is presented and explained.
What Is a Marketing Report and When Do You Need One?
Marketing reports are all about presenting results—anything from a social media marketing campaign to a market research analysis. A marketing report can be a one-page list, a multi-page document, a presentation, a single chart, or an infographic.
As long as the document shows the results of your efforts in a marketing project, you’ve got a marketing report.
How do you know when you need a marketing report? Whenever someone on your marketing team needs to share data about a project with the rest of the team, they’ll need a marketing report. Everyone in marketing needs to make a marketing report at some point.
Stakeholders and higher-up managers ask for marketing reports to track what’s going on with campaigns across the organization. You can create weekly, monthly, quarterly and annual marketing reports. The frequency and depth of information depend on what metrics you’re following and what you want to share.
What to Include in a Marketing Report
The number one thing your marketing report always needs to share is data. You’ll need data visualizations for tracking, analyzing and projecting metrics. But what about the rest of the report?
Here’s a complete list of what a marketing report can look like. The entirety of this list would suit something like an annual marketing report. Weekly reports can be one-pagers and still include everything your stakeholders need to know.
- Table of contents
- Short description and who it’s prepared by
- All relevant metrics for the project in charts and visualizations
5 Tips for Using a Marketing Report Template to its Max Potential
Every marketing report is different depending on the project and scope. The metrics for a content marketing report aren’t the same as a social media report, nor for an in-store campaign. To create a truly engaging report, you’ll need to go beyond a hard-to-follow spreadsheet.
We make marketing report templates look amazing so you don’t have to present your data in boring spreadsheets anymore. Have a little fun, and lay down the information with style.
With Visme, your reports can be so much more than just data. Here are five tips for using a marketing report to its full potential.
1. Integrate Your Systems
First up, take advantage of the integrations available for your marketing reports. For example;
- Google Analytics
- Google Sheets
- Google Drive
The fewer apps you use, the easier it is to get things done. With integrations, everything is connected. Import files and assets from cloud services, export finished graphics to email providers, present your Visme with Livestorm, include surveys in your projects and then report the results.
The list of integrations in your Visme workspace is always growing. We aim to make it easier for you and your team to get work done by connecting Visme to the apps you already use.
2. Get Digital
Stop downloading and sending status PDF reports. Why are you still doing it? There’s a better way. Create digital reports and share them with a link and password.
Not only is it easier to share, but if you notice that you made a mistake somewhere—from a typo to a data error—you won’t need to download and resend anything!
When you make an edit in the file, everyone with the link will also see the new version. They won’t even notice that anything has changed.
Apart from being able to share a document so easily, there are plenty of other ways to make your digital document even better:
- Embed online content.
- Add animated graphics.
- Create hotspots with additional data.
- Hyperlink to other pages in the document.
Interactivity is the hype of digital content. Make your reports worth looking at by adding a bit of interactive sparkle.
3. Make Data Look Good
Any type of data can be made to look good. Even a simple pie chart has the potential to look like a great pie chart. Make bar graphs look better with inspiring color palettes and interesting backgrounds. Choose animation for the graph to enter the page with a bit of flair.
In some cases, data doesn’t always fit into a chart or graph. For example, singular data sets look great as data widgets and processes can be turned into diagrams and flowcharts. A list of tasks could be a timeline or a Gantt chart. Include icons to represent the type of data being shared.
Use the same color theme throughout the pages of your document. Take note of the color hex codes so you can apply them to your charts in a way that works with the rest of the design. Sometimes the charts have more bars than the colors you’ve already been using, in this case, try monochromatic palettes or complementary colors.
4. Add Visuals
Visuals don’t mean just images. It also involves all sorts of shapes, lines, backgrounds, frames, icons, and illustrations.
Adding visuals to your reports makes the pages more interesting to look at. If you don’t know what to use, try with any brand graphics you might have. You can also do a search inside your editor to discover plenty of visual elements to work with.
When you have long sections of text, try adding visual elements to that page, so it welcomes the viewer to read. On pages like the table of contents, use color shapes or lines to bring attention to the information.
Create subtle backgrounds with images and a color overlay with low transparency. Use boxes with colors to hold text and create compositions with images or illustrations on the same page.
5. Present Better
If you won’t be presenting the marketing report in person, then you can personalize the document or slideshow for easy remote asynchronous presenting with Visme Presenter Studio.
Record your marketing report presentation and send it out to busy managers. They’ll be able to watch asynchronously when they wish. It saves everyone from having to figure out the perfect time for the presentation meeting.
Use the Livestorm integration to present directly from Visme while in a conference call with your team members. Share marketing report tips in live webinars as a Visme ambassador. Are you interested? Sign up here in the form.
Make Better Marketing Reports With Visme
Stop dreading report day! Tap into your creative brain and use one of our templates to make an unforgettable report your team will look forward to.
Collaborate on multi-level reports by giving team members access to their specific page with data metrics. With one report and a Visme Team plan, your teams will be creating inspiring reports in no time.
Check out our document maker right inside your Visme dashboard. You’ll find all these templates and many more. Not only for creating marketing reports but also for many other types of reports. We have templates for the sales team as well as students. Because with Visme, you can do it all.