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All lessons in Digital and Web Analytics Lesson 7.1 of 32

Building a marketing performance report

Inside this lesson

  • The five parts of a strong report
  • How often to report
  • Which metrics each audience needs

Short answer

A strong marketing performance report has five parts: an executive summary, a KPI overview, a channel and campaign breakdown, insights, and recommendations. Report weekly for checks, monthly for reviews, and quarterly for strategy. Match the metrics to the reader, and leave out any metric that will not change someone's decision.

The five-part structure

  1. Executive summary: 3 to 5 sentences with the main result and recommendation.
  2. KPI overview: performance against targets.
  3. Channel and campaign breakdown: what drove results.
  4. Insights: what changed and why.
  5. Recommendations and next steps: actions, owners, and dates.

Report weekly for operational checks, monthly for performance reviews, and quarterly for strategy.

Metrics for each audience

AudienceWhat they care aboutMetrics to show
ExecutivesGrowth and returnRevenue, leads, ROAS, CPA
Marketing managersChannel and campaign resultsConversions by channel, CPA, conversion rate
SpecialistsDay-to-day optimizationCTR, engagement rate, page and ad metrics
Sales teamLead qualityQualified leads, lead source, close rate

If a metric will not change anyone’s decision, leave it out.

Quick quiz

1. What comes first in a strong report?
2. Which metric fits an executive best?

Your action

Key terms

Executive summary
A short opening stating the main result and action.
Stakeholder
Anyone who uses or acts on the report.
KPI overview
Performance against targets at a glance.
Recommendation
A specific action with an owner and date.

Questions beginners ask

How long should a monthly report be?

Short enough to read in five minutes. One page plus a dashboard works well.

Should I include every metric?

No. Only the ones that inform a decision.

Related lessons

Want someone to set up your analytics and reporting while you learn? The team at Remar Digital can help.