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
- Executive summary: 3 to 5 sentences with the main result and recommendation.
- KPI overview: performance against targets.
- Channel and campaign breakdown: what drove results.
- Insights: what changed and why.
- 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
| Audience | What they care about | Metrics to show |
|---|---|---|
| Executives | Growth and return | Revenue, leads, ROAS, CPA |
| Marketing managers | Channel and campaign results | Conversions by channel, CPA, conversion rate |
| Specialists | Day-to-day optimization | CTR, engagement rate, page and ad metrics |
| Sales team | Lead quality | Qualified leads, lead source, close rate |
If a metric will not change anyone’s decision, leave it out.
Quick quiz
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
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