Templates · Marketing & agencies

Monthly Marketing Report Template

Quick answer: six blocks — cover, KPI row with deltas, twelve-week leads trend, top-pages table, highlights note, next-month checklist. Copy the structure below for free, or open it as a saved template in the workspace and let each month be a paste.

What goes into a monthly marketing report

This is the starting lineup that ships with the workspace — the sample below is rendered from it by the real engine, not a mockup.

Cover · client, month, prepared-by KPI row · 4 metrics with deltas — leads, CPL, conversions, spend Leads trend · 12 weeks Top pages table · five rows, sorted by leads Highlights note · the story of the month in four sentences Next-month checklist · three actions tied to this month's numbers

See it live: rendered sample — monthly marketing package, built from a pasted table of the same shape shown below.

The data shape the template expects

One export, one client column — paste the same table you already build from platform exports:

client,leads,cpl,conversions,spend,top_page,page_leads
Northwind,412,3.90,87,1607,/pricing,121
Harbor,198,5.20,41,1029,/services,63
Larkspur,96,6.10,18,585,/gallery,29

The trend block reads a second table of week rows (client,week,leads). Twelve weeks is the default because it shows a season without showing a year.

Why this structure works on a retainer

Deltas, not snapshots. Every KPI answers "better or worse than last month" before the client has to ask.
One trend, one table. Enough proof to trust the story, not enough to skim past it.
The note block is the product. Numbers explain themselves only to whoever exported them; the four-sentence note is what the client reads.
The checklist closes the loop. Next month is written against this month — that is the difference between a report and a meter reading.

Coming from Looker Studio?

This is the layout most agencies first hand-build in Looker Studio — blended connectors, a filtered view per client, a duplicated report per export. The block map above is all the studio version needs. It is also what the workspace ships as a saved template: same structure, except the slicing, the monthly note and the delivery log now run without you.

The same structure as a free studio layout: Looker Studio template shelf. The hour-by-hour trade-off, written out: ReportSkills vs Looker Studio.

Frequently asked questions

What is the difference between a marketing dashboard and a marketing report?

A dashboard waits to be opened; a report goes out. Dashboards are for people who watch data daily — the client is not one of them. A monthly report is a letter: it has a period, an argument and a next step, and it arrives without the client having to remember to look.

Which KPIs belong in a monthly marketing report?

The three to five the client's business actually runs on — usually leads, cost per lead, conversions or revenue, and one channel number that was the month's focus. Every KPI carries a delta against last month. Impressions earn a slot only when no better number exists; otherwise they stay in the export.

Can one template serve many clients with different data?

In a document tool, no — every client is a copy-and-repaste of the file, and one missed swap sends client A's numbers to client B. Bound to data slots, yes: one saved layout, one table with a client column, and each recipient gets only their own rows. That binding is the whole product.

What turns a marketing report from a chore into a renewal conversation?

The last block. A report that ends with 'here is what we are doing next month because of this data' reads like a partner; one that ends with the table reads like a meter. Write the next-month checklist against this month's numbers, not against a generic strategy deck.

Thirty clients, one paste, one press run

This template ships in the workspace with every block bound to a data slot — the month only supplies the table.

Open the workspace