9 Marketing Report Templates: Daily, Weekly, and Monthly Reporting

Many small business owners are looking to hire a marketing team but don’t know where to start. This post shares 9 commonly used templates for reporting, and includes examples of how they can be customized by the owner or hired agency based on their needs.

The “weekly marketing report template excel” is a marketing report template that can be used to create daily, weekly or monthly reports. The template includes the date range and the number of days in each month.

Reporting is a complex business that may make or break your marketing campaign. Whether you’re writing a report for a customer, a boss, or a coworker, there’s always the danger of becoming lost in the data, drawing the incorrect conclusions, and moving in the wrong path.

But there’s good news: a well-crafted marketing report, rather than being a standard “everything is fine” PDF sent to customers or C-level executives, can be a highly useful tool for you and your team.

“What are the top tasks you’d want to automate?” we asked our agency customers in a study done by Webinomy. Reporting was the most popular choice, with the others trailing far behind.


We’ve compiled a list of 10 marketing reports that you may utilize on a daily, weekly, or monthly basis. You don’t have to submit your contact information to get the samples or copy the templates. 

We also asked other industry professionals what differentiates a good report from a terrific one as a bonus.

It takes an average of six touchpoints across several channels for a visitor to convert into a lead or paying customer. With this in mind, which channel should be your first focus right now? How can you keep your concentration without losing sight of the broader picture? These queries may be simply answered if general marketing reports are correctly set up.

Daily reports are often utilized for internal reasons, particularly in marketing firms. The primary purpose of the daily marketing report is to identify changes or risks as quickly as feasible and respond accordingly.

You may find out the following things with a good daily report:

  • The performance of the client’s (or company’s) website and social media profiles.

  • If there is something that need urgent attention, please let us know (an organic traffic drop, a sudden growth in social media mentions, a spike in paid traffic, etc.).

  • If you have any Facebook or Google advertisements that have been rejected and need to be remastered, please let us know.

  • The causes for the changes and what may be done about them.

Where to get this information: a custom Google Analytics dashboard gives you a bird’s eye perspective of traffic patterns (number of visitors, traffic sources breakdown, user behavior metrics, etc.). Another wonderful technique to examine the present status and changes is to run a default Home GA report with the “Active Users Right Now” page (though many marketing managers say it can become really distracting).


There are a variety of technologies for monitoring media and mentions. There are free options, such as Google Alerts, as well as more complex paid options, such as Mention.com or Brand Monitoring, which include features such as sentiment analysis and projected reach.

1636526320_143_9-Marketing-Report-Templates-Daily-Weekly-and-Monthly-ReportingSEMrush Brand Monitoring Tool is the source of this image.

Set up email notifications to identify prohibited advertising. Receiving alerts from many platforms in one inbox is more handy. In Google Ads, here’s how to accomplish it:


Select the Notifications tab in the upper-left corner after heading to Preferences:


The effects of your short- and medium-term marketing initiatives are tracked and analyzed using weekly reports. For example, gathering data on a fresh blog post, a recently started PPC campaign, or a large email blast might take several days. Long-term patterns are analyzed using weekly data as a foundation.

Weekly marketing reports are often issued at the start of the workweek, with 27 percent of Webinomy users scheduling them every Monday.

What can you anticipate from a weekly report?

  • A large picture of traffic dynamics, including whether total traffic rose or dropped, which channels brought in the most visitors, leads, and conversions, and how the situation has evolved over the last week.

  • It allows you to see how effective your recent marketing strategies have been in terms of conversions.

  • It gives you a comprehensive overview of important social media analytics (engagement and followers).

  • It aids in the development of a weekly activity plan.

Where to get this information: Google Analytics — for all things related to traffic (visits, channels, and user behavior) and conversions (goal completions) compared to prior weeks. Use internal Facebook/Twitter/Instagram analytics for social media statistics (or accumulate them all in one dashboard in Social Media Tracker).

A weekly marketing report can look like this:




This report enables you to examine how strategic marketing strategies and long-term projects, such as SEO upgrades, public relations, and content marketing campaigns, have affected your business. The monthly report explains how these initiatives affect the key performance indicators.

The following are some of the questions that should be addressed in a solid monthly report:

  • The following is a summary of a website’s traffic: Which channels had the greatest (and worse) performance this month? What should be changed?

  • Completion of objectives (purchases, leads, downloads, and so on): Has the return on investment (ROI) and return on assets (ROA) increased or decreased? What can be done to improve the situation?

  • A quick rundown of the most important channels or campaigns: Did we succeed in achieving our objectives? What were the reasons for this if we didn’t?

Where to get this information: a Google Analytics dashboard with the appropriate time ranges for all traffic and conversions. Internal social media analytics are used to measure social activity and following. Any more channels and project-specific tools? (mention trackers, email analytics, etc.)

Tip: If you work in a niche with a lot of seasonality, comparing data from the same month the prior year might be more useful than comparing month to month.

This is a distinct (and often overlooked) sort of report. Competitive analysis has the advantage of being able to answer several crucial questions regarding your own results:

  • Are you curious as to why the cost-per-click (CPC) in your commercial ads has risen in recent months? Investigate your rivals’ paid traffic dynamics.
  • Are you losing ranks for a variety of keywords? Check to see if your competitor has snatched your places with any aggressive SEO efforts.
  • Do you want to know whether advertising on Facebook or Quora is a good idea? Check to see if other companies in your niche are doing the same thing and how much traffic they get.

The following are the metrics to keep an eye on while reviewing a competition study report:

  • How has website traffic and visitor interaction evolved over time, and is there anything out of the ordinary?

  • To see whether their SEO strategies are worth paying attention to, look at their organic search performance.

  • When compared to other rivals, our link-building performance is superior.

  • Paid search and display advertisements are part of the advertising strategy (with some creative ideas to borrow).

  • Performance of content marketing and public relations.

  • Performance on social media.

Where to obtain this information: competition analysis solutions like Traffic Analytics not only automate the data collection process, but they also provide unique insights (such as traffic and engagement metrics) that you won’t uncover by manually checking SERPs and social accounts.

A competitor analysis report can look like this:




Tip: See Automated Competitor Monitoring and Reporting with Webinomy for additional information and step-by-step instructions on how to set up the report.

My Webinomy Reports

In minutes, you can create professional, data-rich, and completely configurable reports.

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When compared to paid advertising or social media marketing, SEO is considered a very stable sector. Even with a team of pros, ranking in the Top 1 might take a year (or even longer). This might be one of the reasons why SEO reporting isn’t done on a daily basis. Customers prefer delivering reports on a weekly or monthly basis (69 percent and 35 percent, respectively), according to Webinomy’s My Reports service; just 8% of users utilize daily SEO reports.

The following questions will be answered by this report for you (or your client):

  • What is the status of my website’s traffic?

  • What is the percentage of organic traffic that is changing in comparison to other sources of traffic?

  • Which countries are the majority of my visitors from?

  • What percentage of traffic is branded vs. non-branded?

  • What keywords are bringing people to my site?

  • What components of the SERP are activated by these keywords?

  • Is it true that my organic rankings have risen or fallen?

  • Is it true that the number of backlinks to my website has increased or decreased?

  • Are there any technical concerns on my site that might jeopardize my SEO efforts?

Google Analytics for all things traffic, Google Search Console for search visibility metrics, backlink and technical problem information, Webinomy for SERP features (and all the other metrics, if you are analyzing a website without access to its GA and GSC).

An example of an SEO report is as follows:

Overview of the traffic situation:


Sources of traffic:






Performance in terms of technical SEO:


A backlink profile is important for SEO, despite the fact that it is difficult to develop and simple to remove. You may avoid an automatic or manual penalty by seeing artificial link growth or declines and responding swiftly. As a result, checking your backlink profile on a regular basis might save you hours of effort and phone conversations with customers.

You may learn the following things from a backlink report:

  • The number of links and domains pointing to your website, as well as how that number has evolved over time.

  • Whether any backlinks were earned or lost (and if there is anything unusual you need to pay attention to).

  • The total toxicity rating (and if it requires urgent action).

  • The percentage of your website’s hazardous, possibly dangerous, and “healthy” connections.

  • The difference between the number of follow and no-follow links.

  • The most often used anchor text (and if there are any potentially dangerous texts).

  • How you compare to your main competition.

Where to get this information: Google Search Console to monitor the quantity of backlinks, Google Analytics to see which websites are connecting to you, external backlink checkers to assess the toxicity of your links, top anchor text, and other useful information.

An example of a backlink report is as follows:



The backbone of a website is technical SEO. There are over 200 faults that might possibly impair your website’s performance; manually identifying all of them would be unfeasible, particularly if your site has hundreds of pages. You can discover precisely what’s preventing it from indexing using this report. Is this a crawlability issue? Problems with duplicate content? What are the 5XX and 4XX errors? Or maybe a sluggish loading speed?

Where to get this information: Google Search Console has a wealth of information regarding site performance, mobile usability, AMP, and other problems. External SEO audit tools, on the other hand, may provide a more comprehensive view of technical issues.

A technical SEO report can look like this:


Filling out a report with hundreds of technical SEO tests may be a difficult chore, which is why we advocate generating reports directly in your audit tool.

Unlike SEO, things move rapidly on social media. A popular post might bring you hundreds of new followers and comments, but a bad review of your firm can do the same (you will see a lot of comments here too, but this is the kind of social engagement no one wants to get). Because 64 percent of Twitter users anticipate their inquiries to be addressed within an hour, social monitoring should ideally be done on an hourly basis.

However, only by looking at the broader picture can you determine if your social approach was effective or not. Here are some of the metrics and reports that can assist you in doing so:

You’ll need the Social Media Performance report if you want to know:

  • What’s going on with your fan base? Is it rising or falling? What are the demographics and interests of the people that live there?

  • In what ways was your brand engaged on social media over a certain time period?

  • What engagement dynamics were most effective in terms of likes, reposts, and comments, as well as which days, formats, and audience segments?

  • How you compare to your main competition.

  • How much traffic and conversions did social media outlets provide you?

Where to get this information: social media monitoring tools (Social Media Tracker) for your and your rivals’ accounts, and Google Analytics for tracking referral traffic.

The following is an example of a social media report:



The Brand Reputation report may assist with the following:

  • Has our brand’s visibility improved or reduced throughout the time period under consideration?

  • In terms of referral traffic, awareness, and coverage, which mentions contributed the most to our brand’s visibility?

  • What did our brand mentions say about us? Did things become better or worse?

Where to get this information: mention trackers with sentiment analysis (for example, Brand Monitoring).

A brand reputation report can look like this:


Bree Case

Yokel Local’s Analytics & SEO Manager

“A excellent client report presents information in an easy-to-read and understandable style. A superb report takes it a step further by telling the narrative of that data through time in respect to a certain objective. Is the objective being met, or are we on pace to meet the goal? Why do you think that is?

The report must give the appropriate facts to address these questions in a manner that the customer understands and does not get overwhelmed. Graphs, charts, tables, symbols, and colors that are simplified and well-labeled are a terrific method to visually express a narrative with just a look. Finally, an excellent report should be able to stand alone without the need for constant face-to-face meetings.”

Zelvenschi, Roman

RomanZ Media Group Inc. is owned by RomanZ.

“I handle reports that are supplied to me as well as those that must be presented to the customer.” I believe there is a distinction between the two.

From the client’s perspective:

We are concerned not just with producing money for our customers, but also with keeping them satisfied. As you may be aware, excellent stats do not guarantee a customer, but terrible ones will almost definitely result in your dismissal.

Clients aren’t very concerned with metrics; the bulk of them don’t comprehend them or cling to the ones that have no bearing on their marketing goals. Even if you have a fantastic marketing manager on your team, they will require budget clearance from someone who doesn’t understand the distinction between bounce and exit rate. 

That is why, in our opinion, a fantastic report for a customer is:

  • Has a half-page description of what occurred this month and why it happened. Was our strategy for last month successful, and what are our goals for the future?
  • Ideally, you’ll be able to demonstrate how you had a direct impact on the bottom line.
  • Each month, he or she must give a consistent and continuous tale. We can’t change the way we read numbers to make them appear better. So we can’t say one month, ‘Well, organic traffic is down, but look at all of this organic traffic,’ and the following month, ‘Well, organic traffic is down, but look at all of this organic traffic,’ and so on.
  • Provides all of the data to back up the summary at the start.
  • Clients are amusing when it comes to the metrics they consider significant. They may or may not be relevant to their specific company. Include them in the report as well.
  • Include something instructive, since no matter how many times you tell a customer anything, they will forget it, thus we must repeat it many times. ‘This double-digit increase is not sustainable,’ for example, and ‘in Q4, we will be moving into the keyword position protection and traffic maintenance stage.’

In response to my staff’s reports:

I need a thorough awareness of what is going on with their company. If we’re doing well, or if we need to devote additional resources to the customer, or if the monthly report is unappealing. 

  • I need a daily report detailing any issues (such as rejected advertisements or keywords) and the steps taken to resolve them.
  • Weekly updates on our progress throughout the month On key indicators, there was a year-over-year increase. Then, with data backup, an explanation of what is moving the numbers. “Organic traffic is decreased, mostly owing to this term,” for example. We’re still in the same situation, but the volume has diminished, so there’s nothing we can do about it.” To do so, they’ll need to compare Webinomy, Google Search Console, Analytics, and a CRM system to ensure that what they believe is going on with statistics is reflected in each system.
  • We also keep track of other indicators at each level of the marketing funnel and report on them internally. That way, we’re not simply looking at traffic>leads and speculating on what’s going on in the interim. To expand each level of the funnel, we pull separate levers. It’s much too detailed for client reporting, and most of the time, it’s over their heads.”

Kathleen Gier is a writer.

BuilderDesigns’ Director of Content Strategy

“What distinguishes an excellent marketing report from a decent one?” Approachability is the most critical aspect of a successful report. It should represent your partners’ interests and expertise levels in a manner that offers the information they want to view without being overpowering.

How can you make a customer (or employer) report stand out from the rest? Have a good time with it! To make the statistics a bit more intriguing, brand your report and add some color. Below each chart, we prefer to provide some brief narratives that emphasize what we believe is relevant and why the findings are noteworthy.”

Michela Marzoli is an Italian actress and model.

Club del Sole’s SEO and SEM Manager

“Three components, in my opinion, should be the emphasis of a strong marketing report: goal, action, and data visualization.

Goal: KPIs and dashboards should represent the demands of the end users. If the users are in upper management, concentrate primarily on macro-KPIs like ROI, LTV, and cost per acquisition. Add Middle Management procedures, such as conversion routes and attribution models, to that report. Add Micro-KPIs to the report if it is geared to Specialists such as CTR, CPC, or position changes.

Every report should include a call to action. That is, provide readers with actionable advice on how to enhance the KPI. Even a simple sentence at the conclusion of each Dashboard, such as “spend more advertising money on mobile devices, which produce the greatest conversion rates,” would suffice. As a consequence, the analyst’s function becomes more pragmatic and results-oriented.

Data Visualization: Transform data into visual insights while balancing creativity and simplicity. While trying to present a compelling tale focused at your ultimate user, don’t break conventional visualization norms that consumers anticipate, such as color conventions (red=danger..).

Webinomy’s My Reports tool assists agencies and marketers with reporting by allowing them to generate, tweak, and schedule PDF reports for their clients or management. My Reports may assist you in the following ways:

  • Create reports based on a wide variety of data ( Webinomy tools, Google Analytics, Google Search Console, Google My Business).
  • Create marketing reports from scratch or choose from a variety of templates.
  • Schedule regular reports to be issued on a monthly, weekly, or daily basis to automate reporting.
  • Integrate your brand information into your reports to make them more personalized (the white-label feature is available in the Agency Growth Kit along with other agency-friendly features).

My Webinomy Reports

In minutes, you can create professional, data-rich, and completely configurable reports.

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The “marketing report template excel free download” is a marketing tool that helps you create daily, weekly, and monthly reports. The templates are available for Excel and PDF.

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