Monthly Marketing

Reporting Meeting
[Insert Company Name Here]
[Insert Meeting Date Here]
 Why Use This Template?
One of the key questions on many marketing leaders’ minds is: How can I make sure the rest of
the company sees the impact of my team’s efforts on our bottom line?

The first step should be to publish a thorough and quantitative monthly report on your
marketing team's impact. It can be time-consuming and difficult to prove the downstream
impact of your marketing efforts, but it’s worth pulling together the numbers to demonstrate
the value of your work and identify areas where your team may need to invest more of its
energies.

The spreadsheet included alongside this slide deck template will help you collect the data you
need to show how your marketing investments are generating revenue for your business. This
deck will allow you to put together a comprehensive presentation for your team and your
superiors that gives them the key takeaways as well as the specific numbers to back up those
takeaways.
 How to Use This Template
Inside this slide deck, you’ll find navy blue slides for your final presentation, and you’ll also
find white slides with instructions, tips, and tricks.

• Once you’re confident with your navy blue slides, you can delete the slides with white
backgrounds. To do so, right-click on the relevant slide in the left-hand column and press
‘Delete Slide.’
• To fill in the Monthly Highlights slide, simply refer to the spreadsheet included with
your download of this template. You’ll find the exact cell location included on the slide
deck to show you where to look.
• Italicized text and X’s indicate that you should replace the text with information specific
to your presentation – for example, which month it is or the number of total leads you
generated in the previous month.
• To insert one of the charts from the spreadsheet, you can right-click on the chart in the
spreadsheet and select ‘Save as Picture.’ Once you’ve saved the picture, you can upload
it into this slide deck by selecting ‘Insert’ > ‘Picture’ in the top toolbar.
– You can find more detailed instructions on saving pictures of charts here.
 Agenda

1. [Insert Month Here] Highlights

2. Monthly Trends
 Marketing Reach
 Website Visits
 Leads Generated by Marketing
 New Customers by Source
 Customers Sourced by Marketing
 Visit-to-Lead Performance
 Lead-to-Customer Performance
 Visit-to-Customer Performance

3. Top Recent Campaigns

 Monthly Highlights
Your C-suite is busy, but that doesn’t mean they can ignore the results you’ve driven. You
should strive to make it as easy as possible for your superiors to glean key insights
from your detailed reports.

While a marketing director or VP will be invested in your full report, you’ll want to provide
a summary of the metrics to help:

• Keep an easy reference for monthly performance.

• Show off your team’s work to senior leaders who want to scan results quickly.

The following slide will allow you to highlight key metrics. In light blue, you’ll find
exactly where you can look in the associated spreadsheet for the number the slide is
referencing.
 [Insert Month Here] Highlights
 Total Marketing reach grew X% month over month
(Cell O10, Reach tab)

 Overall website visits up X% from [previous month]

(Cell O13, Visits tab)

 Generated X new leads in [month], up X% from [previous month]

(Cell M13 & O13 respectively, Leads Tab)

 Marketing brought in X customers, up X% from [previous month]

(Cell M13 & O13 respectively, Customers Tab)

 Marketing generated X% of all customers closed

(Cell M18, Customers Tab)

[Note: Add additional metrics as needed.]

 Displaying Trends
The highlights summary will have your audience excited to dive into the details, but it’s
important to show your team the overall trends occurring in various parts of your
marketing, too.

Showing trends overtime will help you to:

 Provide historical context into the growth and seasonal patterns affecting your
numbers
 Pinpoint which campaigns and channels are hurting or helping you
 Monitor trends that can be used in future strategy meetings

The following slides will highlight eight different metrics to include in your report. Again,
you can right-click on any chart in the included spreadsheet and select ‘Save as
Picture’ and then upload it into this slide deck by selecting ‘Insert’ > ‘Picture’ in the top
toolbar.
– You can find more detailed instructions on saving pictures of charts here.
Marketing Reach by Month
Website Visits by Month
Leads Generated by Marketing
Efforts
New Customers by Source
Customers Generated by Marketing
Efforts
Visitor-to-Lead Performance
Lead-to-Customer Performance
Visit-to-Customer Performance
 Point Out Top Campaigns
Your team works on many campaigns that ultimately help drive the trends shown in the
previous graphs. Use this last slide to call out the specific campaigns that helped drive your
success.

For a larger team, this is an opportunity to call out folks who may have worked particularly
hard to help meet a specific goal with their campaign. This will also help you show the
long-term impact of the various projects your marketing team works on at any given time.
 Top-Performing Marketing
Campaigns

 Campaign A: X Leads
(Example: Industry Trends Ebook: 225 leads)
 Campaign B: X Leads
(Example: Free Sales Assessment: 75 leads)
 Campaign C: X Leads
(Example: Product Launch Webinar: 50 leads)
 Next Steps
Now that you have this template and are familiar with how to use it, you’ll be able to
simply update the accompanying spreadsheet and specific numbers each month.

Use it to identify areas for growth and areas where your team should stop investing. Use it
to hold yourself accountable.

Most importantly, use it to demonstrate your impact – and always remember that your
metrics matter. Your team’s impact matters to your business.

Still feeling like you’re spending too much time putting together reports by hand and
stitching together data? HubSpot’s Marketing Hub includes reporting functionality that
instantaneously pulls together every metric you want to see.

Get a free demo today.