Speed up reporting for demand generation with custom report templates
Streamline reporting for your demand generation team, making it easier to track success and optimize strategies.
How to make your report templates useful
Define your growth formula
Connect your reporting templates with your existing ad platforms, CRM, and analytics tools. Automating data collection across channels saves time and ensures accuracy, so your reports are always up-to-date. This helps you get a comprehensive view of all your demand generation campaigns in one place.
Set up end-to-end marketing attribution
Connect your reporting templates with your existing ad platforms, CRM, and analytics tools. Automating data collection across channels saves time and ensures accuracy, so your reports are always up-to-date. This helps you get a comprehensive view of all your demand generation campaigns in one place.
Choose the right tool
A reporting tool that aligns with your demand gen goals and integrates well with your existing tech stack will save you a ton of time. Look for templates that are customizable and include visualizations of key metrics. The right templates will streamline your reporting process, freeing up more time for analysis and iteration.
Use dashboards to quickly assess performance and make data-driven adjustments
Leverage your report templates’ dashboards to get an at-a-glance view of your campaign performance. Use these insights to tweak budget allocations, refine targeting, or adjust creatives. This helps you respond faster to what’s working (or not) in your campaigns.
Optimize based on insights
Review your report templates regularly to spot trends and optimize campaigns. Use the insights to adjust your demand generation strategy, whether it’s doubling down on high-performing channels or reallocating spend. Consistently using these templates keeps your reporting focused and actionable.
Bring metrics from your entire demand generation marketing funnel, into one place.
Demand generation metrics
Demand generation report templates compile performance metrics into actionable reports, offering clarity on engagement and conversion trends.
Dimensions for demand generation teams
Dimensions in demand generation reports allow teams to segment insights by audience, campaign type, and time period, enabling data-driven adjustments.
Flexible and fast integration options
One-click connectors
Warehouse-native
Bring your full-funnel metrics into one place
Dimensions
- Traffic source
- Channel
- Campaign
- Landing page
- UTMs
- Country
- City
- User segments
Metrics
- New visitors
- Sign up conversion rate
- Sign ups
- Leads
- Lead to MQL conversion rate
- MQLs
- MQL to SQL conversion rate
- SQLs
- SQL to opportunity conversion rate
- Opportunities
- Opportunity to closed won conversion rate
- Closed won customers
- New customer conversion rate
- New customers
- New customer ARR
- Expansion ARR
- Reactivation ARR
- Churned ARR
- Contraction ARR
- Total ARR
- Churn rate
FAQs
Why are report templates valuable for demand generation teams?
They streamline the reporting process, ensuring that key metrics and insights are consistently clear and actionable.
Can report templates be customized for different stakeholders?
Yes – in Roadway you can tailor templates to highlight specific metrics or insights relevant to different audiences – like management or sales teams.
How do report templates improve the efficiency of demand generation teams?
They eliminate the need to build reports from scratch, saving time and allowing teams to focus on analyzing data and optimizing campaigns.
What are the benefits of using report templates?
Report templates ensure consistency, making it easier to compare performance across campaigns and time periods.
How can report templates help with showcasing ROI to leadership?
They include key ROI metrics like revenue generated, cost per lead, and campaign effectiveness, making it easier to show the impact that individual campaigns are having on your overall demand generation efforts.