Speed Up Reporting For Your Performance Marketing Team With Custom Report Templates

Streamline reporting for your performance marketing team, making it easier to track success and optimize strategies.

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How To Make The Most Of Performance Marketing Report Templates

1

Define your growth formula

Link attribution data to your reporting framework so you can clearly show the contribution of each channel or touchpoint.

2

Set up end-to-end marketing attribution

Link attribution data to your reporting framework so you can clearly show the contribution of each channel or touchpoint.

3

Choose the right tool

Use a reporting platform that integrates with your marketing stack and allows for customizable templates to meet your team’s specific needs.

4

Use dashboards to quickly assess performance and make data-driven adjustments

Complement report templates with dashboards to monitor real-time performance and quickly address any gaps or opportunities.

5

Optimize based on insights

Regularly refine your templates to reflect evolving goals or priorities, ensuring reports remain actionable and relevant.

Bring metrics from your entire performance marketing funnel, into one place.

Metrics for performance marketers

Performance marketing metrics measure the ROI of your campaigns by tracking key outcomes like clicks, conversions, and revenue against ad spend.

Dimensions for performance marketers

Dimensions segment your performance data to uncover which audiences, platforms, or ad creatives drive the best results for your campaigns.

Flexible and fast integration options

One-click connectors

Segment logoSalesforce logoMeta logoHubspot logoGoogle Ads logoStripe logoGoogle Analytics logo

Warehouse-native

Snowflake logoGoogle BigQuery logoAWS Redshift logo

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

What are report templates, and how do they benefit performance marketers?

Report templates offer a pre-designed structure for tracking and presenting marketing performance, saving time and ensuring consistency.

Can report templates help teams focus on what matters?

Yes, by structuring reports around key metrics, templates ensure your team stays focused on the data that drives results.

How do templates improve collaboration within teams?

Templates standardize reporting formats, making it easier for teams to share insights and align on strategies.

Are report templates adaptable for different campaigns?

Absolutely, templates can be tailored to track performance across diverse campaigns and goals.

What should a good report template include?

A strong template highlights key KPIs, compares performance against benchmarks, and includes actionable insights for improvement.