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Marketing Agency Report Template

Ditch Excel spreadsheets. Track and analyze your clients marketing data from all channels on one dashboard.

Get real-time alerts when key metrics trend up or down. Create reports and dashboards in your client’s logo, colors, and visuals. Make data driven decisions.

Track your most important KPIs for all your ad campaigns in one place

Explore ready-made marketing reporting dashboard templates:
Performance Dashboard Template
Optimize for better financial performance on your PPC campaigns with a powerful dashboard tool. Find out which ad campaigns are working and which are underperforming and allocate budget accordingly.
Connectors used:
KPI Dashboard Template
Need an all-in-one tool to track all your important KPIs in real-time? A marketing dashboard visualizes both high-level KPIs and granular data. Find out how it works with ready-made templates.
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eCommerce Dashboard Template
If you are an eCommerce retailer running ad campaigns, you need an automated dashboard to monitor sales performance. Connect easily to our eCommerce dashboard for key revenue and conversion metrics.
Connectors used:

Need a custom reporting or dashboard template?
We got you covered.

Get your custom template within 48 hours

Have a report you’d like us to replicate, or need some extra assistance? Get in touch with us and we’ll build a template within 48 hours to help you evaluate Adriel for your business’ specific goals.
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What is an agency marketing report template?

An agency marketing report is a data visualization tool for aggregating and tracking key metrics on various advertising and marketing campaigns. Similar to agency dashboards, this report template provides agencies with a clear, concise overview of their clients marketing performance.

Adriel’s custom marketing dashboards make it easy to track performance, compare results across channels, and identify trends, enabling data-driven decisions for marketing teams. It’s an invaluable asset for understanding how your agency’s marketing efforts contributed to brand awareness, engagement, and conversions.

How do I create an agency digital marketing report?

It’s easy to create marketing reports on Adriel. Just connect your paid advertising accounts or social media platforms from a drop-down menu and your data will start flowing onto the dashboard automatically. No coding or technical knowledge required.

Create an account

Sign up for Adriel with your email after your demo.

You can then select a pricing plan that suits your needs.

Connect your accounts

Simply choose from a drop-down list to import dimensions and metrics from your client’s ad accounts, analytics tools, and mobile measurement partners.

Adriel supports integrations with up to 650+ data sources, including social media channels, ad platforms, analytics tools, and eCommerce platforms.

And if you don’t see an integration that we support natively, we can create custom integrations just for you.

Visualize your data

Use our ready-made templates to instantly see all your KPIs in minutes.
Or, start from a blank page and choose your data visualization widgets and graph types.

Create different views for different stakeholders

Set up different views for each account manager or client in just a few clicks. Give different access permissions and collaborate with others on a live dashboard.

Download and share white-labeled reports

Automate your entire client reporting process. Determine your clients’ brand visuals, colors, and logos, and download fully customized reports as PDFs or CSVs. Or share links to the live dashboard with clients.

How do you structure a marketing report?

Based on thousands of marketing reports we’ve seen of our marketing agency clients, a well crafted marketing report have these elements:

Summary of key action items

On the first page of your marketing report, start with a recap of major campaigns or actions your marketing team executed.

This includes detailing the strategies implemented, the rationale behind them, and the results achieved.

You can also use this section to write data stories: a concise recap of marketing results for the month.

Complete overview of key marketing metrics

Next, include a big picture of previously-agreed upon key performance indicators such as website visits, conversions, e-commerce sales, or new leads.

Identify if key marketing metrics are on track, and clarify reasons for any performance fluctuations like site URL changes or significant events.

  • Ad spend
  • Revenue
  • ROAS
  • Link clicks
  • Impressions
  • Cost per click (CPC)
  • Click

Performance by channel

For clients that want to dive deeper into specific channel performance, this section is beneficial.

Outline a snapshot of performance and strategies on different marketing channels that you worked on. This depends on what kind of services you provide but typically includes social media, PPC, and email marketing channels.

Trends over time

Include a section where your clients can see where their money is going and how it's performing over time, making it easier for them to plan their marketing strategy for the next months.

It’s also important to provide explanations for any fluctuations in performance so clients can make informed decisions.

Ad creative details

Have ad creatives on different channels? Dig deeper into each in this section.

The ability to see ad creatives directly within your performance reports make exploring data so much more intuitive so your clients know exactly what works best on their PPC campaigns.

How users are discovering you on Google
How long they are reading your content
How they’re interacting with pages on your website
How many times they visited you before converting
Here are the common site-centric data that marketers track:
No items found.

How do you make a KPI dashboard?

You should structure your marketing dashboard the way you write stories—with a clear beginning, middle, and end.
Divide your dashboard into three levels: top, middle, and bottom.
At the top, include:
  • Your brand / client’s visuals (name, logo, taglines)
  • Data stories
  • An overview of business metrics or compared with a specific time period
The middle section should analyze these KPIs in more detail:
  • Performance trends visualized in different types of graphs
  • Relationships between one KPI and another
  • Causes and effects
Finally, drill down to granular data:
  • Marketing mix
  • Details of ad campaignsAd creative insights (e.g. ad copy, photos, videos)Analysis of creative intelligence (e.g. keywords, colors, emojis)
  • Ad creative insights (e.g. ad copy, photos, videos)
  • Analysis of creative intelligence (e.g. keywords, colors, emojis)

What our customers are saying

Adriel made it easy for us to track our online ads across multiple platforms. The reporting process is now a lot more straightforward for my account managers, and our clients are in love with their new live dashboard. What a win!
J.Townley, Founder of Paparico
Marketing Agency
Satisfied Clients
Hours saved per week
Clicks Overview
Impressions are the total number of times any of your webpages or your ads appear in search engine results and are viewed by users.

You can measure ad impressions through Adriel’s marketing dashboard across multiple ad channels, creatives, keywords, and audiences.
Link Clicks
Link clicks are the total number of times the links in your ad copy, call-to-action, or images have been clicked.

These links can lead to destinations within or outside of the platform where you’ve launched your ad, such as your landing page, social media profile, or a blog post. This is also a key metric for SEO.
Click-through rates (CTR)
Click-through rates measure the number of clicks you receive on an advertisement—per the number of impressions.

Generally, high CTRs mean that your ads were successful in attracting the attention of your target audience. High CTRs can also lead to lower advertising costs on advertising platforms like Google Ads. This article lists the average CTRs for all your favorite PPC channels.
Cost Overview
Cost-per-click (CPC)
Cost-per-click (CPC), similar to pay-per-click, is a popular programmatic advertising term where you pay an ad seller a cost every time someone clicks on an ad.

Different social media platforms, search engines, and programmatic publishers set different CPCs. They can range anywhere from $0.4 (Twitter Ads) to $6 (LinkedIn Ads). Get the average CPCs for your industry here.
Cost-per-mile (CPM)
Cost-per-mile (CPM) is the amount you pay for every 1000 impressions that your ad garnered. The CPM on different ad channels depends on a number of factors, such as the target audience, ad format, and the level of competition for ad space.
Cost-per-conversion (CPCV)
Everything comes with a cost, even conversions. Cost-per-conversion, or also known as cost-per-acquisition (CPA) pits the total revenue gained from an ad campaign against the total cost of that campaign.

CPCV is one of the easiest and most effective ways to determine if your ads are working. If your CPCV is too high, it could mean you have the wrong keywords, visuals, target audience, or channel. This is why it’s important to have a PPC reporting tool that lets you see super granular data as well as essential KPIs.
Conversions Overview
Conversions revenue
Revenue is the most rudimentary metric you can track on your report, but it helps you and your clients understand which campaigns or channels are bringing in money and which are draining your wallet. When you have this data, you can devise well-informed strategies in the future.

On Adriel’s PPC dashboard, you can view the total revenue for your ad campaigns across multiple digital channels, from LinkedIn Ads and Bing Ads to Walmart Connect.
Conversion rates (CVR)
Conversion rates (CVR) measure how many people took this desired action out of the total number of website visitors. Discover average CVRs by industry here.

Conversions are easier explained than measured, as they involve multiple circular paths from impressions to clicks to action on different marketing channels. But a PPC reporting dashboard reduces the hassle of having to go into each marketing channel and manually looking at each metric to arrive at conversions data.
Return on Ad Spend (ROAS)
When you pit revenue against ad spend, you get return on ad spend. ROAS measures the amount of revenue you earn for every $1 you spend on advertising. Find out what is regarded as a good ROAS ratio here.

Keeping track of your return on investment can be overwhelming when you have multiple campaigns running across different channels. Delegate the task to a reliable marketing dashboard but opt for one that comes with push notifications so that you don’t have to check back every ten seconds for potential fluctuations.

How do I report Meta Ads? What metrics do I show?

When reporting Meta Ads, you will want to visualize Instagram Ads and Facebook Ads performance side-by-side to understand how each platform is contributing to your digital marketing goals. Here’s how it looks like on Adriel’s report template:

An overview of key metrics on your Facebook and Instagram accounts.
  • Followers
  • Fans
  • Impressions
  • Engagements
  • Reach
  • Profile views
Link Clicks
  • Followers
  • Engagements
  • Impressions
  • Profile views
A closer look at performance trends. Compare different metrics over a specific time period.
  • Facebook Impressions/Profile views
Link Clicks
  • Instagram Impressions/Profile views
A deep dive of all your Instagram and Facebook posts.
  • Facebook posts by
    • Impressions
    • Post engagement
    • Post comments
    • Post like
    • Post shares
Link Clicks
  • Instagram posts by
    • Impressions
    • Post engagement
    • Post comments
    • Post like
    • Post shares
Other metrics you can visualize:
  • Click-through rate (CTR): the ratio of impressions to clicks
  • Cost-per-click (CPC): the price you pay for each click on your Facebook ar Instagram ads
  • Cost-per-mille (CPM): the price you pay for every 1000 impressions
  • Conversion rates: the ratio of ad impressions or clicks that led to purchases or any other
    campaign goal
  • Cost-per-acquisition (CPA): the total cost of landing a new customer through Instagram or
    Facebook Ads

What is cross-platform analytics?

Cross-platform analytics refers to the ability to measure and analyze the performance of marketing campaigns across multiple platforms. This can include channels like:
  • Ad accounts: e.g. Google Ads, Meta Ads, LinkedIn Ads, etc.
  • E-commerce social platforms: e.g. Pinterest, Reddit
  • Programmatic platforms: e.g. Walmart Connect, The Trade Desk
  • Analytics tools: e.g. Google Analytics
  • Mobile analytics tools: e.g. AppsFlyer, Adjust
  • …and other sales and CRM tools
Check out our integration library to find out which platforms you can integrate to Adriel.
Cross-platform analytics helps agency owners and marketers identify areas where they need to make adjustments to optimize their ad spend. For instance, they can look at conversion and revenue figures and decide how to reallocate their budget across different marketing platforms.

What factors do we need to consider while making a digital dashboard?

To build an impactful cross-platform dashboard, you should consider:
The number of integrations
Most dashboard software in the market allows you to connect with anywhere from 60 to 600+ advertising and analytics platforms. The more connections, the better. Adriel supports integrations with 600+ channels and if there’s one that we don’t support natively, we can custom-make it for you.
Ease of use
It’s not just about the number of connections but also how easy it is to connect to these data sources.On Adriel, you can simply choose the platform you want to connect to from a drop-down list, and drag and drop widgets to start building your dashboards.
Real-time data
In a world where data is evolving every second, you need a dashboard that streams data as it comes in real-time so you can always see the latest campaign performance and take action in a timely manner.
Visualize ad creative data
Most dashboard software can show you all the main KPIs at a glance. But what if you want to dive deep into the details of your marketing campaigns? Adriel shows you granular data down to the ad level and allows you to report back on headlines, CTAs, and ad copies that led to higher conversion rates.
Alert system
Look for a dashboard software that alerts you whenever campaign metrics go above or below a certain KPI. With Adriel’s cross-channel alarm system, you can take advantage of opportunities and fix issues immediately.
White label reports
When it comes to client reporting, it’s very time-consuming to manually build complex dashboards in Google Data Studio or beautify your reports on PowerPoint. With Adriel, you can generate PDF reports with your brand visuals and client logos and colors within minutes.
Create an account
Book a Demo to get started. After your demo, we'll send you a link to sign up to Adriel for 14 days free. We'll also help you choose a pricing plan that suits your needs.
Connect data sources
Simply choose from a drop-down list to import dimensions and metrics from your ad accounts, analytics tools, and mobile measurement partners. See this page for a full list our integrations.
Visualize your data
Use our ready-made templates to instantly see all your KPIs in minutes. Or, start from a blank page and choose your data visualization widgets and graph types.

A Comprehensive All-in-One Marketing Reporting Dashboard to Monitor All Your Paid Media KPIs

Easily Track Paid Campaign Results in a Single Marketing Reporting Dashboard

Integrate all your paid ad channels’ results into one marketing reporting dashboard. Curious to know how your Meta, Google, or TikTok Ads are performing? Connect all of these platforms to Adriel, and in less than 5 minutes, show all of your paid campaign results in one unified dashboard. See our integrations page for more information.

White-Labeling & Customization
In Our Marketing Reporting Tool

Our software was expertly designed with powerful functions for marketers. But everything can be customized. Adriel’s flexibility allows you to change all aspects of the dashboard design and appearance. Impress your clients with a professional marketing reporting dashboard report for an expert brand image.

Create an Insightful
Marketing Agency Report Dashboard
Using Our Pre-made Templates

You can start from a blank page to create a marketing reporting dashboard, but what if you don’t have time? Our extensive pre-made marketing reporting dashboard library has everything you might need. Try Adriel, and you’ll have more time to research ways to increase conversion or optimize your landing pages.

Other Dashboard Examples

PPC Dashboard Template
Have pay-per-click campaigns on different channels? A PPC dashboard aggregates and displays all your key insights in one place so you can optimize for higher ROAS.
Paid Social Media Dashboard Template
Paid social campaigns are critical for brand awareness and conversions. See marketing dashboard examples to track campaign performance in real-time.
Manager Dashboard Template
Keep on top of all the critical information the management needs to know in order to make decisions with our ready-to-go manager dashboards.

Why Leading Advertisers Choose Adriel

Eliminate manual reporting
Spend more time acting for impact and less time on repetitive tasks
Foolproof your data
Say goodbye to data translation risks with automated data transfers and harmonization
Get real-time alerts
Automatically track KPIs and insure all your campaigns against unforeseeable errors
Drive better performance
Access a full suite of creative intelligence tools designed to help you maximize performance
White label your work
Generate beautifully branded reports your clients will love in minutes
Offer better services
Get more time to do what you love and build more trustworthy relationships

What our customers are saying:

Management Cost
Hours saved per week
I was always asking for reports from my teams but by the time I got them it was too late to capitalize on some important insights, which hindered our growth. Now I just sign in to Adriel and see everything for myself as it happens.
J.Riley, CEO of Edge
Digital Agency
Satisfied Clients
Hours saved per week
Adriel made it easy for us to track our online ads across multiple platforms. The reporting process is now a lot more straightforward for my account managers, and our clients are in love with their new live dashboards. What a win!
P. Townley Jones, Founder of Paparico
Marketing Agency


All your questions answered. And if you can’t find it here, chat to our friendly team.
What should be included in a monthly marketing report?

We asked 6 marketers this question, and here are the 11 sections they recommend:

  1. Cover page
    Kickstart your report with a white labeled cover page featuring both your agency's and client's logo and visuals.
  2. Summary of key action items
    On the first page of your report, highlight a recap of major campaigns and actions executed for the month.
  3. Goals
    At Adriel, we’ve found that marketing agencies love our goal pacing feature for client reporting.Highlight this front and center so your clients know exactly how close they are to hitting their marketing goals at a quick glance
  4. Brief overview of current KPI performance
    Next, include a thorough analysis of previously-agreed upon marketing KPIs such as website visits, conversions, e-commerce sales, or new leads.
  5. Performance by channel
    Outline a snapshot of performance and strategies on multiple channels that you worked on.
  6. Trends and distribution
    Include a section where your clients can see where their money is going and how it's performing over time, making it easier for them to plan their marketing strategy for the next months.
  7. Detailed breakdown of results per channel
    Drill down to specific results of different marketing activities in a pivot table to show which channels drove the best results, and what actions need to be taken for further improvement.
  8. Ad creative details
    List out all the creatives for each channel and KPIs for each. With Adriel's Wordcloud, you can even report on the most effective keywords, emojis, and colors in your ads.
  9. Time utilization and work
    Ensure transparency by breaking down time spent and work completed in line with client expectations.
  10. Live reporting dashboards
    Within your report, include links to live reporting dashboards so clients can see how their digital marketing metrics fluctuate in real-time.

🔚 Recommendations and closing thoughts

End your report with a section dedicated to recommendations, action items for the next month, and other important notes.

For a full breakdown (and screenshots) of each section, please check out this article: 11 Components of a Monthly Marketing Report

Which metrics should I track on a monthly marketing report template?

The metrics will vary based on the type of service your agency offers and the marketing campaigns your clients are running.

But here are different metrics that you can track for each channel to create a great report:

Social media marketing:

  • New Follower Count
  • Engagement
  • Reach
  • Impressions
  • Clicks
  • Top Posts
  • Demographic
  • Bookings/Revenue Generated

Email marketing:

  • Clicks
  • Opens
  • Open rate
  • Unsubscribes
  • Bounce rate
  • Bookings/Revenue Generated

Paid channels for advertising:

  • Total Ad Spend
  • Clicks
  • Click-through Rate (CTR)
  • Conversion Rate
  • Calls
  • Leads
  • Engagement
  • Reach
  • Impressions
  • Cost per Result
  • Average order value
  • Bookings/Revenue Generated

Content marketing, technical SEO, and organic search:

  • Website Traffic
  • New Sessions
  • Engagement
  • Social Shares
  • Conversion Rate
  • Lead Generation
  • Content Performance
  • Return on Investment (ROI)
  • Customer Feedback
Which channels can I connect to on Adriel?

We support 650+ integrations with all your favorite marketing channels for a comprehensive view of campaign performance. Here are some of them:

  1. Advertising channels: e.g. Bing Ads, Meta Ads, Google Ads
  2. Social media platforms: e.g. Facebook, Instagram, Snapchat
  3. Analytics tools: e.g. Google Analytics, Google Analytics 4, Adjust
  4. Technical SEO tools: e.g. Google Search Console, Accuranker, Ahrefs
  5. eCommerce platforms: e.g. Shopify, Amazon Ads, Walmart Advertising

Explore all integrations here.

And if you don’t see an integration you’d like, just reach out to us and we’ll build one for you.

Take control of your marketing data today

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