Free template

Free monthly marketing report template

A one-page report that answers what owners actually ask: what did we spend, what did we get, what did each channel return and what happens next month.

Quick answer

This free monthly marketing report template turns one simple data table into a one-page report. Pick the month and it shows spend, leads, cost per lead, new customers, cost per customer, revenue and return on spend compared with last month, a channel-by-channel table, six-month trend charts and space for what worked, what didn’t and next month’s plan. It works in Excel and Google Sheets with no email required.

Inside the template

What’s in the file

Every tab is built with live formulas, so you type in a few numbers and the rest calculates. Peach cells are the ones you fill in.

growfaster-monthly-marketing-report-template.xlsx
ScorecardThis monthLast monthChange
Spend$8,800$8,640+1.9%
Leads167156+7.1%
Cost per lead$52.69$55.38−4.9%
New customers4951−3.9%
Revenue$42,650$44,350−3.8%
Return on spend4.8x5.1x−5.6%
ReportDataStart here
Made-up example data from the template, not a benchmark or client result.

Report

Scorecard with month-over-month change, channel table with share of spend, spend vs. revenue and leads charts for the last six months, and three notes boxes.

Data

One row per channel per month: spend, impressions, clicks, leads, new customers and revenue. Room for 600 rows.

Start here

Instructions, definitions and the color key.

How to use it

Five steps. About ten minutes.

Works in Microsoft Excel, Google Sheets (upload it to Google Drive and open it with Sheets) and Apple Numbers.

  1. 01

    Enter the month’s numbers

    On the Data tab, add a row per channel with spend, impressions, clicks, leads, new customers and revenue. Use the first day of the month as the date.

  2. 02

    Pick the report month

    At the top of the Report tab, set the month. Everything compares it with the month before.

  3. 03

    Read the scorecard and channels

    Green changes are good news and red ones need a look. For cost per lead and cost per customer, lower is better.

  4. 04

    Write three short notes

    What worked, what didn’t and the plan for next month. Owners read these first.

  5. 05

    Share it

    Print the Report tab to PDF. It’s set to fit one landscape page.

Lead with business results

Owners care about leads, customers, revenue and cost per customer. Impressions and clicks belong in the report, but below the numbers that pay the bills.

Compare, don’t just list

A number on its own means little. Month-over-month change and a six-month trend show whether things are improving and help you spot seasonality.

End with decisions

Every report should finish with what you’ll change next month, such as moving budget, fixing a page or testing an offer. That’s what turns reporting into growth.

Want this done for you? Your new marketing department handles every channel for $1,997/month.

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FAQ

Frequently asked questions

Straight answers. Have a question that isn’t here? Ask it on a quick call.

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What should a monthly marketing report include?

At minimum: spend, leads, cost per lead, new customers, cost per customer, revenue and return on spend, broken down by channel and compared with last month. Finish with what worked, what didn’t and the plan for next month.

How do I calculate cost per lead and return on spend?

Cost per lead is spend divided by leads. Return on spend is revenue divided by spend. The template calculates both for the whole month and for each channel.

Where do I get the numbers for the report?

Spend, impressions and clicks come from each ad platform. Leads come from your call tracking, forms and booking tools. Customers and revenue come from your CRM or invoicing system.

Can I use this for clients?

Yes. It’s free to use, copy and share, including for client reporting.

Does it work in Google Sheets?

Yes. Upload the file to Google Drive and open it with Google Sheets. The formulas, charts and month selector keep working.

Do I need to give my email to download it?

No. The download is free with no email or sign-up required.

Does GrowFaster provide reporting?

Yes. Every GrowFaster client gets live reporting plus monthly reviews as part of one marketing department for $1,997/month. Book a Free Assessment to see it.

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