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A good marketing strategy report can make or break your business.
How?
Well, this is the report that will help senior management decide whether the strategy works in the first place. No wonder marketing is the most monitored and reported operation – as Databox’s state of business reporting revealed.
Your report should address company performance under the strategy and clearly show whether the strategy had been effective in achieving business goals.
Lastly, analysis of the strategy and how the company implemented it is key for future marketing strategic planning.
Sounds complicated? It doesn’t have to with our guide. Here is the framework that you can follow to draft a great marketing strategy report.
Marketing strategies are the plans and frameworks you execute to achieve previously set business goals (for example, for SaaS, it could be converting your target audience into paid customers). A marketing strategy report should be a comprehensive document that includes the strategies and tactics that will be used to promote and market your company. This type of report provides an overview of your company’s marketing strategy and the competitive landscape in which it operates.
Related: Business Report: What is it & How to Write a Great One? (With Examples)
Your company may be spending thousands of dollars on marketing, but if you don’t have an overall marketing plan in place, you may not be getting the best return on your investment. By following a proven marketing planning process and focusing on key performance indicators (KPIs), you can determine what is working and what needs improvement. You can then develop a strategy that covers all aspects of your company’s marketing activities.
Related: How to Write a Meaningful Marketing Plan: Starting with These 8 Tips
Here are some key components that should be included in your marketing strategy plan:
In order to write a marketing strategy report, you need to present facts, figures, and recommendations in a logical manner. The analysis of the strategy in relation to company objectives presents guidance for future strategic planning. That is the reason why the focus of your report should be on developing a clear understanding of how the subject strategy had an influence on favorable or unfavorable results.
The following 4 pillars should be the core of the marketing strategy report:
No matter if a company sets out to formulate an overall marketing strategy or develop a specific marketing campaign, it has to be able to describe its business and marketing objectives. An objective is a concrete and measurable result, which the company wants to achieve with its strategy or specific campaign. For example, if a company wants to sell more of its product range in the next 5 years, then the objective of the overall strategy could be “to increase sales volume by 15%.”
The strategy performance section provides a good opportunity to evaluate the validity of the strategic choices made and whether they were appropriate for the set goals. This section of the report is not just a summary of facts. If a strategy was not successful, you will want to explain why. You might refer to your discussion of external or internal factors that affected the strategy, and how you can improve the strategy in the future.
This section addresses the specific issues that encompass the company’s marketing challenges. The issues may include something as large as addressing a new market or as small as reconciling two different sales regions’ approaches to pricing. Even if you have already considered these issues, writing them down in this section forces you to be more objective about them.
The most common mistake companies make when preparing a marketing strategy report is not including solutions to problems. Your report is a chance to present your solutions. It’s not just an opportunity for you to say what happened and why it happened, but also for you to provide answers. If you’re proposing a new strategy, your report can include the information needed to implement it. To make these reports easier to build and present, use marketing reporting software (like Databox).
Like most marketers and marketing managers, you want to know how your efforts are translating into results each month. How is your website performing? How well are you converting traffic into leads and customers? Which marketing channels are performing best? How does organic search compare to paid campaigns and to previous months? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.
Our Monthly Marketing Performance Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:
Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring and analyzing your website traffic and its sources, lead generation, and more. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!
You can easily set it up in just a few clicks – no coding required.
To set up the dashboard, follow these 3 simple steps:
Step 1: Get the template
Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox.
Step 3: Watch your dashboard populate in seconds.
Marketing dashboards help visualize your marketing efforts and can help you track progress, identify areas for improvement, and help you come up with even more effective marketing tactics. This source includes 200+ ready-to-use marketing dashboard templates that you can use for free. All templates are fully customizable and work across multiple devices. Lastly, they are based on some of the most popular marketing and analytics tools like Google Analytcs, Google Seacrh Console, Ahrefs, Semrush, Google Ads, HubSpot Marketing, etc.
A glance at this dashboard can tell you whether you’re getting enough traffic to your website and if you’re converting those visitors into leads. Download our Marketing Overview Dashboard to instantly visualize the following metrics:
This simple Google Analytics (Website Measurement Plan) Dashboard is designed to help you present the strategy behind your’s or your client’s website, marketing efforts, and/or campaign. The dashboard provides key metrics that can be broken down into sections for clarity and context. The template includes the following Google Analytics metrics:
This Google Analytics (Content Marketing Overview) dashboard is a great starting point to identify opportunities, set goals, and measure the success of your content marketing strategy. You’ll get a snapshot of your performance by visualizing the following metrics:
Do you want to know if your social media efforts are yielding results? If the answer is yes, then the Social Media (Social Media Overview) dashboard can help you. Using data from Google Analytics, this report helps you measure the performance of different content types on each channel. The key metrics this dashboard includes are:
This template is useful for both small and large companies. Small businesses often don’t have the time or resources to put together a detailed analysis of their marketing efforts. Large companies struggle to fight with big data. The Monthly Marketing Performance Dashboard Template allows you to visualize your most important marketing data in one place and easily compare different metrics and spot trends. It combines data from HubSpot Marketing and Google Analytics.
Google Analytics metrics:
HubSpot Marketing metrics:
It can be hard to create accurate marketing reports and make sense of data coming from multiple tools, especially when you have a lot of day-to-day tasks to complete and simply lack time to create a report from scratch.
That is where Databox comes into play!
With our marketing dashboard software, you can better track progress towards strategic goals, ensure accountability, and align all stakeholders around data-supported decision-making – all from just one screen.
So, sign up for a free trial today and see for yourself why we have 120,000+ satisfied users!
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At Databox, we’re obsessed with helping companies more easily monitor, analyze, and report their results. Whether it’s the resources we put into building and maintaining integrations with 100+ popular marketing tools, enabling customizability of charts, dashboards, and reports, or building functionality to make analysis, benchmarking, and forecasting easier, we’re constantly trying to find ways to help our customers save time and deliver better results.
Grew up as a Copywriter. Evolved into the Content creator. Somewhere in between, I fell in love with numbers that can portray the world as well as words or pictures. A naive thinker who believes that the creative economy is the most powerful force in the world!
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