Agencies

How to Automate Your Monthly Inbound Marketing Report Deck in Databox Once and For All

You can instantly automate the monthly Powerpoint deck that you use to report on marketing KPIs in Databox.

Brian Moseley Brian Moseley on November 27, 2017 • 6 minute read

You know that time of the month when you need to stop all of your marketing activities to cobble together the monthly report?

It is pretty crazy that in the year 2017, we still hear about marketers that need to put in hours of manual labor just to format one report.

Hopefully, you know what I am talking about because it makes you want to tear your hair out. But if you don’t, here are the typical activities that you need to repeat each and every month:

  1. Log into each marketing service
  2. Find the screen with the appropriate KPI
  3. Copy that data or take a screenshot
  4. Paste the data into a spreadsheet or Powerpoint
  5. Format the Powerpoint so it looks current
  6. Add notes in a separate document
  7. Deliver to the client

Notice anything? Only step 6 encourages you to do any actual analysis of the KPIs! This is a colossal waste of your boss or client’s money.

At Databox, we are known for automated dashboards that can track data every hour from 50+ popular services like HubSpot, Google Analytics, Salesforce, Facebook Ads, Google Adwords and many more.

But, marketers have consistently asked us to replicate every aspect of their monthly presentations. They want their dashboards to be instantly ready for presentation anytime.

So, we put together this 11-part report that covers mostly inbound marketing metrics, but also Facebook Ads and Google Adwords. It includes the best practices we have seen from analyzing 50+ monthly reports shared by our customers. Best of all, you only need to set it up once and it will instantly begin monitoring your data. You can spend all your time on analyzing and improving campaigns.

And, if you need a guide to getting started with automated reporting, check out the full process we developed alongside the 120+ members of the Databox Partner Program.

The 11-Part Report for Inbound Marketers

Title Slide

What It Does: Add some branding to your presentation with the Image datablock. Use the Notes datablock to create an agenda for the meeting.

+ Get This Slide

HubSpot Sales and Marketing Waterfalls

What It Does: This slide tracks the entire inbound funnel. It looks at each step and ensures that they are increasing at the same rate. It tracks your revenue progress towards the monthly goal. It also ensures that your conversion rate from your website and deal size stay consistent.

This is your typical overview slide. It reviews the general health of the business before zooming in on each part.

Metrics Tracked:

  • Visitors, Leads
  • Customers, Revenue
  • Funnel Performance
  • Conversion Rates
  • Average Revenue Per Deal

+ Get This Slide

HubSpot Leads by Source

What It Does: This dashboard looks at the “Attract” stage of the inbound funnel. It reviews where most of your traffic comes from, and how successfully each channel converts visitors to contacts. It looks at top referring domains, since referrals tend to be a good source of inbound traffic. It also monitors whether any social media networks have been especially strong.

Metrics Tracked:

  • Conversion Rate of Visitors to Leads
  • Top Sources of Contacts
  • Visitors v. Leads for Each Source
  • Contacts Gained From Each Source
  • Contacts Gained from Each Social Media Source

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HubSpot Email Campaigns

What It Does: If you rely on an e-mail marketing list to keep prospects engaged, this dashboard is for you. It tracks the growth of your list, and monitors whether click rates stay high enough.

Regardless of whether you use email to communicate with users or send relevant blogs to subscribers, this dashboard will track your metrics.

Metrics Tracked:

  • Opens, Deliveries, Clicks by Email Campaign
  • Open Rate, New Subscribers
  • Click Rate, Conversion Rates in Email Funnel

+ Get This Slide

Social Media

What It Does: If you are in charge of social media for your business, this slide covers the Big 4- Instagram, Facebook, Linkedin and Twitter. It looks at engagement on the networks themselves, and whether they drive traffic back to your site.

Metrics Tracked:

  • Daily Follower Counts on Twitter
  • Daily Follower Counts on Instagram
  • Daily Friend Counts on Facebook
  • Daily Follower Counts on Linkedin
  • Visitors by Social Media Platform

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HubSpot Landing Pages

What It Does: This dashboard dives deep into individual landing pages. It reviews which ones get visited, and which ones create contacts. It also allows you to review which customers originated from a landing page signup.

Metrics Tracked:

  • Views by Landing Page
  • Submissions by Landing Page
  • New Contacts by Landing Page
  • Customers by Landing Page
  • Conversion Rates in Funnel

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AdWords Overview

What It Does: This dashboard reviews all the key stats around AdWords- CPC, Impressions, Clicks and Conversions. It then examines your PPC work based on campaigns, ad groups and keywords so you can see which campaigns are performing well and why.

Metrics Tracked:

  • Click Rates
  • Number of Impressions
  • Cost Per Click
  • Conversions per Day

+ Get This Slide

Facebook Ads Overview

What It Does: This dashboard reviews all your key Facebook Ad metrics, like impressions, engagements, and cost per click. It shows the health of your social ads holistically, and also breaks down results by individual campaign and ad.

Metrics Tracked:

  • Click Rates
  • Impressions/Reach
  • Cost Per Click
  • Campaign-Specific Metrics

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HubSpot Annual Results

What It Does: Most businesses set annual goals, then break those down into monthly goals. Since most of the monthly presentation slides strictly look at metrics from the previous month, this slide lets you take a step back and put your metrics in the context of annual goals. You can see whether you are on track to meet the annual revenue goal, and if not, you can review which part of the funnel needs improvement.

Metrics Tracked:

  • Annual Visits
  • Annual New Leads
  • Annual New Customers
  • Annual Revenue

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Conclusion Slide

What It Does: Share the lessons learned from this month. Let your client or boss know about priorities for next month.

+ Get This Slide

 

Here is an example of the report being looped using Carousel mode.

Check Out The Full Report

Automate Your Entire Reporting Process

Okay, so now you have each slide of your presentation with notes on recent results. You also have timeframes you can toggle- last month, last 30 days and month to date- in each one. Here are a few other features that will help you automate every part of your reports.

 

Our Master Date Range Switcher allows you to toggle the timeframes of all your graphs at once. So, rather than pasting multiple graphs for multiple time frames, you can switch in real-time.

 

You can use Goals to project your monthly or annual goals directly onto your charts. So, you can focus your boss or client’s attention on your success.

 

Annotations allow you to add notes on specific data points. So, you can mark the time when you began a new campaign or began split-testing a specific ad.

About the author
Brian Moseley
Brian Moseley
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