Digital Marketing Report Template for Efficient, Client-Ready Insights

Search engine optimization (SEO) is an integral part of many digital marketing campaigns. If leads can’t find your client’s website, then you’ll never experience any success. This is why it’s so important to track the changes in the website’s SEO ranking. In early months, it’s understandable if your client’s website doesn’t rank as high as you’d like. However, if you’re not seeing positive change throughout the month, something is wrong with your SEO strategy.

Your clients rely on clear evidence that marketing efforts are driving real opportunities. This report section showcases the leads generated through active campaigns, where they originated, and how they’re progressing through the pipeline.

By breaking down lead sources, conversion trends, and pipeline status, you’ll illustrate how marketing directly supports business growth. This helps clients see the tangible results of your strategy, turning visibility and engagement into meaningful, revenue-driving outcomes.

The social media overview section of the marketing report shows you the most important metrics for each of the social media platforms you’re managing for your client. Most importantly of all these metrics, you’ll see overall customer engagement on each social channel you manage, giving you the information you need to prove to your client that social media is critical to marketing success.

Engagement in the social media marketing report section is broken down into total followers and total post engagement. For example, if you’re tracking Instagram, you’ll see how many followers on Instagram your client has, and the total number of likes you’re receiving on all of your posts.

This section of the digital marketing report is entirely customizable to include metrics that matter most to you and your clients. You can include total ads cost (which is calculated only when someone clicks an ad), cost-per-click, conversions, impressions and more. Each of these metrics helps you understand exactly how well your PPC campaign is performing, as well as the areas that need work.

Use the information here to make adjustments to your campaigns in order to maximize ROI and minimize total cost. You can also break this information down and organize it by specific ad groups or different campaigns. This is incredibly helpful when you’re running multiple campaigns simultaneously for your client.

Email marketing remains an essential aspect of any marketing campaign, even though it often gets overlooked for the newer and flashier marketing tools. When you’re running an email campaign for your client as a part of your digital marketing strategy, you’ll want to know how many people are reading the emails you’re sending and whether or not those people are doing what you want them to do with the emails.

To track these things, this section of the marketing report will display metrics for each campaign like open rates, click-through rates, unsubscribed, and the number of emails that bounced. These individual metrics give you an idea of how compelling the offers and calls to action in your emails actually are. Use this section to explain to your client how well certain campaigns are performing and why they’re doing well or not so you can target better strategies moving forward.

This section brings together the key takeaways from your clients’ digital marketing performance over the reporting period. It highlights what worked well, where improvements can be made, and how each channel contributed to overall growth. By summarizing campaign outcomes across traffic, engagement, and conversions, you'll clearly demonstrate the results of your agency’s efforts.

The next steps outline the actionable priorities for the coming period—whether that’s optimizing high-performing channels, refining underperforming campaigns, or testing new strategies based on recent data. This ensures your clients stay informed, aligned, and confident in the ongoing direction of their marketing strategy.