The most useful marketing performance reports are built on a foundation of comprehensive data collection. They include accurate and complete information covering all possible marketing interactions, ranging from website visits to phone calls to customer conversions.
Digital marketing agencies and corporate marketers rely on these reports to effectively evaluate campaign performance, identify trends and opportunities, draw conclusions, and then make campaign update decisions based on meeting goals and increasing ROI.
Generating these reports requires the proper tracking tools, understanding which metrics matter most and effectively combining all this information into an easy-to-review dashboard.
Following are the main things to consider when building your own marketing reports:
Integrate the Proper Tools
You need to be able to capture and record audience interactions online and offline, from new leads to lead conversions in order to properly track campaign performance. This requires the use of:
- Web Analytics Platform (e.g. Google Analytics) — To capture sources of website traffic, what actions visitors take while on your site and online form completions.
- Call Tracking Software (e.g. Mongoose Metrics) — To track phone conversions and associate them with a marketing initiative and website activity.
- CRM Solution (e.g. Salesforce) — To close the loop on your marketing efforts, show which activities generated leads that converted to customers, and accurately determine ROI of marketing activities.
Measure Performance With Metrics
With the appropriate tracking technologies in place, it’s time to define the metrics you are going to use to show marketing campaign performance.
This starts with indexing all the various activities involved in your marketing campaigns, and then identifying how your audiences may interact with each. In addition, you’ll want to track how they interact with your company over time. Some common metrics to consider include:
- Source: Referring website, call source (i.e. offline ad), PPC campaign/ad group/ad/keyword bid, email click through, keyword search.
- Engagement: Click through rate, ad impressions, page views, bounce rate, time on site, last URL visited, repeat visits.
- Conversion: Conversion rate, cost per conversion, form completions, phone calls, resource content downloads, coupon submissions.
- Sales: Cost per acquisition, lead-to-customer conversions, contract renewals, up-sells.
The metrics you select should help you answer the following questions:
- Are your marketing campaigns satisfying the targeted business objectives?
- Are your marketing activities generating responses from target audiences?
- What topics, messaging, promotions/specials, or calls to action seem to resonate best with audiences?
- How qualified are the audiences you are reaching?
- Are they taking the actions you want them to take?
- Is the conversion rate in line with expectations?
- Are campaigns generating high quality leads?
- What type of return are you getting on your marketing investments?
Create a Marketing Dashboard
To simplify creating reports that answer these questions, consolidate your critical metrics from your tracking tools into a marketing dashboard. Select web analytic, call tracking and CRM solutions that can feed information to each other through the use of APIs.
By connecting performance metrics across tracking tools and reporting silos, marketers can create a complete, closed-loop marketing picture and be better prepared to review, evaluate and make campaign update decisions.
The following Mongoose blog post outlines some of the benefits of marketing dashboard and how to identify what should be included — Putting Performance Metrics into a Single Marketing Dashboard.
What technology and metrics do you use when structuring your campaign performance reports?




