8. You need to report and
share your monthly
marketing metrics.
9. And here’s a template to get started.
We built a PowerPoint
presentation deck that you can
customize with your monthly
marketing metrics.
Half of this deck will show
slides from that template, all of
which can be customized with
the Excel document that comes
with your download of the
PowerPoint! So if you want to
follow along, download it!
Download Yours
10. Now let’s review the
metrics you need to
prove the value of your
marketing team.
11. Let’s start with a slide
highlighting the, well,
highlights from your
previous month!
12. [Month] Highlights
• Total Marketing reach grew X%
(Cell O9, Reach Tab)
• Overall website visits up X%
(Cell O14, Visits Tab)
• Generated X new leads, up X%
(Cell M13 & O13, Leads Tab)
• Marketing brought in X customers, up X%
(Cell M13 & Cell O13, Customers Tab)
– X% of all customers closed
(Cell M18, Customers Tab)
Note: Add additional metrics as needed.
Use this slide to provide asummary into the numbersyour team drove.
13. December Highlights (Example)
• Total Marketing reach grew 13%
• Overall website visits up 7%
– Organic search traffic up 10%
• Generated 545 new leads in December, up 9%
– Organic search leads up 13%
• Marketing brought in 48 customers, up 20%
– 96% of all customers closed
– Lead-to-Customer % up 10%
Here’s an
example of what
this would look
like.
15. Now, let’s create graphs
showcasing monthly trends in
your marketing efforts.
16. Marketing Reach
0
500
1000
1500
2000
2500
3000
3500
Jan-‐12
Feb-‐12
Mar-‐12
Apr-‐12
May-‐12
Jun-‐12
Jul-‐12
Aug-‐12
Sep-‐12
Oct-‐12
Nov-‐12
Dec-‐12
Marke&ng
Reach
by
Channel
YouTube
TwiBer
LinkedIn
Facebook
Email
Whether these bars
go up, down, or
stagnate, your reach
is important!
17. Website Visits
0
200
400
600
800
1000
1200
Jan-‐12
Feb-‐12
Mar-‐12
Apr-‐12
May-‐12
Jun-‐12
Jul-‐12
Aug-‐12
Sep-‐12
Oct-‐12
Nov-‐12
Dec-‐12
Website
Visits
by
Source
Offline
Sources
Other
Campaigns
Social
Media
Referrals
Paid
Search
Organic
Search
Email
MarkeSng
Direct
Traffic
How many visitors
are you driving back
to your website?
18. Leads Generated by Marketing
0
100
200
300
400
500
600
Jan-‐12
Feb-‐12
Mar-‐12
Apr-‐12
May-‐12
Jun-‐12
Jul-‐12
Aug-‐12
Sep-‐12
Oct-‐12
Nov-‐12
Dec-‐12
Leads
Generated
by
Source
Offline
Sources
Other
Campaigns
Social
Media
Referrals
Paid
Search
Organic
Search
Email
MarkeSng
Direct
Traffic
How many sales leads
result from your
marketing campaigns?
19. New Customers by Source
0
10
20
30
40
50
60
Jan-‐12
Feb-‐12
Mar-‐12
Apr-‐12
May-‐12
Jun-‐12
Jul-‐12
Aug-‐12
Sep-‐12
Oct-‐12
Nov-‐12
Dec-‐12
Marke&ng-‐Generated
Customers
by
Source
Offline
Sources
Other
Campaigns
Social
Media
Referrals
Paid
Search
Organic
Search
Email
MarkeSng
Direct
Traffic
How many customers
is your marketing
attracting?
20. Customers Sourced by Marketing
0%
20%
40%
60%
80%
100%
120%
Jan-‐12
Feb-‐12
Mar-‐12
Apr-‐12
May-‐12
Jun-‐12
Jul-‐12
Aug-‐12
Sep-‐12
Oct-‐12
Nov-‐12
Dec-‐12
%
Customers
Generated
by
Marke&ng
What percent of allcustomers were firstinfluenced frommarketing?
21. Visit to Lead Performance
0%
10%
20%
30%
40%
50%
60%
Jan-‐12
Feb-‐12
Mar-‐12
Apr-‐12
May-‐12
Jun-‐12
Jul-‐12
Aug-‐12
Sep-‐12
Oct-‐12
Nov-‐12
Dec-‐12
Visit-‐to-‐Lead
%
How many visitors areyou converting intoleads?
22. Lead to Customer Performance
0%
2%
4%
6%
8%
10%
12%
Jan-‐12
Feb-‐12
Mar-‐12
Apr-‐12
May-‐12
Jun-‐12
Jul-‐12
Aug-‐12
Sep-‐12
Oct-‐12
Nov-‐12
Dec-‐12
Lead-‐to-‐Customer
%
What percent ofleads are closing intocustomers?
26. Top Marketing Campaigns
• Campaign A: X Leads
• Campaign B: X Leads
• Campaign C: X Leads
Based on your goals, youmay classify top campaignsby visitors attracted orcustomers closed.
27. Top Marketing Campaigns
(Example)
• Industry Trends Ebook: 225 leads
• Free Sales Assessment: 75 leads
• Product Launch Webinar: 50 leads
Example
with leads!
28. Like these slides? Customize
them with you own metrics!
Want more insight? Hear how these templates benefit one of our
own heads of marketing by clicking to the next slide.
Download
Now