Monthly Marketing Report Template
Monthly marketing reports go unread because they're too long, too vague, or too data-dump. This is the five-section format that gets read.
Why this matters
- 1CEOs and boards have 90 seconds of attention for monthly reports.
- 2Five sections is the sweet spot: enough structure to feel rigorous, short enough to read in 5 minutes.
- 3Each section ends with a specific decision or action so the report drives behavior, not just awareness.
- 4An AI agent can pull the data and draft 80 percent of each section. Marketing lead adds 20 percent of strategic interpretation.
The template, step by step
- 01
Section 1: TL;DR (3 lines)
Three sentences at the top. What worked this month, what didn't, what we're changing. The CEO who reads only this should still know enough to make a decision.
- 02
Section 2: Numbers (5 metrics)
MQLs, SQLs, pipeline generated, content published, top-3 ranking pages. Each metric: this month, last month, delta. No more than 5 metrics; everyone gets distracted by 12.
- 03
Section 3: What worked
Top 3 wins this month. Each with: what we did, what happened (specific numbers), why it worked, do we double down. Include one screenshot or graph per win.
- 04
Section 4: What didn't
Top 2-3 things that underperformed. Each with: what we did, what happened, why we think it underperformed, are we killing it or iterating. Honest reporting builds trust.
- 05
Section 5: Next month
One paragraph: top 3 priorities, key bets, risks. Frame as a commitment, not a wishlist. The CEO should know what to ask about in next month's report.
- 06
Ship by the 5th of every month
Monthly reports lose value past day 10. Friday of week 1 (or 5th of month, whichever comes first) is the sweet spot. AI drafts the report on day 3; lead reviews on day 4; ships on day 5.
MONTH OF: ____________
TL;DR (3 lines)
What worked: ____________
What didn't: ____________
What we're changing: ____________
NUMBERS
This month Last month Delta
MQLs: ____ ____ ____
SQLs: ____ ____ ____
Pipeline gen: ____ ____ ____
Content shipped: ____ ____ ____
Top-3 pages: ____ ____ ____
WHAT WORKED (top 3)
1. [What we did] → [What happened, specific] → [Double down: Y/N]
2. ____________
3. ____________
WHAT DIDN'T (top 2-3)
1. [What we did] → [What happened] → [Kill or iterate]
2. ____________
NEXT MONTH
Top priorities (3): ____________
Key bets: ____________
Risks: ____________
DELIVERED BY: 5th of [month]
DELIVERED TO: CEO, board (if applicable), marketing teamCommon mistakes
- Reporting 12 metrics. Picks 5 and stick. The 12-metric report doesn't get read.
- Cherry-picking only wins. Reporting losses honestly is what builds trust over quarters.
- Missing the 'change' decision. Each section should end with what's changing. Awareness without change is just data.
- Shipping the report on the 25th of the next month. Past day 10 the data is stale and decisions have moved on.
- Treating the report as a marketing exercise. The audience is the CEO; the format and length should serve them, not the marketing team.
Let PostWyse run this template on autopilot.
Wyse drafts every input, every personalization, every follow-up in your brand voice. You approve before anything goes live.
Questions
What metrics should I pick?
Pick 5 that map to revenue. For most B2B SaaS: MQLs, SQLs, pipeline generated, content published (volume gates everything else), top-ranking pages (or AI citation rate as the modern equivalent). Customize one or two if your business is unusual.
Should I include detailed campaign breakdowns?
Not in the report. Detailed breakdowns live in a dashboard linked at the bottom. The report itself stays at the 5-page max.
How long should the report take to write?
Without AI: 8-12 hours per month for the writer. With Wysera drafting from your data sources: 90 minutes (60 min review, 30 min interpretation).
What about quarterly reports?
Same format, longer time horizon, 1-2 pages of bonus cohort analysis. Quarterly reports also include trend lines for the 5 core metrics across the 3 months.
How is this different from a board deck?
Board decks add: 2-3 slides of investor-relevant data (LTV/CAC, payback, cohort retention), market-level commentary, longer-horizon strategy. The marketing report is a subset of the board deck, focused only on marketing.