The Ignis team reviewing work in the studio

What a marketing report should tell you, and what most of them do not

A report full of platform screenshots is a record of activity. A useful one answers what happened, why, what it means for the business, and what changes next month.

Most marketing reports are exports. Impressions, clicks, reach, followers, sessions, arranged in order and delivered monthly.

None of that tells a business owner whether the money worked, which is the only question being asked.

The four things a report has to answer

What happened. The numbers, against the numbers from last month and the same month last year.

Why. The explanation. A number without a cause is trivia, and the explanation is the part that requires someone to have actually looked.

What it means. Translated into the business's terms: enquiries, quotes, jobs, revenue. Not platform metrics.

What changes. Specific actions for the coming period, with reasons.

A report missing the last two is a data export with a cover page.

The metrics that belong in it

Working backwards from money:

Revenue or closed work attributable to marketing, where the business can track it. This is the number that matters and the one most often absent.

Qualified enquiries, not total enquiries. Volume that includes spam and out-of-area requests is misleading by design.

Cost per qualified enquiry, by channel.

Conversion rate through the funnel, so a change can be located rather than guessed at.

Pipeline created, for businesses with long cycles, because waiting for closed revenue means reporting on decisions made two quarters ago.

Then, as supporting context rather than headline: traffic, rankings, reach, engagement. These explain the primary numbers. They are not the primary numbers.

What should not be in it

Screenshots of platform dashboards. If the client wanted those they have logins.

Vanity metrics as headlines. Impressions and reach measure exposure, not outcome.

Activity counts as achievement. "Published twelve posts" is a timesheet.

Only the good news. A report where everything improved every month is not being read carefully by the person who wrote it.

Jargon without translation. Every acronym either gets explained or removed.

Length and cadence

Monthly, and short. One page of substance beats thirty pages nobody reads.

A useful structure: headline numbers at the top, the explanation underneath, then the actions. Detailed data as an appendix for whoever wants it.

Quarterly, something longer that looks at trends rather than the month, because monthly variation in most businesses is noise.

The conversation matters more than the document

The report should be walked through, at least quarterly, with the person who makes the decisions.

That conversation is where the business tells you things no dashboard contains: that the enquiries are the wrong kind, that the sales team is stretched, that a product is being discontinued. All of which changes what marketing should be doing, and none of which appears in a platform export.

Attribution honesty

Any report claiming precise attribution across channels is overstating what the data supports.

Platforms overstate their own contribution. Multi-touch journeys get flattened. Offline conversion is invisible unless someone builds it in.

A good report says what it knows, says what it is inferring, and says what it cannot see. That is more useful than false precision, and it is the difference between a report you can act on and one you have to discount.

The test

Give the report to someone who was not in any of the meetings.

If they can tell what happened, whether it was good, and what is happening next, it works. If they need a translator, it does not.

Written by David Eid. Published .