The same also applies to a half-yearly or annual

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Quarterly: three months is an ideal period to provide an in-depth analysis of your marketing strategy and a chance to re-examine this if necessary. report. Specified period: it’s also possible to produce a report for a specific campaign (e.g. product launch, special offer). In it, you should only consider the channels and objectives specific to this campaign. This can either involve a very short or very long period of time.


Marketing reporting tools In the remainder of this post, we’ll look at each slide of the marketing Phone Number Data report that we use at Plezi, and which you can download a template for. To create one for yourself, you will need: a presentation tool: PowerPoint, Keynote, or Google Slides; a tool for making screenshots; a marketing automation tool and a CRM to have an overview of your leads and conversion funnel; the analyses of your various marketing channel.




social media, advertising agencies, email marketing tools, Google Analytics, Google Search Console). If you have the right tools, you should be able to use our template to quickly create your own marketing report. This will let you spend more time on preparing the action plan based on your results. Of course, you need to decide on what KPIs to include based on what works best for your company.