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Monthly Marketing Report Template
One-page monthly marketing report that gets read by busy founders and leadership — KPIs, wins, misses, next steps.
What's inside
- One-page exec summary template
- KPI dashboard (8 core metrics)
- Channel breakdown table
- Wins / misses / next steps format
- Trend commentary prompts
- Forecast vs. actual variance section
- Distribution list and cadence template
How to use it
- 1Send first Tuesday of every month covering the prior month. Consistent cadence builds trust.
- 2Keep it to ONE page. Anything longer doesn't get read.
- 3Include 1-2 charts max. Numbers are scanned; charts are remembered.
Why this template works
Most marketing reports are 12-slide decks that nobody opens. A tight one-pager that arrives the same day every month becomes the document leadership actually uses to make decisions. The structure here is borrowed from agencies reporting to high-friction CFOs.
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