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What’s inside the Marketing KPI Report.

Real content in every part, ready to rewrite with your own.

  1. 1Eleven metrics across website, social, email and revenue
  2. 2Six months of numbers next to each metric's target
  3. 3Change from last month and progress to target, worked out
  4. 4Tiles for the latest month's orders, revenue, conversion rate and subscribers

When to use it.

Marketing KPI Report is a spreadsheet for agencies and marketers reporting to a client or a boss every month. It tracks website, social, email and revenue metrics against their targets over six months, works out the change from last month and the progress to each target, and leads with tiles for the latest month's headline numbers.

Made for

  • Agencies reporting to clients
  • Consultants and freelancers
  • Founders updating a board
  • Teams sharing results

Make it yours in four steps.

Open it in Spreadsheets and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Change the metrics and targets to the ones you've agreed with your client.

  2. Step 2

    Add each month's numbers from your analytics, social and email tools.

  3. Step 3

    Read the change and progress columns to find the story for the month.

  4. Step 4

    Share the sheet, or export it as a PDF to send with your monthly report.

Start from the Marketing KPI Report now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Marketing KPI Report template free?

Yes. Create a free account and it opens in Docsiv's Spreadsheets app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Aptos with #dc2626, #fef2f2, #1f2937, and you can change any of them, rewrite every word and add or remove rows and columns.

What can I export it as?

Spreadsheets in Docsiv offers: XLSX, CSV and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the marketing KPI report for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All report templates

Starting from a description instead? Try the AI report generator.

Start your report with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your marketing KPI report for you to edit, share and send.