Free Marketing Report Templates
Clients and managers read the first page of a report and skim the rest. These templates lead with the result, then show the numbers by channel, what worked, and the plan for next month.
There are monthly and quarterly marketing reports, SEO audits, social media and ecommerce reports, media plans, PR coverage reports, creative briefs, and campaign post-mortems.
16 templates, all free to customize and download as a PDF. Need something else? The AI SEO report generator writes one from your notes.
SEO Report template
A professional monthly SEO report for agencies and consultants. Includes metric cards, traffic trend chart, keyword rankings table, backlinks acquired, technical audit section, and next month priorities.
Social Media Audit Report template
A structured social media audit with platform-by-platform performance analysis, content gap identification, and a 90-day action plan. Pre-filled with Instagram and LinkedIn examples.
Campaign Post-Mortem Report template
A structured marketing campaign post-mortem with budget vs actuals, channel performance breakdown, key wins, learnings, and action items for next time.
Marketing Funnel template
A polished marketing funnel report with a cover, funnel overview, insights, metrics, and campaign performance. Ideal for SaaS founders, investors, and operators.
Content Marketing Strategy template
A comprehensive content marketing strategy document with ICP definition, pillar topics, distribution channels, editorial calendar, and quarterly KPIs. Ideal for marketing managers and agencies.
Email Marketing Playbook template
A complete email marketing playbook with welcome sequence, post-purchase flow, win-back series, benchmark metrics, segmentation strategy, and A/B testing log format.
Content Calendar for Social Media template
A monthly content calendar for creators and marketers planning posts across Instagram, LinkedIn, TikTok, and YouTube. Includes a week-by-week schedule, content pillars, performance tracker, and ideas bank.
Competitive Analysis Report template
A thorough competitor analysis with a 5-competitor comparison matrix, positioning map, our positioning narrative, and a battlecard for winning against top competitors.
Monthly Marketing Report template
A data-dense monthly marketing report for agencies and in-house teams. It covers a KPI dashboard, a daily revenue chart, a channel breakdown, what worked, and next month's priorities.
SEO Audit Report template
A technical SEO audit report for agencies. It gives a site health score, fixes ranked by impact and effort, a 90-day roadmap, and target keyword positions.
Social Media Report template
A monthly social media report with performance numbers, weekly reach, top posts, and next month's content calendar. Built for an agency or freelancer to send a client.
Ecommerce Monthly Report template
A monthly ecommerce performance report with headline KPIs, a daily revenue-and-spend trend, a channel-by-channel breakdown, and the next month's priorities.
Media Plan template
A channel-by-channel media plan for a marketing team, with a budget table, a flighting Gantt chart by month, a rate card, and an approval sign-off page. Pre-filled with a Q1 product-launch example.
PR Coverage Report template
A press coverage report that rounds up every article from a launch, with coverage highlights, outlet logos, a day-by-day coverage chart, and the full article list.
Creative Brief template
A numbered creative brief with the objective, audience, key insight, mandatories, deliverables, budget, and sign-off. Built for agencies and brand teams to align before a campaign starts.
Quarterly Business Review template
A landscape quarterly business review deck with headline KPIs, revenue by month and channel, a goals-vs-actual table, and a next-quarter roadmap with owners and dates.
Guides
- How to Write a Campaign Post-Mortem (Sections, Example, and Mistakes)
- How to Write a Competitive Analysis (Step by Step, With an Example)
- How to Write an Annual Business Review (and a Quarterly Business Review)
- B2B PDF Format: Whitepaper vs Report vs Playbook (When to Use Which)
- Whitepaper and Report Design Without a Designer (Typography, Sections, Consistency)
- How to Present a Report or Whitepaper to a Client (Handoff, Walkthrough, Follow-Up)
More template categories
- Proposal and Quote Templates
- Invoice and Billing Templates
- HR and Employee Templates
- One-Pager and Sales Templates
- Startup and Business Plan Templates
- Strategy and Consulting Templates
- Agency and Client Templates
- Brochure, Catalog, and Newsletter Templates
- Nonprofit Templates
- Real Estate Templates
- Book and Cookbook Templates
- eBook and Digital Product Templates
- Education and Course Templates
- Fitness, Meal Plan, and Wellness Templates
- Event, Wedding, and Planner Templates