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.

Need a different version? The funnel plan maker writes one from your notes. See also whitepapers and reports and business reports.

What's included

Branded cover with report title, brand name, and date
Funnel overview diagram with stage-by-stage visitor and conversion data
Campaign performance table with channel, spend, leads, and CAC
Key insights and bottleneck analysis section
Next-quarter recommendations section
marketing funnelreportKPIMRRquarterly

Sample content

The template comes filled with this example content. Describe your own and the AI rewrites it.

Read the full sample text

GrowthLens

Q4 2024 · Confidential

Marketing Analytics Report

Conversion
Funnel
Analysis

Full-funnel breakdown of traffic, engagement, activation, and revenue. Q4 2024 vs. Q3 2024.

100K

Monthly Visitors

6.8%

End-to-End Conversion

$18.40

Cost Per Acquisition

+34%

QoQ Revenue Growth

Conversion Funnel

GROWTHLENS · Q4 2024

01 — Funnel Overview

Visitor → Revenue Pipeline

October – December 2024 · All channels combined

Key Bottleneck

The Activated → Converted step has the highest drop-off at 62.6% loss rate. Users complete onboarding but don't upgrade within the trial window. Recommendation: introduce a value milestone prompt on Day 7.

28.4%

Visit→Signup

64.1%

Signup→Active

37.4%

Active→Paid

61.8%

Paid→Retained

6.8%

End-to-End

GROWTHLENS

CONVERSION FUNNEL REPORT · Q4 2024

Traffic Sources

GROWTHLENS · Q4 2024

02 — Acquisition

Traffic by Channel

Sessions, sign-up rate, and CPA by source · Q4 2024

ChannelSessionsSign-upsConv. RatePaid Conv.CPAQoQ
Organic Search38,20012,84033.6%4.1%$0+28%
Paid Social24,1005,62023.3%2.8%$31.40+12%
Email / Nurture18,4007,20039.1%6.2%$8.20+41%
Referral / SEO13,8004,10029.7%5.8%$0+67%
Paid Search10,9002,08019.1%3.1%$44.80−8%
Direct / Other8,2002,56031.2%4.4%$0+5%

Highest ROI Channel

Email / Nurture delivers the best paid conversion rate at 6.2% with a CAC of only $8.20. Referral SEO grew 67% QoQ — driven by the template gallery launch — and costs $0 per acquisition. Budget reallocation from Paid Search is recommended.

GROWTHLENS

CONVERSION FUNNEL REPORT · Q4 2024

Monthly Trends

GROWTHLENS · Q4 2024

03 — Trends

New Paid Conversions by Month

January – December 2024 · All channels

QuarterConversionsQoQ
Q1 20241,050—
Q2 20241,420+35%
Q3 20241,930+36%
Q4 20242,620+36%

2024 Summary

Consistent 35–36% QoQ growth every quarter. Total 2024 conversions: 7,020 — up 148% from 2023's 2,832. December alone outperformed all of Q1.

GROWTHLENS

CONVERSION FUNNEL REPORT · Q4 2024

Campaign Performance

GROWTHLENS · Q4 2024

04 — Campaigns

Q4 Campaign Breakdown

All active campaigns · spend, revenue, ROAS, and conversion rate

CampaignChannelSpendRevenueROASConversionsCVR
Template SEO PushOrganic$2,800$41,20014.7×4108.1%
Email Drip — TrialEmail$1,200$28,40023.7×2846.4%
LinkedIn Lead GenPaid Social$8,400$22,1002.6×2212.9%
Google BrandPaid Search$3,600$19,8005.5×1984.4%
Facebook RetargetPaid Social$5,200$14,6002.8×1463.2%
Affiliate ProgramReferral$4,100$18,3004.5×1835.8%
Google Non-BrandPaid Search$9,800$11,2001.1×1121.6%
Twitter / X AdsPaid Social$3,400$4,8001.4×481.2%

Top Performer

Email Drip (Trial) returned 23.7× ROAS on just $1,200 spend — making it the highest-leverage channel per dollar. Scale budget 4× in Q1.

Cut Recommended

Google Non-Brand and Twitter Ads combined spent $13,200 for 1.25× blended ROAS. Reallocate to Email and SEO in Q1.

$38,500

Total Q4 Spend

$160,400

Total Revenue

4.2×

Blended ROAS

1,602

Total Conversions

GROWTHLENS

CONVERSION FUNNEL REPORT · Q4 2024

Frequently asked questions

What is a marketing funnel report?

A marketing funnel report tracks how prospects move through your acquisition stages — from awareness to conversion — and shows where drop-off occurs. It helps teams identify bottlenecks and allocate budget to the highest-impact channels.

What metrics should a marketing funnel report include?

Key funnel metrics include: impressions and reach (top of funnel), clicks and leads (middle of funnel), conversion rate and CAC (bottom of funnel), and LTV:CAC ratio for overall efficiency.

How often should marketing reports be sent?

Monthly for campaign-level reporting; weekly for paid channels with high spend. Monthly reports allow enough time for trends to emerge without losing the ability to course-correct.

Is this marketing funnel template free?

Yes — free to use and customize. Share your funnel metrics and campaign data with the AI and it will populate the report tables and insights sections.

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Marketing Funnel

Business · Free template

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