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.
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Northfold Studio
Monthly Performance Report · No. 14
CLIENTKestrel Outdoor Co.
PERIOD01 – 30 Sep 2026
PREPARED06 Oct 2026
Sept.
2026 / 09
Revenue up 15.7%, and every
paid dollar worked harder.
The Ridgeline pack drop on 18 Sep gave us the best single day of the year. Paid return rose to 4.6×, and cost per order fell for the third month in a row.
18 SEP · RIDGELINE DROP · $36,709
Total revenue
$627K
▲ 15.7% vs Aug
Paid ROAS
4.6×
▲ from 4.1×
Sessions
184K
▲ 12.4%
Cost / order
$38.40
▼ 9.6%
Northfold Studio
Kestrel Outdoor Co. · September 2026
01 — DASHBOARD
At a glance.
Six numbers we report every month. All changes compare September with August.
Paid ROAS
4.6×
▲ 0.5× Aug 4.1×
Revenue from paid
$412,860
▲ 18.2% Aug $349,290
Sessions
184,320
▲ 12.4% Aug 163,990
Cost per order (paid)
$38.40
▼ 9.6% Aug $42.48
Email list growth
+6,214
▲ 22.0% List now 48,300
Organic clicks
52,940
▲ 8.7% Aug 48,700
Daily revenue, all channels
Revenue per day Sept average $20,907
07 SEP · Labor Day sale
$25,798
18 SEP · Ridgeline pack drop
$36,709 — best day of 2026
01 05 10 15 20 25 30 SEP
Revenue by channel
Sep · $627,220
Paid Search
$263,100
Paid Social
$149,760
SEO
$118,420
$74,300
Referral
$21,640
The headline
Paid Search drove 42% of revenue on 52% of spend. Email earned $35 for every $1.
— PRIYA RAMAN, ACCOUNT DIRECTOR
NORTHFOLD STUDIO · SEPTEMBER PERFORMANCE REPORT 02 / 04
Northfold Studio
Kestrel Outdoor Co. · September 2026
02 — CHANNELS
Where the money
came from.
Spend includes media, retainers and affiliate fees. Orders are last-click in GA4. Change is revenue vs August.
| Channel | Spend | Revenue | ROAS | Orders | Cost / order | vs Aug |
|---|---|---|---|---|---|---|
| Paid SearchGoogle + Microsoft Ads | $52,400 | $263,100 | 5.0× | 1,404 | $37.32 | +18.8% |
| Paid SocialMeta + TikTok | $37,350 | $149,760 | 4.0× | 933 | $40.03 | +17.1% |
| SEOContent retainer | $6,800 | $118,420 | 17.4× | 671 | $10.13 | +8.7% |
| EmailKlaviyo flows + 6 sends | $2,100 | $74,300 | 35.4× | 428 | $4.91 | +17.8% |
| ReferralAffiliates + gear blogs | $1,500 | $21,640 | 14.4× | 119 | $12.61 | +5.1% |
| All channels | $100,150 | $627,220 | 6.3× | 3,555 | $28.17 | +15.7% |
What worked.
Three things we will keep doing
01 · PAID SEARCH
−21%
Cost per order, pack terms
Pack-size keywords in their own campaign
We moved "38L" and "45L" searches out of generic hiking. The new ads quote the litre size in the headline.
02 · PAID SOCIAL
3.1%
Click rate on trail-test reels
Field-tester video beat the studio shots
Twelve 15-second clips from Kestrel's testers ran on Meta and TikTok, 2.4× the click rate of studio shots.
03 · EMAIL
$35
Revenue per $1 spent
Back-in-stock flow for the Ridgeline 45
1,860 people joined the waitlist. Three emails in 48 hours closed 214 orders worth $37,400.
NORTHFOLD STUDIO · SEPTEMBER PERFORMANCE REPORT 03 / 04
Northfold Studio
Kestrel Outdoor Co. · October 2026 plan
03 — OCTOBER PLAN
Next month.
Five priorities, one owner each. Target for October: $660K revenue at 4.5× paid ROAS or better.
01
Launch the Ridgeline winter colourways
Re-use the waitlist flow and tester reels from September. Two new colours go live with a 5-day early-access window for the email list.
OWNERTom Okafor
Head of Paid
LIVE14 Oct
02
Restructure Google Ads by product line
Move from 22 campaigns to 9, one per product line. Feed margin data into bids so packs and shells stop sharing a budget.
OWNERTom Okafor
Head of Paid
DONE BY23 Oct
03
Publish 6 trail guides for the content hub
Long-form guides for the PNW and Sierra routes that rank on page 2 now. Each one links to the pack sized for that trip.
OWNERLena Brandt
SEO Lead
DONE BY30 Oct
04
Rebuild the post-purchase email flow
Add care tips at day 7 and a review ask at day 21. Goal: lift repeat orders within 60 days from 9% to 12%.
OWNERSam Ortiz
Lifecycle Lead
LIVE27 Oct
05
Lock the Black Friday creative and offers
Final concepts, offer ladder and media plan signed off by Kestrel, so production can start on 2 Nov without changes.
OWNERPriya Raman
Account Director
SIGN-OFF29 Oct
October budget
$96,000
Down 4% on September. Paid Social steps back while Search is rebuilt, then scales up for Black Friday.
54%
32%
8%
Paid Search**$51,840**
Paid Social**$30,720**
SEO**$7,680**
Email**$2,880** 3%
Affiliate**$2,880** 3%
NORTHFOLD STUDIO · PRIYA@NORTHFOLD.STUDIO · NEXT REVIEW 05 NOV 2026 04 / 04
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Frequently asked questions
What should a monthly marketing report include?
A monthly marketing report should include a KPI dashboard comparing the month to the one before, a revenue or traffic trend chart, a channel breakdown, what worked, and a list of priorities for next month. This template has each section.
What metrics belong in a marketing report dashboard?
Common metrics are revenue, ROAS, sessions, cost per order or cost per lead, email list growth, and organic clicks. Pick the four to six numbers that matter most to your client and show the change versus last month.
How often should agencies send marketing reports?
Monthly is standard for most retainer clients. It is frequent enough to show progress and catch problems early, without creating a reporting burden every week.
Is this monthly marketing report template free?
Yes. You can customize the monthly marketing report template for free and download it as a print-ready PDF for any client or channel mix.
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