# Monthly Marketing Report

> 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.

Source: https://buildpdfs.com/templates/monthly-marketing-report
Category: Business

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.

## What's included

- Cover with the client name, report number, and reporting period
- Six-KPI dashboard comparing this month to last (ROAS, revenue, sessions, cost per order)
- Daily revenue chart with the month's best day called out
- Revenue-by-channel breakdown with dollar totals
- What worked this month, with three wins explained
- Next month priorities list with five action items

## Sample content

Northfold Studio

Monthly Performance Report · No. 14

CLIENT**Kestrel Outdoor Co.** 

PERIOD**01 – 30 Sep 2026** 

PREPARED**06 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_ 

Email 

_$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.

**OWNER**Tom Okafor  
Head of Paid

**LIVE**14 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.

**OWNER**Tom Okafor  
Head of Paid

**DONE BY**23 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.

**OWNER**Lena Brandt  
SEO Lead

**DONE BY**30 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%.

**OWNER**Sam Ortiz  
Lifecycle Lead

**LIVE**27 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.

**OWNER**Priya Raman  
Account Director

**SIGN-OFF**29 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

## 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.


## Related reading

- [How to design a consulting report](https://buildpdfs.com/guides/consulting-report-template)
- [How to present a report or whitepaper to a client](https://buildpdfs.com/guides/present-report-whitepaper-to-client)
- [How to design a professional PDF](https://buildpdfs.com/guides/how-to-design-a-professional-pdf)

[Use this template](https://buildpdfs.com/signup?templateId=monthly-marketing-report) — free, no credit card required.