Reporting

Marketing Reporting That Informs Decisions

Most marketing reports get sent and not read. A framework for reports that actually inform decisions.

On this page 7 sections
  1. 1 The report formats that work
  2. 2 1. Executive summary (one page)
  3. 3 2. Channel deep-dive (monthly per channel)
  4. 4 3. Quarterly strategic review
  5. 5 4. Anomaly alerts
  6. 6 What doesn't work
  7. 7 The takeaway

Marketing reports that don't inform decisions waste both production time and reader attention. Most marketing reports fall into this category. The patterns that produce decision-informing reports are consistent across operations.

The report formats that work

1. Executive summary (one page)

Headline metrics, three to five bullets on what changed and why, specific recommendations. Read regularly by executives.

2. Channel deep-dive (monthly per channel)

Specific analysis of one channel's performance with focus on actionable insights. Read by channel managers; informs channel-specific decisions.

3. Quarterly strategic review

Strategic landscape, performance against goals, recommendations for next quarter. Generates strategic conversation rather than data dumps.

4. Anomaly alerts

Automated alerts when specific metrics move significantly. Surface issues that scheduled reports miss because they emerge between reporting cycles.

What doesn't work

  • Comprehensive dashboards with everything available
  • Long PDF reports that get sent but not read
  • Reports without narrative or recommendations
  • Reports too frequent for their content
  • Reports too infrequent for their audience needs

The takeaway

Marketing reports work when format matches audience and purpose. The framework above produces reports that inform decisions; alternatives often produce reports that just get sent.

For your own reporting, audit current formats against decision-relevance. Eliminate reports that don't inform decisions; invest in formats that do.