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Monthly marketing report template

A month-by-month marketing performance write-up with channel tables and campaign sections, generated per period from your campaign data.

Google Docs PDF export No watermark
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Free plan, no credit card. Bring your own design or start from this layout.

The actual template Monthly marketing report template shown in Google Docs

What’s in this template

Every block is bound to a field in your data. The layout stays exactly as designed; only the values change from one run to the next.

  • Reporting period and report owner {{period}} · {{owner.name}}
  • Headline summary paragraph {{summary.headline}}
  • Channel results table, one row per channel loop: {{channels}}
  • Campaign detail sections, one per campaign loop: {{campaigns}}
  • Spend and pipeline totals {{totals.spend}} · {{totals.pipeline}}
  • What we are doing next month {{plan.next}}

How this template fills itself

Connect Airtable, Google Sheets, a SQL database, a CSV or a REST API, map each field to a placeholder, and generate. One run can produce a single document or one per matching record.

Reports: A month-by-month marketing performance write-up with channel tables and campaign sections, generated per period from your campaign data.

Channels · Google Sheets

ChannelSpendLeads
Paid search$9,400112
Organic$0238
Email$1,20047

Template: Google Slides or Docs

{{period}} marketing report

Prepared by {{owner.name}}

{{summary.headline}}

loop: {{channels}} → table row

{{totals.pipeline}} pipeline

one report per period; the channel table and campaign sections grow with the data

Generated output

DocsPDF

August 2026 marketing report

Prepared by Dana Whitfield

Lead volume up 18% on July.

3 channels, 9 campaigns

$412,000 pipeline

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Who uses this template

In-house marketing teams

Report the same way every month so periods stay comparable and nobody rebuilds the file from last month's copy.

Read the guide

Marketing agencies

Run the monthly cycle for every account at once and keep the commentary next to the numbers it describes.

Read the guide

Founders and heads of growth

Get a written record of what happened each month rather than a dashboard that only shows today.

Read the guide

A monthly marketing report answers one question in writing: what happened, and what are we doing about it. Most teams rebuild it by copying last month’s file, pasting fresh exports, rewriting the commentary and fixing whatever the paste broke. The rebuilding is the waste, not the reporting.

Shape the data so the report can grow

The awkward part of a monthly report is that its length changes. Give the template two repeating sources — a row per channel and a record per campaign — and the document stops being fixed. A month with fourteen campaigns produces fourteen sections and the pages break where they should; a quiet month produces four and the report is simply shorter. Keep the commentary in a field beside the data rather than in the template, so the written judgement travels with the period it describes and a correction is made once, in the data, and regenerated.

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Common questions, answered

Why a Google Doc rather than a deck for this report? +
Because the length is unpredictable. A month with two campaigns and a month with fourteen need different amounts of space, and the commentary is the part people actually read. In a Doc the campaign sections repeat, the channel table grows and the pages break themselves. Choose Slides instead when you want a fixed, designed artefact of a set length.
Where do the numbers come from? +
From whichever system already holds them: Airtable, Google Sheets, a SQL database, a CSV upload or a REST API. You map each field to a placeholder once, and every month the same layout fills with that period's figures. Nothing is retyped, so the report and your source data cannot drift apart.
Who writes the commentary if the report is generated? +
You do, once per period, in a field beside the data. The template places it like any other value. That keeps the judgement human and the assembly automatic, which is usually the split people want: the numbers arrive on their own and you spend your time on what they mean.
Can I use my own report design? +
Yes, and most teams do. Build the master in Google Docs with your own fonts, headings and table styles, mark the variable parts as placeholders, and generate against that instead of this layout. The design stays yours; only the content is supplied per run.

Generate this document from your data

Start on the free plan, connect a data source, and export a real Google Docs document. No watermark, no credit card.

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