SaaS Marketing Reporting PowerPoint Template + Guide

Marketing reporting is dull, repetitive, and time-consuming… that's probably why SaaS and tech start-ups rarely track their marketing.

It doesn't have to be that way.​

When you know what you need to measure (what’s driving growth), you can streamline your reporting and let the numbers talk.​

That’s what this reporting template is – based on a decade of reporting to boards, management teams, and everyday folks. These are the things that matter to success.

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That depends on what matters to the audience you're reporting to.

But, to keep it simple, think about the basics. 

Growth comes down to:​

1. How many people are finding us?​
2. How are they engaging with us?​
3. How many become leads?​
4. How many become customers?

There's no one-size-fits-all with SaaS marketing reports.

Not everyone needs to know how you generate leads or traffic to your site.

Split the metrics into three—board, management, and the rest of the business—and then think about:

• How often they'd like this information, and
• How they’d like this information presented 

There are plenty of ways to present your performance. We'd recommend that SaaS marketers consider:

• This reporting template pack
• Recording a voice-over to share on Slack
• Creating dashboards or scorecards in HubSpot or Excel / reporting software

1. Give a snapshot view of the report for the board—no more than six slides​
2. Start with department highlights—how is planning going, what content have you produced, and what KPIs deserve to be shouted about from the rooftops?​
3. Have a Power Five – the metrics that show finding your site through to leaving peer reviews (the end-to-end customer journey that marketing covers)​
4. Show the marketing journey in more depth and highlight conversion through each stage up to becoming an SQL​
5. Cover the content you’ve produced – a vital element of tech marketing​
6. Explain what’s sitting inside your database – from use cases and buyer personas to the objective quality of contacts by their lifecycle
7. Shine a light on your SQLs – who created them, what they asked for from your sales team (a demo/trial/pricing/something else?), how the SQLs made it into the funnel (sources), and what their quality is​
8. Visualize the SQLs with logos and MRR​
9. Demonstrate the forecasted logos – in contracting, and those closed won​
10. Report on your ROI to illustrate the effectiveness of your marketing to get dollars out of every cent invested​
11. Talk to your budget vs actual monthly spend in the team, split by focus – lights on (operational overheads) and showtime (promoting your product)​
12. Summarize the budget vs. actual on a YTD basis​
13. Close up by previewing what to expect next month and ensure the next pack addresses this