Proving the value of your marketing efforts is absolutely essential, but that doesn’t mean that you want to spend hours and hours creating customized reports and searching for data points to show the ROI of your marketing efforts on a quarterly or monthly basis.
With 900 things on your to-do list, finding a ROI reporting template that helps you wrangle business metrics can be an easy way to save yourself some time and create a repeatable process so you can check this item off your list and get to the next thing.
Creating a clear and concise reporting template is essential, because the human brain can better translate data when it’s presented visually instead of in rows and columns on a spreadsheet. And when you’re presenting complex marketing metrics to bosses or clients, that’s even more important. Peter Caputa of Databox explains it like this:
“As soon as your audience sees a KPI spreadsheet, their brains must decide whether it is worth the cognitive energy. If you want them to stay engaged with your progress, you need to make it simpler for them to understand your achievements.”