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Prepare several versions of your report according to the recipient of the same

Posted: Tue Dec 17, 2024 4:47 am
by Tingli
The end of the year means a lot to marketing professionals. It is not only the time to define their digital strategy for the coming year but also to present the results of their management and demonstrate how effective they have been.

There are certainly several types of reports that can be used to demonstrate the results of digital and non-digital marketing management to managers, shareholders or business owners. However, there are at least 5 points to consider before starting to create them that we recommend you take into account.

1. Prepare several versions of your report according to the recipient of the same
Every person in your company is interested in and will better understand the value of your management if you present the results from a point of view that is understandable and adds value to them.

For example, if you are preparing a report for your company's senior management, it will surely be more productive to focus on the results in relation to the objectives rather than on how they were achieved, right? Consider who will receive your report and accordingly, prepare a more detailed and thorough version or a more graphic and executive one.

2. Focus on demonstrating the achievement of your objectives
At the beginning of the year, when you received approval to execute your phone number list strategy, you surely presented a series of objectives and KPIs for your management , right? Well, if you haven't done so month by month, now is the time to compare the overall results with the goals you set at the beginning.

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For example, if you have monitored the growth of your traffic, leads and customers month by month through your digital marketing actions, an essential indicator of your annual report will be to present the evolution of those 3 indicators month by month.

This way you can link your monthly actions to an overall result for the year and demonstrate how you have contributed to achieving your company's goals for the year that is ending.

3. Highlight important points such as ROI, effectiveness of your channels, etc.
Whether you work for a consumer goods company or a B2B (Business to Business) company, it is key to relate your marketing actions to the most important results for your company.

There are 3 things that every company seeks, regardless of its industry, size or type: to grow in sales, revenue or profits, to position itself as a leader in its segment or to increase its market share or improve its position compared to its competitors.

Make sure your report contains objective figures that demonstrate how your annual activities have contributed to achieving any of these 3 objectives.