How to Automate Marketing Reports (3 Subtle Examples)

How to Automate Marketing Reports

Every marketer knows the importance of marketing reports automation. Yes, time-consuming and tiring to manually extract data, add them to the sheet, generate reports, etc. You can’t deny that report automation in marketing is an integral part of the flexible analysis process. 

Companies and marketers are focusing more on reports automation to deal with the hassles of manual reports creation. Well, to help you automate the task, we have shared a detailed guide to help you effortlessly automate marketing reports without any hassle. 

So let’s dive in. 

What is Report Automation In Marketing?

In marketing, report automation means creating or updating marketing reports with the help of marketing analysis tools. The data can be collected from these tools and then added to the reports manually. You can change the data into infographics to help other team members understand. If the reports are well drafted, then they can present a different view of your marketing campaigns to help you figure out the pros & cons.

You can ultimately make changes in your marketing strategies using these reports. To create a successful marketing strategy, you need to consider multiple factors, and you can get data on these factors on these automated reports. That’s why it is important to have a marketing analysis tool to help you create automated reports.

1. Start With Google Spreadsheet 

Most of the reports are on excel or Google Sheets. Yes, the core component of Daily KPI reporting is the spreadsheet. 

Here we’re going to take an example of a website where we’ll see daily statistical fluctuations and the ads campaign. 

To start initially, fundamental info. For example, you can include these metrics such as sales, traffic, inquiries, and traffic. 

Note: If you fill this report daily, it will take around 15 minutes. However, if the site grows over time, it would consume more time to reduce the workload manually input all the data. 

You can easily set up Supermetircs for Google Sheets. The best part is adding more columns to add more statistical information. This will allow you to get more statistical information without manually filling extra fields every day. This will help you get in-depth knowledge every single day.

With the Supermetircs reports automation, you don’t have to fill in all the details and the stats. And with the help of conditional formatting,  you can easily highlight and rectify all the errors and problems.

Yes, automating the sheet will quickly reduce the workload from one hour to five minutes.  

Start With Google Spreadsheet
Source: Supermetrics Blog

Now for the metrics created, it’s time to get started with the budget estimation sheet for the paid search results. This will help us quickly understand all the budget spent, and it will help to make sure — you’re not overspending with any particular account. 

To do that, you will need to check all way through the costs of the account from the start of the month to today’s date — and then simply take it away from the set budget.   Now, this has to be divided by the number of days left in The month. The value you get will give you the amount spent on the ads from each account. 

What’s more, if you’re also overspending too soon in the month, Supermetrics also comes with conditional formatting that will quickly turn the cell text red.  This way, you can easily find the spot overspending. 

If you set up this automation, it will save time going through each account. This will help you make quick decisions and ensure you’re on top of everything. 

Budget Estimation For Paid Search
Source: Supermetrics Blog

3. Implementing Automation In The CRO Library

CRO is one of the essential aspects that help you understand the revenue of a website and its health. Many factors mainly contribute to conversions, and here we’re taking some of the leading indicators that will help you break down all the weak aspects of the conversion funnel on your website. 

If you all these stats, it will take a few hours a week to do all the analysis yourself. Once you set up all these criteria with Supermetrics, you will get more time fixing the issues and boosting your website CRO. 

The metrics you can build with the CRO thing have been attached in the screenshot below: 

Automation In CRO Library
Credits: Supermetrics blog

So you can create a Google Spreadsheets with all these metrics and easily figure out all the issues of your website CRO. 

Conclusion: How To Automate Marketing Reports

To help you understand more clearly, we would set report automation with Supermetrics to help you save hours and weeks of work. No doubt, we would say, you should consider investing in a tool like Spermetrics to save hours with marketing reports.  We took reference from Supermetrics to write this post, all the data, and stats listed here comes purely from Supermetrics. 

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