Monthly marketing report KPIs: what goes into a report that supports decisions
Which business KPIs belong in a monthly marketing report, which vanity metrics to leave out and how to turn numbers into decisions.
Three phases, clear deliverables and a short list of KPIs for each month, so you know exactly what to do in your first 90 days.
A 90-day marketing plan splits your first three months into three phases: foundation (tracking, offer, core channels), launch (first campaigns and steady content) and optimisation (what you keep, stop or scale). Each phase has specific deliverables and three to five KPIs. At day 90 you decide, using your own numbers, where to invest next.
A 90-day marketing plan is a short document, usually two to four pages, that says what you will do, in what order, with what budget, and how you will know whether it worked. It does not replace a yearly strategy. It is a practical way to start: it forces you to choose a few things and see them through.
There is nothing magical about 90 days. It is simply a sensible window. It is long enough for data to appear (a sales cycle, several campaigns, a few dozen posts) and short enough that you cannot drift for a year in the wrong direction. In a small company, where one person often handles sales, quotes and marketing, a longer horizon tends to produce a beautiful plan that nobody reads.
A good plan answers four questions: who are we selling to, what do we promise, where will people find us and how will we measure it. If one of those is missing, the rest wobbles.
Many plans go wrong before the first day because they start with no baseline. Before you schedule a post or launch an ad, write down five things:
For a quick look at the gaps in your online presence, try the digital maturity scanner. It is not a full audit, but it shows the obvious weak spots. For an order of magnitude on ad spend, the ads budget simulator helps you form an idea before you commit to a number.
The first month rarely brings spectacular results, and that is normal. Its job is to stop you wasting money in months two and three. This is where you make marketing measurable and credible.
The deliverable for month one is a working base: tracking live, profiles complete, messages written, calendar approved. With those four in place, months two and three have something solid to stand on.
Month two is about steady execution. The foundation is in place; now you show up in front of people.
Start campaigns on your chosen channels with small, clearly defined budgets. For ads, a test budget matters more than a perfect advert: you need enough impressions and clicks to see a pattern. UTM tags, created with the UTM builder, then tell you where every visit and every enquiry came from.
At the same time, publish your planned content at a steady pace. Two posts a week for eight weeks beat ten posts in one week followed by silence. If you have an email list, send a simple welcome sequence and one useful message a month.
This is where the temptation to change everything every three days appears. Resist it. By the end of month two you have first data, but not yet enough for verdicts. Keep your observations in a file (what worked, what did not, what hypothesis you hold) rather than in your head.
Hold a 30-minute review on the same day each week: check the key figures, the enquiries received and any messages awaiting a reply. A fast response to enquiries often wins more customers than fine-tuning an advert.
Only now do you have enough data to adjust. Optimisation means three decisions, repeated for each channel:
Also work out the economics of a customer: what it costs to win one and what one brings in over time. The LTV/CAC calculator shows whether an acquisition cost is sustainable.
On day 90, write a short report: what you did, what came out of it, what you learned and what you propose for the next 90 days. The structure of such a report is covered in our article on KPIs and the monthly marketing report.
The table below is an indicative model. Actual thresholds depend on your industry, your price and your sales cycle, so set them from the baseline you measured on day one.
| Phase | Main deliverables | KPIs to track |
|---|---|---|
| Days 1–30: foundation | Live tracking, complete profiles, key messages, content calendar, chosen channels | Conversion events recorded correctly, site speed, profile completeness |
| Days 31–60: launch | Campaigns running, steady content, basic email sequence, UTM tags everywhere | Traffic by channel, cost per click, number of enquiries, cost per enquiry |
| Days 61–90: optimisation | One A/B test on a page (if traffic allows), adjusted adverts, final report, plan for the next 90 days | Conversion rate, cost per customer, enquiry quality, revenue attributed to channels |
A practical rule: five indicators per phase at most. More than that usually means you are not sure what you want to find out.
Picture a service company with four employees that wants more quote requests. This is not a real case, only an illustration of the thinking.
Each month the company could set aside a modest sum for Google Ads, a smaller part for testing creative ideas, and a few hours a week for content and replies. In month one nearly all the effort goes into tracking and tidying up. In month two a significant share of the budget goes into campaigns. In month three the money moves towards whatever worked.
One useful rule: do not spend the whole ad budget in month one. Keep a reserve for month three, when you know where it pays off. Your time counts as much as your money: if you cannot produce content steadily, reduce the number of channels, not the quality.
To understand how a realistic budget is built, read our guide to online advertising budgets.
In our own projects we almost always begin with tracking and a written starting point, because without them you cannot prove anything, to a client or to yourself. Then we choose a few channels and see them through before adding more.
If you would rather run the plan with your own team, our AI and marketing training works on your company’s real case: together we build the plan, the calendar and the KPI dashboard. If you prefer an outside partner, see how to choose a marketing agency, and for the social side, our social media strategy article completes the picture. If you need hands-on execution, all Succes Grup services are listed on one page.
It depends on your industry and objective, so there is no universal figure. For ads, start with a test budget you can afford without stress, then adjust using the data from months two and three. Do not forget the cost of working hours. The budget simulator gives you an order of magnitude.
You can do much of it yourself, especially the foundation and the basic content. An agency or consultant helps when you lack time, need advertising experience or want an outside view of the numbers. What matters is that you remain the owner of the objective and of the data.
Check the tracking first: results may exist but not be recorded. Then walk through the chain: how many people arrive, how many ask for a quote, how many you reply to and how quickly. The problem is usually in one link. Rework that link, not the whole plan.
For a small business, two or three are enough. Choose them by where your customer looks for a solution or asks for recommendations. More channels need more time, more content and more data to follow, and a small team usually ends up running all of them superficially.
Use the final report as the base for the next 90-day plan: keep what worked, drop what brought nothing and add one new experiment. Plans follow one another, and from the second cycle onwards your decisions rest on your own data rather than on assumptions.
For many businesses, yes, at least for the first clear signals: enquiries, costs and promising channels. Full results often take several cycles, especially with long sales cycles or organic content. Treat the 90 days as a serious start, not a finish line.
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