Marketing Performance Reporter
Marketing performance reports with channel metrics, trends, and optimization recommendations
Every Monday you spend two hours pulling numbers from Google Analytics, Facebook Ads, and Mailchimp into a spreadsheet that nobody reads past slide three. Your CMO wants insights, not screenshots — and the data is stale by the time you present it.
Who it's for: marketing managers reporting campaign performance to leadership, growth marketers tracking multi-channel metrics, marketing analysts building recurring performance dashboards, CMOs needing board-ready marketing reports, agency account managers reporting to clients
Example
"Generate our weekly marketing performance report" → Cross-channel report with acquisition metrics, conversion funnels, spend efficiency by channel, week-over-week trends, top/bottom performing campaigns, and 3 specific optimization recommendations
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add marketing-performance-reporter# Marketing Performance Reporter
Generate a marketing performance report with key metrics, trend analysis, insights, and optimization recommendations.
## Inputs
1. **Report type** -- determine which type of report the user needs:
- **Campaign report** -- performance of a specific campaign
- **Channel report** -- performance across a specific channel (email, social, paid, SEO, etc.)
- **Content performance** -- how content pieces are performing
- **Overall marketing report** -- cross-channel summary (weekly, monthly, quarterly)
- **Custom** -- user-defined scopeGet new playbooks like this one
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What This Does
Builds marketing performance reports with key metrics dashboards, trend analysis, wins and misses, and prioritized optimization recommendations. Supports campaign reports, channel reports (email, social, paid, SEO), content performance, and overall cross-channel marketing summaries at weekly, monthly, or quarterly cadences.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Set Up Your Project
Create a project folder and place the template inside:
marketing-reports/
├── CLAUDE.md
├── data/ # Raw performance data (CSV, spreadsheets)
├── reports/ # Generated reports
└── dashboards/ # Dashboard templates
Step 3: Start Working
claude
Say: "Create a monthly marketing performance report for March"
Report Types
| Type | Scope | Best For |
|---|---|---|
| Campaign Report | Single campaign performance | Post-campaign analysis |
| Channel Report | One channel (email, social, paid, SEO) | Channel optimization |
| Content Performance | Blog posts, landing pages, assets | Content strategy |
| Overall Marketing | Cross-channel summary | Leadership updates |
What Gets Analyzed
- Key Metrics Dashboard -- metrics with period-over-period change and target status
- Trend Analysis -- directional trends, inflection points, seasonality
- What Worked / What Needs Improvement -- top and bottom performers with hypotheses
- Recommendations -- prioritized in a high/low impact vs. effort matrix
- Attribution -- multi-touch attribution model analysis
- Forecasting -- linear projections, moving averages, scenario modeling
Reporting Cadences
| Cadence | Focus | Audience |
|---|---|---|
| Weekly | Top 3 metrics, quick wins, priorities | Team standups |
| Monthly | Full metrics dashboard, channel summary, recommendations | Stakeholders |
| Quarterly (QBR) | Performance vs. goals, channel ROI, strategic recommendations | Leadership |
Example Prompts
"Create a monthly marketing performance report for March"
"Analyze our email campaign performance for Q1"
"Build a weekly social media report with engagement trends"
"Compare paid ad performance this month vs. last month"
"What optimization recommendations do you have for our landing pages?"