Free digital marketing reporting templates for Microsoft Excel
If you are looking to create engaging marketing reports in excel, Windsor.ai for Excel can prove to be a convenient tool to collect data from all popular marketing platforms like Facebook, Google Analytics, Google Ads, and many other similar sources into Excel in just a few clicks.
Excel Marketing Reporting Template
Below we will discuss the five most popular reporting templates for excel to get started with your reporting even faster. You may jump into the relevant section directly by clicking on the name of the template.
- Facebook Ads overview template
- Google Ads overview template
- Paid channel mix template
- Google analytics template
- Facebook Page management template
As we all know, Excel is a powerful tool for data crunching. Once you have added the template with data, you can dig deeper into the data using formulas and other functions of excel. It helps in making the analysis and gets a clear insight into your data.
Facebook Ads Overview Excel Template
The Facebook Ads overview excel template lets you get an overview of the performance of your Facebook Ads account. You will find key numbers of your campaigns at the top of the report starting from clicks and conversions to cost and impression statistics. Just below it, there are trend lines to help you notice the development of the above metrics.
At the end of the report, you will find a pivot table that reflects the campaign’s performance for the last 30 days. This helps you get deeper into your analysis. An interactive map widget helps you identify from which country the clicks on your ads are coming.
If you want to dive even deeper and want to identify the performance of your campaigns on a given day, you may do that by heading over to the “Data” tab.
Google Analytics Excel Template.
The excel template offers you an overview of the website. You can find the user numbers broken down by month and medium. This helps you better identify how the traffic is coming in the past few months from different sources.
On the right side, you can find the traffic to be further broken down by segment. Whereas; the bottom part of the template informs you about the performance of the top 20 landing pages in just a single view.
Google Ads overview Excel template
The Google Ads Template acts as a great resource for your client account’s health check. You can check the performance of the KPI’s over the last 30 days. Also, you will get the background information with their trend lines. Also, you can further identify which country brings you the biggest amount of traffic with a map breaking clicks by country.
Facebook Page management Templates
If you have a Facebook page that you want to monitor, this template is best for you. With the top scorecards, you can track the metrics like clicks, reach, and likes during a period ranging from1, 7, and 30 days. You can find the sparkline chart on the right-hand side including the engagement metrics, where you can select the particular metrics you want to track.
Besides, you also get the fan metrics replicating the total likes and increase in the number of page followers. You can also compare the last year’s post with the recent content’s engagement statistics. Finally, you will get a clear overview of your paid, organic, and viral reach metrics.
PPC Paid Channel Mix Excel Template
The true power of Windsor.ai lies in combining data from different marketing platforms and then analyzing it in a single centralized place.
With excel you can take cross-channel marketing reporting to a whole new level. You may use the advanced charting options along with the pivot tables to collect insights from all the social media platforms.
You can locate the key metrics like clicks, CTR, impressions, cost, and conversion stats at the top of the template. Just below it, you will get a breakdown of metrics for individual data sources and campaigns. Besides, if you want to find out how a particular campaign like Facebook Ads has performed, you can even find the product-specific data at each platform’s dedicated tab.


Try Windsor.ai today
Access all your data from your favorite sources in one place.
Get started for free with a 30 - day trial.
Get started with Excel Marketing Reporting Template
With the above-mentioned Five Excel templates, you can get a good head start and also experience the look and feel of how Windsor.ai for excel works and will easily kick-start your spreadsheet reporting, so what are you waiting for? Focus on the work that matters Most Sign up – it’s free for 30 days
This Excel marketing templates integrates with the following sources:
- Google Analytics
- Google Ads
- Facebook Ads
- LinkedIn Ads
- Bing Ads
- Twitter Ads
- TikTok Ads
- Snapchat Ads
- Adroll
- Criteo
- and many more…
Here are the steps to get you started:
- Download the template
- Head to the sheet Instructions
- Set up your data and edit the template to your liking
In case you have not used a marketing template from Windsor.ai before, you will see a message about Privacy levels similar to the one below. Click on Ignore Privacy Levels checks for this file in case you see this message.