Create a Social Media Report [Free Template]


Social media is an undeniably highly effective channel for advertising in 2020.

Actually, social networks are the greatest supply of inspiration for client purchases, with 37% of consumers finding purchase inspiration via social channels.

Nonetheless, in case you’re utilizing social media as a instrument for natural publicity and model consciousness, fairly than only a channel for paid advertisements, it may be troublesome to trace the success of your efforts.

As any social media supervisor is aware of, profitable implementation of a social media technique is contingent on numerous elements — and all firms prioritize completely different channels, metrics, and standards for fulfillment.

Access Now: Social Media Report [Free Template]

For instance, is paid extra essential than natural to what you are promoting, and in that case, to what extent?

Is extra significance positioned on viewers engagement, or viewers development?

Has a posting cadence been straight tied to income?

With so many areas of focus for social media entrepreneurs, it is essential to decide on, analyze, and report in your key social media metrics with a social media report.

A social media report can assist you clearly convey what elements your social media crew prioritizes, why these elements matter, and the way you are performing towards these objectives.

On this submit, we’ll spotlight the significance of a social media report, record the metrics you must contemplate together with in a single, and stroll via a step-by-step course of for constructing a social media report your self.

For a fast and straightforward resolution to your reporting woes, click on right here to obtain HubSpot’s Free Social Media Reporting Template.

Why Use a Social Media Report?

A social media report is one of the simplest ways to distill the important thing metrics your social media crew is monitoring on a day by day, weekly, month-to-month, quarterly, and/or annual foundation.

Since social media encompasses a lot, gathering and reporting on the info and channels that you’ve got decided are most essential for what you are promoting offers a lens of focus on your social media advertising crew, and delivers a mandatory high-level overview for management.

Social media would not simply have an effect on advertising. Prospects ask questions, prospects write opinions, and thought leaders comply with you for firm information. As a result of social media coincides with almost each facet of your group, gathering and distributing the state of your social media channels is a transfer that exhibits transparency and encourages cross-company alignment.

You can even use a social media report back to report on campaign-level analytics. In case your social media account is serving as a cog in a bigger firm initiative, this report exhibits to what extent social media contributed to the undertaking’s success.

Featured Useful resource: Free Social Media Report Template


HubSpot’s free social media report template has pre-made slides so that you can report on your entire predominant social media metrics. Obtain the template right now and easily plug in your individual metrics to customise a social media report on your group.

Social Media Metrics to Report On

Your small business doubtless values some metrics over others relating to social media reporting. Seemingly, these metrics additionally differ between your channels — since LinkedIn would not allow you to retweet, and Twitter would not allow you to click on a cry-face button.

Earlier than you begin reporting in your social media channels’ efficiency, learn via this record of choices of social media metrics so you possibly can decide which of them you must embrace in your report.

1. Viewers Measurement and Progress

This metric tells you ways giant your attain is and the way rapidly that attain is rising. That is sometimes seen because the core social media metric, because it exhibits how giant of an viewers you possibly can leverage together with your posts and content material.

2. Cadence of Posts

A fairly self-explanatory instance, this metric represents what number of instances you posted in a given time interval. This metric is normally in contrast alongside different metrics — resembling engagement charges — that can assist you decide the correct cadence on your viewers.

This metric also needs to be channel-specific, as a result of it is sensible to post more frequently on some channels than others.

3. Publish Engagement

Publish engagement measures how your followers and followers are reacting to your posts with likes, feedback, and shares. A wholesome submit engagement suggests you’ve gotten a loyal viewers — and that your content material is reaching them.

You can even monitor engagement as a share of your viewers to find out engagement price.

4. Mentions

One metric you’ve gotten rather less management over is mentions. You may monitor mentions from prospects, prospects, and even information retailers to gauge notion of what you are promoting and model on-line.

5. Clickthrough Charge

When a submit hyperlinks to a web page in your web site, you possibly can measure how many individuals and what number of your viewers clicked via to the web page. A robust clickthrough price exhibits you are sharing web site pages that your viewers finds related.

6. Conversions & New Contacts

Conversions comes into play in case you’re utilizing social media to generate leads, subscribers, and even prospects. If you wish to attribute contacts to your social media crew’s efforts, be sure to’re utilizing correct monitoring and setting cheap objectives, because it’s uncommon in some industries to go straight from social media to changing into a buyer.

7. ROI

Straight tracing ROI (return-on-investment) to social media efforts will be tough. Nonetheless, in case you decide it is value reporting on this metric, be sure to have correct expectations set and attribution fashions established.

8. CPM / CPC

This metric is important for monitoring the efficiency in your social media advertisements. Should you’re solely reporting on natural social metrics, you possibly can ignore this one.

9. Competitor Metrics

To offer a benchmark, contemplate analyzing the aforementioned metrics on your opponents. Clearly, these metrics can differ drastically primarily based on publicity, paid funds, and the dimensions of the corporate, but it surely’s nonetheless worthwhile to make the comparability.

Make a Social Media Report

Step 1: Select Your Presentation Technique

For consistency and readability, be sure to’re utilizing a social media report presentation, spreadsheet, or memo template. This manner, every time you replace your metrics, you may merely want to repeat over your latest metrics onto that template fairly than reinventing the wheel each time.

We recommend utilizing a PowerPoint or Google Slide Deck template, as a result of you possibly can share it together with your crew through electronic mail, use it for an in-person assembly or presentation, or each.

Want a template to get began? Try this one.

Step 2: Decide the Metrics You may Be Reporting On

Like we have established, completely different firms and completely different social media groups worth completely different social media metrics.

It is your job to decide on the metrics that matter most to your crew and your group.

Utilizing the record from the part above, slim down the important metrics you consider are value presenting to your crew at giant. Keep in mind, you possibly can change which metrics you report on for every of your group’s social media platforms.

In case your social media report is campaign-specific, attain out to the undertaking stakeholders to see in the event that they’re hoping to see reporting on any sure metrics within the social media report.

Professional Tip: In your first few ongoing social media reporting shows, ask your friends which metrics they’d wish to see, or which of them they want clarification on. Making these modifications sooner fairly than later helps you retain your crew knowledgeable and engaged.

Step 3: Collect Your Knowledge

As soon as you recognize what you are reporting on and the way you are reporting it, it is time to begin gathering information.

Whenever you’re first establishing your social media experiences, create bookmarks on your information sources. Make a folder for the analytics web page for every social media channel you are analyzing and/or your social media reporting software for an all-encompassing view.

Should you’re monitoring click-throughs to your web site, be sure to’re analyzing from a single grasp location, resembling your monitoring URL builder or your site visitors monitoring instrument like HubSpot or Google Analytics.

Step 4: Add in Some Visuals

A chart of numbers on a slide deck is, nicely, fairly boring.

Whereas a numerical chart is essential for sharing as a lot information as attainable in an organized manner, utilizing visuals is a greater method to convey the expansion and success metrics of your social media efficiency. Attempt incorporating one or all the following into your social media experiences:

  • Linear graphs to point out followers over time.
  • Pie charts to point out clicks to completely different pages of your web site (weblog pages vs. case research, for instance).
  • Bar graphs to point out variety of engagements on every platform.

These examples are extra eye-catching than numbers on a slide and additional illustrate what you need your crew to stroll away with. If information visualization is new to you, take a look at our Guide on Data Visualization for Marketers.

Step 5: Consider Your Story

A operating social media report ought to all the time remind individuals about the place you got here from and the place you propose on going. That mentioned, make certain your experiences make reference to how your numbers have modified because the final time period on which you offered, along with why numbers have modified.

Did follower development as a p.c improve drop final month? Perhaps that is as a result of one in every of your posts from the month earlier than went viral and resulted in unprecedented development that was unattainable to match. Make that clear and add context to the numbers.

Moreover, every report ought to comprise clear motion objects about how you propose to constantly enhance your social media efficiency. Social media is consistently evolving, so your strategy and technique for it ought to, too.

Now that you just’re geared up with the data to construct, design, and share your social media report, obtain your social media report template and get to work!

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