Reporting
One dashboard, every number tied to its source.
A Marketing 360 view, a one-page month-end report, and KPIs that roll up to corporate.
A sample Marketing 360 view
New clients, leads, traffic, spend, campaigns
Illustrative view of a Marketing 360 dashboard. Figures shown are SPM September 2026 results, shared with SPM's permission.
New clients (Sept)
34
+31% Q3 over Q2
Web leads (Sept)
+8%
vs prior month
Posts delivered (Aug)
40 / 40
100% on schedule
New clients by source
Web / Organic12
Paid9
Referral7
Direct6
Spend by channel
Paid Search
$ —
Social
$ —
Direct Mail
$ —
Outbound
$ —
Traffic by site: five market sites reporting. Sample values shown.
Campaign status
Market site A — SEO articlesOn schedule
Paid search — brand + marketOn schedule
Email — owner nurtureOn schedule
Direct mail — 8,000-home dropComplete
A sample monthly report
The one-page month-end format
Sample month-end report.
Shipped
- ● 34 new management clients (September 2026)
- ● +31% new clients, Q3 over Q2
- ● +8% web leads in September
- ● 40 of 40 posts delivered in August
- ● Five sites publishing Tuesday and Thursday
Next
- → Continue Tuesday/Thursday publishing across five sites
- → Paid search optimization against reviewed history
- → Next 8,000-home postcard drop planning
- → Month-end report and leadership review
Asks
- ? Leadership approval on next campaign card batch
- ? Confirm budget for Q4 direct mail
- ? Vendor access review for newly acquired market
KPI definitions
KPIs that roll up to corporate
KPI
Definition
Source system
Lead
A contact captured in the client's CRM, source-tagged.
Client CRM
New client
A signed management agreement within the period.
Client CRM / operations
Cost per lead
Spend divided by leads, by source.
Ad platforms + CRM
Cost per acquired client
Spend divided by new clients in the period.
Ad platforms + CRM
Close rate
New clients divided by leads in the period.
Client CRM