Create a Social Media Report [Free Template]

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

In truth, social networks are the greatest supply of inspiration for client purchases, with 37% of shoppers discovering buy inspiration by way of social channels.

Nevertheless, if you happen to’re utilizing social media as a instrument for natural publicity and model consciousness, moderately than only a channel for paid adverts, it may be tough 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 components — and all firms prioritize completely different channels, metrics, and standards for achievement.

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 may also help you clearly convey what components your social media staff prioritizes, why these components matter, and the way you are performing towards these targets.

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

For a fast and straightforward answer 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 the easiest way to distill the important thing metrics your social media staff is monitoring on a each 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 in your social media advertising staff, and delivers a essential high-level overview for management.

Social media would not simply have an effect on advertising. Prospects ask questions, prospects write critiques, and thought leaders comply with you for firm information. As a result of social media coincides with almost each side 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 may also 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 mission’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 in the present day and easily plug in your individual metrics to customise a social media report in your group.

Social Media Metrics to Report On

What you are promoting seemingly values some metrics over others on the subject of social media reporting. Probably, these metrics additionally fluctuate 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 by way of this listing of choices of social media metrics so you’ll be able to decide which of them you must embody in your report.

1. Viewers Measurement and Progress

This metric tells you ways massive your attain is and the way shortly that attain is rising. That is sometimes seen because the core social media metric, because it exhibits how massive of an viewers you’ll be able to leverage along with your posts and content material.

2. Cadence of Posts

A moderately self-explanatory instance, this metric represents what number of occasions you posted in a given time interval. This metric is often in contrast alongside different metrics — comparable to engagement charges — that can assist you decide the proper cadence in your viewers.

This metric also needs to be channel-specific, as a result of it is smart to submit extra regularly on some channels than others.

3. Submit Engagement

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

You may also observe engagement as a share of your viewers to find out engagement charge.

4. Mentions

One metric you’ve rather less management over is mentions. You’ll be able to observe mentions from prospects, prospects, and even information shops to gauge notion of what you are promoting and model on-line.

5. Clickthrough Fee

When a submit hyperlinks to a web page in your web site, you’ll be able to measure how many individuals and what number of your viewers clicked by way of to the web page. A robust clickthrough charge exhibits you are sharing web site pages that your viewers finds related.

6. Conversions & New Contacts

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

7. ROI

Immediately tracing ROI (return-on-investment) to social media efforts could be tough. Nevertheless, if you happen to decide it is price reporting on this metric, ensure you have correct expectations set and attribution fashions established.

8. CPM / CPC

This metric is important for monitoring the efficiency in your social media adverts. For those who’re solely reporting on natural social metrics, you’ll be able to ignore this one.

9. Competitor Metrics

To supply a benchmark, take into account analyzing the aforementioned metrics in your rivals. Clearly, these metrics can fluctuate drastically primarily based on publicity, paid finances, and the scale of the corporate, but it surely’s nonetheless worthwhile to make the comparability.

Make a Social Media Report

Step 1: Select Your Presentation Methodology

For consistency and readability, ensure you’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 most recent metrics onto that template moderately than reinventing the wheel each time.

We propose utilizing a PowerPoint or Google Slide Deck template, as a result of you’ll be able to share it along with your staff by way of electronic mail, use it for an in-person assembly or presentation, or each.

Want a template to get began? Do that one.

Step 2: Decide the Metrics You will 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 staff and your group.

Utilizing the listing from the part above, slim down the important metrics you imagine are price presenting to your staff at massive. Keep in mind, you’ll be able to 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 mission 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 displays, ask your friends which metrics they’d prefer to see, or which of them they want clarification on. Making these adjustments sooner moderately than later helps you retain your staff knowledgeable and engaged.

Step 3: Collect Your Information

As soon as you understand what you are reporting on and the way you are reporting it, it is time to begin accumulating knowledge.

Once you’re first organising your social media studies, create bookmarks in your knowledge sources. Make a folder for the analytics web page for every social media channel you are analyzing and/or your social media reporting software program for an all-encompassing view.

For those who’re monitoring click-throughs to your web site, ensure you’re analyzing from a single grasp location, comparable to your monitoring URL builder or your visitors monitoring instrument like HubSpot or Google Analytics.

Step 4: Add in Some Visuals

A chart of numbers on a slide deck is, properly, 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 strategy to convey the expansion and success metrics of your social media efficiency. Strive incorporating one or all the following into your social media studies:

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

These examples are extra eye-catching than numbers on a slide and additional illustrate what you need your staff to stroll away with. If knowledge visualization is new to you, take a look at our Information on Information Visualization for Entrepreneurs.

Step 5: Consider Your Story

A operating social media report ought to at all times remind folks about the place you got here from and the place you propose on going. That stated, be certain that your studies make reference to how your numbers have modified because the final time period on which you introduced, along with why numbers have modified.

Did follower development as a p.c improve drop final month? Possibly that is as a result of certainly one of your posts from the month earlier than went viral and resulted in unprecedented development that was not possible to match. Make that clear and add context to the numbers.

Moreover, every report ought to comprise clear motion gadgets about how you propose to repeatedly enhance your social media efficiency. Social media is continually evolving, so your method and technique for it ought to, too.

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

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