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Social Media Report Template

Instructions

Template created by

Click “File”
Go to “Make a Copy”
Click “Entire Presentation”
Create a new name for your document
Click “Save”
Go to pages 13 - 22 to review our example report
Fill out your report and remember to remove this slide (and the example report)
Voila – it’s ready for presentations!
To save as a PDF, click “File” → “Download” → “PDF Document”

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[Insert name of company or brand]

[Month, Year]

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Monthly Check-in

_

Compared to previous month

[Last month = _%]

Engagement Rate

_

Percentage to EOQ goal:

_%

Percentage to EOY goal:

_%

_

Percentage to EOQ goal:

_%

Percentage to EOY goal:

_%

Follower Growth

Sessions

Snapshot report of our progress this month.

Insert total sessions this month – across all channels

Insert total new followers this month – across all channels

Insert average engagement rate this month – across all channels

[Is it above, below, or on par with last month?]

Customize this report based on your KPIs.

For example, if you don’t want to include a snapshot of Sessions, you could replace it with Reach instead.

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Monthly Performance Breakdowns

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Monthly Performance Breakdown

Channel	Followers	MoM%	# of Posts Published	MoM %	Engagement	MoM %	Reach	MoM %	Link Clicks	MoM %	Video Views	MoM %
Instagram
Instagram Stories
Instagram Reels
Total

See speaker notes for definitions of engagement, reach, etc.
Remember: Customize this report based on your KPIs. For example, switch out Video Views for Sessions!

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Instagram (Organic)

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Monthly Performance Breakdown

All Other Platforms (Organic)

Channel	Followers	MoM%	# of Posts Published	MoM %	Engagement	MoM %	Reach	MoM %	Link Clicks	MoM %	Video Views	MoM %
TikTok
Facebook
Pinterest
Twitter
LinkedIn
YouTube
Total

See speaker notes for definitions of engagement, reach, etc.
Remember: Customize this report based on your KPIs. For example, switch out Video Views for Sessions!

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Monthly Spend Breakdown

Channel	Spend	MoM%	Reach	MoM %	Link Clicks	MoM %	Sessions	MoM %	# of conversions	MoM %	CPV	MoM %	CPV	MoM %
Instagram
Facebook
Twitter
TikTok
LinkedIn
Pinterest
Google
Total

Paid

See speaker notes for definitions of spend, CPC, etc.
Remember: Customize this report based on your KPIs. If you currently don’t report on paid spend, remove this slide.

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Key Learnings & Opportunities

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Key Learnings

Wins

Challenges

Opportunities

Include all of your wins for the month

Include any challenges that occurred this month

Include key learnings and opportunities.

What worked? What didn’t work? Anything major to note?

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[Insert name of company or brand]

Thank you

If you have any questions, I can be reached at:

Email: [Insert email address]

Slack Handle: [Insert Slack handle]

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Later Media

March 2022

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Monthly Check-in

Engagement Rate

4.5%

Compared to previous month

Above

[Last month = 3%]

100K

Percentage to EOQ goal:

110%

Percentage to EOY goal:

110%

+20K

Percentage to EOQ goal:

110%

Percentage to EOY goal:

110%

Follower Growth

Sessions

Snapshot report of our progress this month.

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Monthly Performance Breakdowns

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Monthly Performance Breakdown

Channel	Followers	MoM%	# of Posts Published	MoM %	Engagement	MoM %	Reach	MoM %	Link Clicks	MoM %	Video Views	MoM %
Instagram	200K	+5%	30	+5%	200K	+5%	200K	+5%	200K	+5%	200K	+5%
Instagram Stories	N/A	N/A	30	+5%	N/A	N/A	200K	+5%	200K	+5%	N/A	N/A
Instagram Reels	N/A	N/A	30	+5%	200K	+5%	200K	+5%	N/A	N/A	200K	+5%
Total	200K	+5%	90	+5%	400K	+5%	600K	+5%	400K	+5%	400K	+5%

Instagram (Organic)

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Monthly Performance Breakdown

Channel	Followers	MoM%	# of Posts Published	MoM %	Engagement	MoM %	Reach	MoM %	Link Clicks	MoM %	Video Views	MoM %
TikTok	200K	+5%	30	+5%	200K	+5%	200K	+5%	200K	+5%	200K	+5%
Facebook	200K	+5%	30	+5%	200K	+5%	200K	+5%	200K	+5%	200K	+5%
Pinterest	200K	+5%	30	+5%	200K	+5%	200K	+5%	200K	+5%	200K	+5%
Twitter	200K	+5%	30	+5%	200K	+5%	200K	+5%	200K	+5%	200K	+5%
LinkedIn	200K	+5%	30	+5%	200K	+5%	200K	+5%	200K	+5%	200K	+5%
YouTube	200K	+5%	30	+5%	200K	+5%	200K	+5%	200K	+5%	200K	+5%
Total	1.2M	+5%	180	+5%	1.2M	+5%	1.2M	+5%	1.2M	+5%	1.2M	+5%

All Other Platforms (Organic)

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Monthly Spend Breakdown

Paid

Channel	Spend	MoM%	Reach	MoM %	Link Clicks	MoM %	Sessions	MoM %	# of conversions	MoM %	CPV	MoM %	CPV	MoM %
Instagram	$10	+5%	100K	+5%	100K	+5%	100K	+5%	100K	+5%	$1	+5%	$1	+5%
Facebook	$10	+5%	100K	+5%	100K	+5%	100K	+5%	100K	+5%	$1	+5%	$1	+5%
Twitter	$10	+5%	100K	+5%	100K	+5%	100K	+5%	100K	+5%	$1	+5%	$1	+5%
TikTok	$10	+5%	100K	+5%	100K	+5%	100K	+5%	100K	+5%	$1	+5%	$1	+5%
LinkedIn	$10	+5%	100K	+5%	100K	+5%	100K	+5%	100K	+5%	$1	+5%	$1	+5%
Pinterest	$10	+5%	100K	+5%	100K	+5%	100K	+5%	100K	+5%	$1	+5%	$1	+5%
Google	$10	+5%	100K	+5%	100K	+5%	100K	+5%	100K	+5%	$1	+5%	$1	+5%
Total	$70	+5%	700K	+5%	700K	+5%	700K	+5%	700K	+5%	$7	+5%	$7	+5%

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Key Learnings & Opportunities

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Key Learnings

Wins

Challenges

Opportunities

Highest overall engagement rate to date! Likely due to increased Reels & TikTok posting cadence.
YouTube views increased 9% month-on-month. Educational content is performing especially well.
TikTok following grew by 6% month-on-month.

Increased team collaboration.
2 x videos hit over 100K views.

Meme content on Instagram continues to perform above average (+10% engagement and reach rates).

Reduced team bandwidth due to vacation time. Maintaining posting consistency reduced potential for creative opportunities.
Twitter follower growth is plateauing.
Reel reach rate decreased by 5% month-on-month.

Still a huge channel, but appears to be slowing down.

Expand “OOO” content plan and create additional evergreen, pre-prepared posts to supplement day-to-day content
Experiment with more educational and “hot take” Reels to help increase reach
Review Twitter goals, and focus more on community-building and joining industry #TwitterChats
Test meme content on other channels like Facebook and Twitter

What worked? What didn’t work? Anything major to note?

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Later Media

Thank you

If you have any questions, I can be reached at:

Email: example@example.com

Slack Handle:@example