Free template · 8 pages
Written by Hojabr Sattari, founder of PlanConversion, from programs run for ABB, KNIME and Nakisa. For CMOs, VPs of marketing and marketing leaders reporting to a CEO or board.
Board-ready marketing report template: the one page leadership actually reads
Get the free template ↓Leadership does not want channel dashboards. They want to know whether marketing is creating enough qualified pipeline, at what cost, and what you will change. This template gives B2B marketing leaders a one-page monthly report and a five-slide quarterly version, with the definitions, the order and the commentary prompts that make the numbers hold up when the CFO asks a second question.
- The five numbers every report starts with
- Definitions that survive a CFO review
- The one-page monthly layout, section by section
- The five-slide quarterly board version
Written by Hojabr Sattari, founder of PlanConversion, from programs run for ABB, KNIME and Nakisa. For CMOs, VPs of marketing and marketing leaders reporting to a CEO or board.What’s inside
Everything in the template
Practical and specific: questions, checks and decisions you can use in your next meeting, not theory.
Definitions that survive a CFO review
The one-page monthly layout, section by section
The five-slide quarterly board version
Commentary prompts: what changed, why, what next
Free preview
The five numbers, in this order
- Qualified pipeline created this month, against target.
- Pipeline coverage for the next two quarters.
- Cost per qualified opportunity, by program.
- Win rate and average deal size on marketing-sourced and influenced deals.
- Revenue closed from opportunities marketing sourced or influenced.
The full template
Board-ready marketing report template
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CRM, attribution, routing and dashboards your sales and finance teams trust.
Questions
About this template
Do we need perfect attribution first?
No. Start with sourced and influenced pipeline from the CRM as it is today, state the definitions, and improve tracking month by month. Consistency matters more than precision.
Does this work with HubSpot and Salesforce?
Yes. Every number comes from standard opportunity fields. Our attribution checklist covers the fields to fix first.
Can PlanConversion build this report for us?
Yes. We build it from your CRM and present it with you each month, as part of how we work inside your team.
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