AI Content Creation Course
Learn how to use AI to write better email campaigns, social content, blog posts and build a scalable content strategy.
Explore the course →A platform-agnostic email marketing report template that tracks the metrics that drive revenue — open rates, click rates, automation performance, and list health in one clean view.
Built for email marketers and CRM managers who need to connect email activity to revenue — clearly and consistently.
Total sends, deliveries, opens, and clicks for every campaign this period — with MoM percentage change calculated automatically.
Track open rate and CTR over time with benchmarks so you can see at a glance whether your campaigns are performing above or below average.
Direct email attribution — revenue generated from campaigns and flows, broken down by type and tracked over time.
Subscriber growth, churn rate, list quality score, and active vs. inactive subscriber split in one health dashboard.
Revenue and engagement data for each automation — welcome series, abandoned cart, post-purchase, and win-back flows.
Log your subject line and content test results with winner declarations and what you're testing next month.
Track unsubscribe rates and spam complaints by campaign so you can spot deliverability risks early and address them.
A pre-formatted commentary block for your analysis and action items — so every report ends with a clear plan for next month.
Whether you're managing campaigns for one brand or a full portfolio of clients, this template makes email reporting effortless.
Stop pulling data manually from your ESP. Paste it in and have a polished monthly report ready in minutes.
Connect your Klaviyo data to a report that shows revenue by flow, campaign performance, and list health all in one view.
Deliver consistent, professional email reports across all clients — without rebuilding your format from scratch every month.
Free tools and templates to use alongside this template.
Learn how to use AI to write better email campaigns, social content, blog posts and build a scalable content strategy.
Explore the course →54+ ready-to-use AI prompts for email copy, blog posts, social media captions, video scripts and content strategy.
Browse prompts →A step-by-step checklist covering performance, SEO, analytics, security and everything to check before launching a new campaign or landing page.
View checklist →The template is delivered as a downloadable spreadsheet file — compatible with Google Sheets and built to accept data exports from any major email service provider including Mailchimp, Klaviyo, and HubSpot. No extra software or plugins needed. Open it, paste in your campaign data, and your email report is ready to share.
It's sent directly to your inbox via email as soon as your purchase is confirmed. No account setup, no waiting — instant access, ready to use on your next monthly reporting cycle.
It's built for anyone reporting on email marketing performance — email marketers, CRM managers, ecommerce teams using Klaviyo, and marketing agencies who want to connect campaign activity, automation performance, and list health to revenue in one clean, consistent report without pulling data manually from their ESP every month.
8+ pre-built KPIs across 8 fully structured report sections:
Yes. The template is fully platform-agnostic — it works with data exports from Mailchimp, Klaviyo, HubSpot, ActiveCampaign, or any other ESP. As long as you can export your campaign data to a spreadsheet, you can use this template regardless of which email marketing platform you're on.
Yes — and that's one of its key strengths. Most basic email reports only cover broadcast campaigns. This template includes a dedicated automation flow performance section that tracks revenue and engagement data for your welcome series, abandoned cart, post-purchase, and win-back flows separately — so you get a complete picture of everything your email programme is generating, not just your latest newsletter.
Absolutely. Just duplicate the sheet for each client or brand, paste in their ESP export data, and you have a consistent, professional email marketing report every time. Agencies managing multiple email marketing accounts will find it especially useful for standardising reporting quality, connecting email activity to revenue clearly, and delivering client reports that go beyond vanity metrics like open rates — and actually show what's working and what to do next.