Beginner level · Module 6: Social Media Insights and Reporting Basics · Lesson 2 of 3
KPI Tracking and the Monthly Report
Track the numbers that matter and summarise them in a one-page report with recommendations.
In this lesson you will
- Maintain a weekly KPI tracker
- Write a one-page report with findings and next steps
Key concepts
KPItrackerinsightrecommendation
The lesson
KPIs (key performance indicators) are the few numbers that show progress towards the goal: for a WhatsApp ordering goal, enquiries and orders matter more than likes.
A tracker in Google Sheets or Excel records the KPIs weekly, so trends are visible and nothing depends on memory.
A monthly report is short and honest: what happened, what worked, what did not and what you will change next month. Owners value honesty more than impressive-looking numbers.
Step by step
- Choose three to five KPIs linked to the goal.
- Build a weekly tracker.
- Fill in two weeks of data.
- Write a one-page report with three recommendations.
Practice activity
Build a KPI tracker for your business and write a one-page report for the first two weeks with three recommendations.
Expected result: A KPI tracker and an honest one-page report.
Check your understanding
-
What three questions should a short marketing report answer?
Show answer
What happened, why it happened, and what to do next.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.