Prooflytics
— Analytics · Weekly

B2B SaaS Marketing Report Template

The B2B SaaS marketing report template joins your paid ad data with CRM pipeline to show what marketing actually contributes to revenue. MQL volume, SQL conversion rate, cost per closed deal by channel — all in one weekly report, automatically generated.

What it looks like

Sample data · Demo modeTry free →

MQL (week)

84

+12 WoW

SQL conv. rate

38%

+4pp WoW

Cost per MQL

$186

-$24 WoW

Mktg pipeline

$62.4k

+$8k WoW

MQL → SQL → Closed funnel
Cost per stage by channel
ChannelCost/MQLCost/SQLCost/deal
Meta Ads$142$374$1,820
Google Ads$198$520$2,840
LinkedIn$310$680$3,200

What this report includes

  • 1MQL volume and cost per MQL by channel
  • 2MQL → SQL → closed-won conversion funnel
  • 3Cost per closed deal by acquisition channel
  • 4Pipeline sourced from marketing this week
  • 5Revenue attribution (if HubSpot/Salesforce connected)
  • 6Paid spend efficiency vs pipeline contribution
  • 7Recommended channel reallocation
Delivery
Weekly
Built for
B2B Marketing Lead · CMO · Demand Generation Manager
Required connections
  • ✓ Meta Ads or Google Ads
  • ✓ HubSpot or Salesforce
Use this template free

14-day free trial · No credit card

How Prooflytics generates this report

Step 1

Connect your sources

Connect Meta Ads or Google Ads via OAuth. Takes under 5 minutes — no engineering required.

Step 2

AI reads and writes

On your schedule (weekly), the AI reads your full data snapshot and generates every section of the report with explanatory commentary.

Step 3

Report arrives

The finished report is available in-app and delivered to your inbox. PDF export included. No template to fill in, no charts to build.

Frequently asked questions

Does this require a CRM integration?

For pipeline and revenue attribution sections, yes — HubSpot or Salesforce must be connected. The paid channel sections (MQL cost, spend, ROAS) work with Meta Ads and/or Google Ads alone.

What is the difference between MQL and SQL in the report?

Prooflytics pulls deal stage data from your CRM and maps it to marketing-qualified and sales-qualified stages based on your pipeline configuration. The funnel conversion section shows where leads drop between each stage.

Can I use this template for a board presentation?

The CMO Dashboard Report template is better suited for board presentations — it includes an AI-written executive summary and focuses on revenue outcomes. The B2B SaaS template is designed for weekly internal use.

Try B2B SaaS Marketing Report Template

Connect your sources and your first report arrives on the next weekly delivery. 14-day free trial.

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