Prooflytics
— Executive · Monthly

CMO Dashboard Report Template

The CMO dashboard report template gives senior marketing leaders a single monthly view: paid performance, organic and email contribution, pipeline sourced from marketing, and revenue attribution by channel. AI-written executive summary included — ready to paste into board updates.

What it looks like

Sample data · Demo modeTry free →

Mktg spend (MTD)

$74.2k

vs $80k budget

Blended ROAS

3.4×

+0.4 MoM

CAC (blended)

$148

-$22 MoM

Mktg-sourced MRR

$48.2k

+18% MoM

Pipeline sourced by marketing — by channel
QTD vs goal

What this report includes

  • 1AI-written executive summary (board-ready, 200 words)
  • 2Marketing-sourced pipeline and revenue by channel
  • 3Total marketing spend and blended ROAS
  • 4CAC and LTV trend (if CRM connected)
  • 5Organic + paid channel contribution breakdown
  • 6Quarter-to-date vs goal tracking
  • 7Next month strategic recommendation
Delivery
Monthly
Built for
CMO · VP Marketing · Marketing Director
Required connections
  • ✓ Meta Ads or Google Ads
  • ✓ HubSpot or Salesforce (for pipeline data)
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 (monthly), 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

What does the CMO report cover?

The monthly CMO report covers six areas: total marketing spend and blended ROAS, marketing-sourced pipeline by channel, CAC and LTV trend, organic vs paid contribution, QTD goal tracking, and an AI-written executive summary ready for board or leadership reviews.

Does the report show pipeline and revenue?

Yes, when HubSpot or Salesforce is connected. Prooflytics joins your ad spend data with CRM pipeline to show cost per MQL, cost per closed deal, and marketing-attributed revenue by channel.

Can I add custom KPIs to the CMO report?

Growth and Scale tier subscribers can configure custom KPI targets and add them to the report sections. Common additions: ROMI target, brand search volume, NPS score from Intercom.

Try CMO Dashboard Report Template

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

Start free trial
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