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Client Reporting Template

A free Excel template for reporting influencer campaign results to clients, with CPE, CPM, ROAS and a built-in break-even test.

3tabs
11auto metrics
Freeno signup
What this is. A free Excel template for agencies reporting influencer campaign results to brand clients. Enter raw platform metrics per creator; engagement rate, CPE, CPM, CTR, CPA and ROAS calculate themselves, including whether the campaign actually cleared its break-even ROAS.
XLS
Client Reporting Template Excel workbook · 3 tabs · auto-calculated metrics · break-even test · free, no signup
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Most influencer campaign reports show reach, engagement and attributed revenue, and stop there. The question a client actually has, did this campaign make money?; usually goes unanswered, because answering it requires the gross margin figure nobody puts in the report.

3tabs
11metrics calculated automatically
Break-evenROAS test built in
Freeno signup

What's inside

From raw metrics to a client-ready report 1Enter dataper creator2Auto-calcCPE, CPM, ROAS3Break-evenvs margin4Summaryclient-facing
Enter raw metrics once. Everything downstream, efficiency metrics, ROAS, the break-even verdict and the client summary; calculates from that single input.

The Creator Performance tab takes one row per creator: cost, reach, impressions, likes, comments, shares, clicks, orders and revenue. It calculates engagement rate, total engagements, CPE, CPM, CTR, ROAS and CPA per creator and in aggregate.

The Campaign Summary tab is what the client sees, every figure pulled automatically, plus campaign details you fill in.

The break-even test

This is the part most reports miss. Enter your client's gross margin and the template calculates the ROAS the campaign needed simply to cover cost, 1 ÷ gross margin; then tells you plainly whether it cleared it.

Worth understanding before you send a report. At 60% margin a campaign needs 1.67× ROAS to break even; at 40% it needs 2.5×. A 2× ROAS looks like a success and loses money on a thin-margin product. The template flags this in green or red so it can't be missed.

Why cost per engagement belongs in every report

CPM compares creators on reach efficiency, which favours larger creators. CPE compares them on attention efficiency, which favours smaller ones. Reporting both is what lets a client see that a macro creator with an attractive CPM delivered very few actual engagements, a conclusion that reach-only reporting hides entirely.

The attribution note, leave it in

The template includes a standing note explaining that attributed revenue reflects last-click tracking, and that influencer-driven purchases frequently arrive later via direct or branded search and aren't captured. It's tempting to remove this because it appears to undercut your numbers.

Don't. It does the opposite: it tells the client your reported figure is a floor rather than a ceiling, and clients who understand the caveat trust the rest of the report more, not less. Model campaign ROI →

The eleven metrics it calculates

MetricWhat it tells the clientWhy it belongs in the report
Engagement rateShare of reached people who interactedThe clearest quality signal per creator
Total engagementsAbsolute interaction volumeContext for the rate
CPECost per engagementFairest comparison across creators of different sizes
CPMCost per thousand impressionsComparable to paid social benchmarks
Clicks and CTRTraffic driven, and efficiency of itConnects content to site behaviour
OrdersAttributed conversionsThe commercial outcome
CPACost per acquisitionDirectly comparable to other channels
RevenueAttributed revenueThe headline number clients expect
ROASRevenue ÷ spendStandard but insufficient alone
Break-even ROASWhat was needed to cover costThe number that makes ROAS meaningful
Cleared break-even?A plain yes or noThe question clients are actually asking

Why per-creator reporting matters

Campaign aggregates hide the distribution. A campaign averaging 2.1× ROAS might contain one creator at 6× and four below 1×, which is a completely different lesson from five creators clustered around 2×.

Reporting per creator lets you tell the client which specific partnerships to repeat and which to drop, which is far more valuable than an average. It also protects you: when a client asks why results varied, you have the answer in front of you rather than reconstructing it.

Common questions

What should an influencer marketing report include?

Spend, reach, impressions, engagements and engagement rate, cost per engagement, CPM, clicks and click-through rate, attributed orders and revenue, cost per acquisition, and ROAS measured against the break-even ROAS implied by the client's gross margin. Reach-only reporting doesn't answer whether the campaign paid.

How do agencies report influencer campaign results to clients?

The strongest reports show per-creator performance alongside campaign aggregates, include efficiency metrics such as CPE and CPM rather than raw totals only, compare results against a baseline, and state plainly whether the campaign cleared its commercial break-even.

How do you calculate break-even ROAS?

Divide one by the gross margin. At 60% margin, break-even is 1.67×; at 40%, it's 2.5×. Any ROAS below that figure means the campaign lost money despite generating revenue, which is why reporting ROAS without margin context is misleading.

What is a good cost per engagement for influencer marketing?

It varies substantially by tier and niche, so the useful benchmark is comparative rather than absolute; compare creators within the same campaign, and compare campaigns against your own historical average. CPE is more informative than CPM for conversion-focused work because it prices genuine attention rather than impressions.

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