< BACK TO BLOG
September 30, 2023
SEO
Darren Stewart

How to Create an SEO Report Template in Excel

A quick step by step guide on how to create a simple SEO report in Microsoft Excel.

SEO reporting is a common task when working in digital marketing but you may not have access to sophisticated reporting tools to help.

Here's a detailed step-by-step guide on how to create an SEO report template in Microsoft Excel:

Step 1: Open Excel and Create a New Workbook

   - Launch Microsoft Excel and open a new workbook.

Step 2: Set Up the Header Section

   - In the first row (Row 1), create a header section where you'll add details like the report title, date, and client name (if it is for a client).

   - In cell A1, type "SEO Report."

   - In cell A2, type "Date:" and leave space for the date.

   - In cell A3, type "Client:" and leave space for the client's name.

Step 3: Add Key Metrics Section

   - Starting in Row 5, create a section for key SEO metrics. These can include metrics like organic traffic, keyword rankings, and backlinks.

   - In Column A (starting from A5), list the metric names. For example, "Organic Traffic," "Keyword Rankings," "Backlinks," etc.

   - In Column B (starting from B5), leave space for the actual metric values. You can update these values for each reporting period.

Step 4: Create Charts for Visual Representation

   - Select the data range for the metrics (both names and values) in Columns A and B.

   - Go to the "Insert" tab and choose the type of chart that best represents your data, such as a bar chart or line chart.

   - Customize the chart as needed, including titles, labels, and colors, to make it visually appealing and informative.

Step 5: Include a Summary Section

   - Below the charts, create a summary section where you can provide insights, recommendations, and next steps.

   - Label a cell as "Summary" (e.g., A20) and add your insights and recommendations in adjacent cells.

Step 6: Add a Table for Detailed Data

   - Below the summary section, create a table to present detailed data, such as keyword performance or backlink information.

   - Label the columns appropriately and enter the data.

   - Format the table as a "Table" in Excel to enable sorting and filtering.

Step 7: Customize Visual Elements

   - Customize the Excel template with your brand colors, fonts, and logos in the header section to maintain a professional look.

   - Apply conditional formatting to highlight positive or negative changes in metrics.

Step 8: Save as a Template

   - Save the Excel file as an SEO report template. You can use this template for future SEO reports by making a copy and updating the metrics and data.

Step 9: Test and Review

   - Before using the template for client reports, test it with sample data to ensure it looks correct and all formulas (if any) are working as intended.

   - Review the template for accuracy and completeness to ensure it covers all necessary SEO metrics and information.

Step 10: Use the Template for Reporting

   - For each reporting period, open the template, update the metrics and data, and save it as a new report for your clients.

By following these detailed steps, you can create a comprehensive SEO report template in Microsoft Excel that is not only informative but also visually appealing and customized to your branding and reporting needs.

Our latest articles

Top 10 AI Digital Marketing Tools 2024

These tools can significantly improve efficiency, targeting, and personalization, thereby helping businesses to reach their marketing goals

Why Go HubSpot: 8 Reasons Why

Founded in 2006, HubSpot has evolved from a simple inbound marketing tool to a comprehensive customer relationship management (CRM) platform

The Best B2B HubSpot Agencies in 2024

These agencies excel in implementing inbound marketing strategies, automation, and customized solutions and more.

Subscribe to our monthly newsletter for more B2B Hacks.

Success! Thank you for subscribing.
Oops! Something went wrong while submitting the form.

Find an Expert

Find a B2B SaaS marketing expert or agency to help grow your business.

Find an Expert