Customizing SEO Report Templates for Clients

Published January 25, 2016
Ah, the search engine optimization (SEO) report!
It’s one often feared by both marketers and clients alike. Marketers struggle to pull together a report that helps clients understand the impact organic search is having on their site, in a way the clients will understand. Clients, on the other hand, can have trouble tying organic results to business goals or deciphering what all those charts even mean.
When showing search engine optimization results for clients, you want to present information in a clear, concise format that balances showing detail with highlighting the metrics that matter most to the clients’ business.
Thankfully, Megalytic allows you to create powerful, easily-editable SEO report templates to show the most relevant analytics information to your clients.
Let’s look at three Megalytic widgets that can help you do that and which should be included in your SEO reports.


SEO Report Template Blog Image


Highlight Organic KPIs

Breaking down data by page should be part of any monthly SEO analysis; however, it’s also easy for clients to get lost in complex tables and charts, especially if they’re still struggling to grasp what SEO means to their business in the first place. Sure, the marketing team may care about the nitty-gritty details, but the busy CEO will be most interested in information he or she can absorb at a glance.

Megalytic’s KPI widget helps marketers by allowing you to pick the metrics that matter most to show to your client and compare that data to previous periods (depending on how long you’ve been tracking data). For instance, you may want to show a snapshot of Users, Sessions and Goal Completions right at the top of your report.

You can use a single KPI widget to highlight one specific metric you want to call out. Look for the widget labeled simply as KPI, add it to your report and select your desired Google Analytics view. Next, customize the widget to show data for your desired timeframe: weekly, monthly, quarterly or yearly. Then, select your timeframe from the Period dropdown under the date section of the widget, and use the calendar to choose the specific date range you want.


KPI Widget - Selecting the Time Period


Next, you’ll want to filter the widget to specifically show organic sessions, since we’re highlighting results from SEO. You can do this easily with either a Megalytic filter or a Google Analytics Segment; for this article we’ll use a Segment.

Under the widget options (accessible by selecting the gear icon in the upper left), find the Segment section and click the current All Sessions Segment. In the modal window that pops up, select Organic Traffic. Note that you can use the search bar to quickly find any Segment.


Using the Organic Segment in a Widget


Once you’ve applied the new Segment to the widget, you’ll see the data update to reflect organic traffic only. Further down in the widget, you can choose what type of visitors you’d like to show. For instance, you may want to show only Sessions from new visitors to the site.

Finally, you can choose what date range comparisons to include. If your analytics account just started tracking visitors, perhaps you want to only compare to the previous month, or if you have data from a long enough timeframe, maybe you want to track both the previous month and year.


Customizing Megalytic's KPI Widget


Once you’ve tweaked the widget options, you’ll see the final graph and numbers update to reflect the new settings. You can click the title of the widget to change the text; in this case, we want to label it “Organic Sessions” to reflect the type of traffic shown.


Organic Sessions KPI Widget


You can use multiple KPI widgets to highlight important metrics such as organic Sessions, Users, Average Session Duration and Completions. In addition, you can use the multi-KPI widget to show up to four metrics in a single widget.

Show Organic Pages

Beyond just showing KPIs, you’ll want to delve into more specific details of organic search performance on your site within your SEO report. Showing organic traffic to pages on the site allows your client to assess what content works best to attract visitors to the site.

The Landing Page widget allows us to identify pages that were a user’s first point of contact with the site – the page they “landed” on. Upon adding the widget, we’ll apply an Organic Traffic segment, just as with the KPI widget, to filter specifically to organic search visitors.

We’ll also choose to exclude “not set” pages (where a URL isn’t visible in Google Analytics) by unchecking the Include (not set) box. In addition, we’ll use the Columns dropdown to select our desired metrics. In this case, we select New Users and Avg. Time on Page to show the client new people who have discovered the site from organic search, as well as gauge how well they engaged with each page.


Customizing a Megalytic Landing Page Widget


Once we’ve applied our changes, we’ll see the final widget with our updated metrics. Here, we can show the client the pages that have attracted the most organic traffic (articles on direct traffic and fake referrals), but also point out that the homepage and the article on tracking YouTube videos show higher engagement.


Megalytic Widget Showing Organic Landing Pages


Use Notes widgets in your reports to elaborate on data for your client. You can intersperse as many of these widgets as you’d like throughout the report to call out important information, such as observations about landing page statistics.

Show Organic Conversions

Besides highlighting traffic, you should show leads and sales that came from organic search. These are the metrics that matter most to business owners, who want to correlate SEO with profit. Depending on the industry and the website, a conversion goal in Google Analytics may be a lead form submission, a newsletter signup, a registration for a free demo, or a purchase.

Assuming that you’ve set up goal tracking in Google Analytics, you can then show results from these goals in your client SEO reports. If you’re tracking more than one goal, use the Multiple Goals widget to show organic Completions for each goal on your site.

Upon adding the widget to your report, apply the Organic Traffic segment as before. You can use the Goal dropdown to choose what specific Goals you do or don’t want to include in the widget. You can also use the Columns dropdown to choose what metrics you want to show; in this case, we’ll keep the default Completions and Conversion Rate.


Selecting Goals in a Megalytic Widget


After configuring the widget, you’ll see a breakdown of organic Completions by Goal, along with Conversion Rate for each. Here, we can show that the majority of users are filling out the main contact page form, while location-specific forms are receiving less attention. This may identify an opportunity to make other forms more prominent across the site to increase conversion rate.


Widget Showing Organic Goal Completions



Once you’ve finalized your SEO report, you’ll want to save it as a template to use for future reports. See detailed instructions for creating a template from an existing report. You can now easily reuse this report format for the same client or other clients.

Templating SEO reports allows you to focus on interpreting the data for clients and spend less time manually taking screenshots or exporting spreadsheets of data from Google Analytics. Prove your worth to your client by showing the results of your search engine optimization efforts in a report that’s both informative and easy to read.


When the client first came to you, you talked up the value of Google Analytics. You emphasized the importance of seeing where your traffic was coming from. You went on and on about how Google Analytics can show traffic sources to pinpoint whether people came from search, social media or a specific site referral, and how valuable this data was. You sold them on it, so much so that your client looked forward to receiving that first report, the magical day when they would finally understand where visitors were coming from.
But then the report came, and it looked like this:



It showed that 10% of your client’s traffic came from “(direct)/(none)”. What does this label mean? How do you explain Direct traffic to your client? Better yet, how do you explain “none”?
Let’s take a closer look at understanding Direct traffic in Google Analytics and how we can address it with clients.
Digital marketers spend a lot of time focused on PPC and SEO campaigns in order to drive desirable traffic to a website. The phrases we’re ranking for and bidding on get meticulous attention, so much so that we often forget about some of the other ways that visitors find us.

We put a tremendous amount of the effort we put into reviewing organic search data and PPC campaign performance in analytics. But how closely do we monitor referral reports?

If that’s not a channel you review regularly, you may be missing out on seeing traffic that is coming directly from links you’ve obtained around the web, local business listings, news mentions, and more. Many times, links are only considered as a means to an end, a metric that Google uses in determining how to rank sites in the SERPs (search engine results pages). But the fact is, many of a site’s links may be directly contributing to its traffic.

In this article, we’ll review how to look at referral reports in Google Analytics, and some of the many ways to use that data to better inform your web marketing decisions.


Remember how your mom told you not to stand too close to the television because it might hurt your eyes?

The same rules can apply to data. If you’re too close, you may miss the patterns and trends that are crucial to understanding your website’s performance. You can’t judge a site’s performance looking at data in the bubble of a single day, you must consider any day’s traffic compared to the days before and after.

Google Analytics makes it fairly easy to analyze trends over long periods of time. But it also allows you to stand right in front of that TV, to look at more granular levels of time, right down to the hour.
There’s a better way to get that close to the data, without burning your retinas. We’ll cover how to analyze traffic effectively in today’s post.