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Free Email Reporting Template (Campaigns & Flows)
CRM Email Report
Email Report Template for Campaigns
Email Template for Email Flows Reporting

Free

CRM Email Report

This Email Reporting Template is a powerful, user-friendly tool built in Google Sheets to help ecommerce teams and marketers track, analyse and optimise their email performance.

Whether you're monitoring automated flows or regular campaigns, this template offers clear visual insights, auto-calculated summaries, and structured weekly tracking – all in one place.

It’s perfect for staying organised, spotting trends, and improving email results over time.

Key Features
  • All-in-One Reporting
    Track both automated email flows and marketing campaigns in one place
  • Snapshot Dashboard
    Instantly see top-line stats for flows without needing to edit formulas
  • Weekly Tracking
    Monitor performance weekly across up to 8 email flows - perfect for spotting trends
  • Auto-Calculated Metrics
    Conversion rates, unsubscribe rates and AOV are automatically calculated, reducing manual work
  • Highlight Top Performers
    Campaigns sheet helps surface your most successful emails to inform future strategy
  • Easy to Use
    Built in Google Sheets - no need for specialist tools or software
How It Works

Flows Snapshot Tab

  • This tab is fully automated - no editing required
  • It pulls data from the Flows Sheet to provide a high-level view of performance by flow

Flows Sheet

  • Select the Year in Cell A1 - dates update automatically
  • Add Your Flows to Row 2 - track up to 8 flows
  • Input Weekly Data - add metrics each week to monitor trends
  • Totals & Conversion Rates are calculated automatically
  • ⚠️ Note: Conversion Rate columns are locked to protect formulas

Campaigns Sheet

  • Input each campaign’s Date, Name, Segment/List, and Performance Stats
  • Key metrics like Unsubscribe Rate, AOV, and Conversion Rate are auto-calculated
  • High-performing campaigns are visually highlighted to help you refine your strategy
  • ⚠️ Note: Calculated columns are locked to preserve formula integrity
What's Included?
  • 1 x Google Sheets Template with three ready-to-use tabs:
    Flows Snapshot - auto-generated overview of all flows
    Flows Sheet - weekly tracking for up to 8 automated email flows
    Campaigns Sheet - log and analyse every marketing email campaign
  • Dropdown Year Selector in the Flows Sheet for automatic date generation
  • Auto-Calculated Metrics for conversion rate, unsubscribe rate, AOV and totals
  • Built-In Formatting to highlight top-performing campaigns
  • Warnings to Protect Formulas in calculated fields
  • Simple Instructions built into the sheet for quick setup and ease of use
Installation
  1. Make a Copy to save the template to your Google Drive
  2. Start entering your flows and campaign data - setup is quick and easy
  3. Share with your team or use it solo to track performance with clarity
Need help?

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Customer Reviews

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S
Sean Griffin
Perfect for Weekly reporting!

Lee built this report for weekly campaign and flow reporting in Klaviyo for a shared client. It's very straightforward to populate and takes just 10 mins max each week to update. It gives a great overview of how the email channel is performing and highlights any areas of concern.

Why you should invest in your ecommerce strategy

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It’s estimated that by the year 2040, 95% of purchases will be through eCommerce

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Customers rate us 5.0/5 based on 15 reviews.

Let customers speak for us

from 15 reviews

Lee has been an instant success as a Senior Ecommerce Specialist in our team. He has excellent Shopify Plus knowledge from theme development to advanced flows, has excelled in conversion rate optimisation for clients and has a very good understanding of analytics, creating reports and actioning based on their outcomes. He has a can-do attitude and very organised, often executing with minimal fuss. He has been highly effective and of course would recommend!

Sam Musk | Musk Digital
LR Digital

Lee has been great to work with. He takes a calm, practical approach to solving technical problems and communicates clearly throughout. Reliable and easy to collaborate with.

Imogen Brady | Bay's Kitchen
LR Digital

Lee has been an invaluable member of the Angel & Rocket E-commerce team for several years. His Shopify expertise is exceptional, and I highly recommend him.

Lewis Bostock | Angel & Rocket
LR Digital
A fantastic tool - clear insight to store performance!

The SEO report is an invaluable tool for our childrenswear business. It’s so useful to have all information in one place, its easy to use and filter for the insight you need.

As a small team it saves us so much time and helps us to better understand our customer journey.

The report helps us to identify strengths as well as areas for improvement on the site so that we can focus on the opportunity.

I would thoroughly recommend this if you want a clear insight to how your store is performing and what you can do to make a difference.

Jo
Shopify SEO & Site Performance Report
Perfect for multi-channel marketing planning

This is an invaluable planner for multi-channel marketing and the most user-friendly one I've used.

It also has the benefit of being able to see what we did previously so we can plan going forwards.

A no-brainer for any marketing team!

Sean
Marketing Calendar
Perfect for Weekly reporting!

Lee built this report for weekly campaign and flow reporting in Klaviyo for a shared client. It's very straightforward to populate and takes just 10 mins max each week to update. It gives a great overview of how the email channel is performing and highlights any areas of concern.

Sean Griffin
Email Report

Lee is fantastic to work with, highly commercial, technically astute, and an excellent problem solver - his work on reporting and automation, particularly Tag & Track, is absolutely first rate and I cannot recommend him highly enough. Such a great addition to any team.

Richard Bell
LR Digital

I worked with Lee and really appreciated his calm and practical approach. He’s knowledgeable, easy to work with, and a genuinely decent person.

Helen Kelly
LR Digital

Having worked with Lee for many years, I would highly recommend him for any e-commerce project. He is extremely knowledgeable when it comes to Shopify and has the BEST reports, breaking everything down so it’s understandable and automated. No task is ever too small or too big, plus he’ll always find a solution for anything that poses a challenge. Not only is he a great guy and a delight to work with, but he is also patient, professional, and full of ideas. I’ve learnt so much from Lee and couldn’t recommend him more!

Paige Harrison
LR Digital
A Must-Have for Any Marketing Team

This marketing calendar is a total lifesaver for teams of all sizes – especially when you're working across multiple departments. It makes collaboration so much smoother – everyone knows what’s happening, when it’s happening, and who’s responsible.

It’s really intuitive to use (even for non-marketers) and has a clean, professional look that makes planning feel less chaotic and a lot more strategic.

It’s amazing that something this useful is being given away for free - thank you Lee!

Sophie
Marketing Calendar
A Game-Changer for SEO & Site Performance!

This dashboard is an amazing overview tool I use with all my clients. You can use the dropdowns to drill into the data in any way you like, making it especially useful for comparing brand vs non-brand performance.

Having all the key metrics in one place means there’s no need to jump between GA4 and Search Console – it’s all right here, cleanly laid out in a professional-looking dashboard. The Keyword Opportunities feature is another standout – super handy for spotting what to focus on next.

I’d recommend this to anyone who wants a clear, instant understanding of how their store is performing. Whether you're a store owner or working with clients, this makes the job 10x easier.

Sophie
Shopify SEO & Site Performance Report

The LR Digital Marketing Calendar has truly helped make understanding and planning next steps so much easier, especially when juggling multiple projects and campaigns.

It’s especially ideal for teams where different people are working on various aspects of the brand — the calendar helps everyone understand how their work connects to the bigger picture. I’ll definitely continue to use it going forward.

Amber
Marketing Calendar

We recently worked with Lee on a time sensitive project shifting a website from web flow to Shopify. Not only did Lee nail the brief, he did it within our really tight turnaround and the final product was exactly what we were looking for! Thank you Lee!

Abbie | LaLa Communications
LR Digital

We absolutely love working with Lee. He has been instrumental in helping to improve the customer experience on our websites. His knowledge and attention to detail are amazing and he is a pleasure to work with, with excellent communication. Highly recommend his services!

Charlotte | Podium Pet Products
LR Digital

Lee is a pleasure to work with and takes the stress out of the running of my website. He has really focused on the data to drive great results with my website sales and I would 100% recommend him to anyone struggling with time or wants to take their organic sales to the next level.

Lisa | Harrison Cropper
LR Digital
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