Free Email Reporting Template (Campaigns & Flows)

Email Template for Email Flows Reporting

Free

CRM Email Report

Name: CRM Email Report
Brand: LR Digital
SKU: template-email-report
Availability: InStock

Product variants

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

Make a Copy to save the template to your Google Drive
Start entering your flows and campaign data - setup is quick and easy
Share with your team or use it solo to track performance with clarity

Need help?

Let customers speak for us

from 20 reviews

Would thoroughly recommend to anyone looking to make the jump to Shopify

Donny Carstairs | Selbrae House

LR Digital

08/20/2025

We cannot recommend Lee highly enough! He has completely transformed our website and made the move from Magento to Shopify seamless. From the very start, Lee developed a clear and streamlined approach that made the whole process stress-free and straightforward.

He’s extremely organised, has a fantastic “can-do” attitude, and always comes up with smart solutions to any challenge. Lee created a beautifully on-brand, easy-to-navigate website that flows effortlessly – exactly what we were looking for.

The project was delivered on time and to the highest standard. Working with Lee has been an absolute pleasure, and we’re so grateful for everything he’s done. We’re looking forward to continuing to work with him in the future.

Maria Cox

Leigh

Lee has been fantastic to work with - he’s implemented some great improvements to our site and provided valuable recommendations. Professional, proactive, and genuinely helpful. I’ll definitely be working with him again soon.

Jake D

08/15/2025

Very handy calendar making sure everyone in the team is on the same page regarding marketing activity across different channels and knowing what promotions / offers will be running ahead of time so material and campaigns can be prepared without the stress of leaving it until last minute.

Chris

Digital Marketing Calendar

08/13/2025

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

07/18/2025

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

07/13/2025

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

07/10/2025

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.

Shopify SEO & Site Performance Report

07/09/2025

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

07/07/2025

Sean Griffin

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

07/06/2025

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

07/04/2025

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

07/03/2025

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

06/30/2025

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CRM Email Report

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