Social Media Marketing Power BI Report

Requirement Document for Social Media Marketing Power BI Report

1. Introduction

The Power BI Social Media Marketing Report provides an in-depth analysis of social media performance across various platforms. This report helps marketing teams track key performance indicators (KPIs), understand audience engagement, and optimize content strategies based on data-driven insights.

2. Objective

The primary objective of this dashboard is to enable marketers to:

  • Monitor social media reach, engagement, and conversions.
  • Track the effectiveness of campaigns across different social media platforms.
  • Analyze trending content and audience behavior.
  • Optimize advertising spend based on ROI and performance metrics.
  • Improve influencer and brand engagement strategies.

3. Dashboard Components

3.1 Key Metrics Overview

Displays the overall performance of social media marketing efforts, including:

  • Total Followers (growth trend)
  • Engagement Rate (likes, shares, comments, interactions)
  • Reach & Impressions
  • Click-Through Rate (CTR)
  • Conversion Rate & ROI
  • Best Performing Content

3.2 Social Media Platform Breakdown

Analyzes engagement metrics by platform:

  • Facebook: Page Likes, Post Reach, Engagement Rate, Ad Performance
  • Instagram: Followers, Story Views, Reels Engagement, Hashtag Impact
  • Twitter/X: Retweets, Mentions, Follower Growth, Trending Hashtags
  • LinkedIn: Post Impressions, Clicks, InMail Effectiveness
  • YouTube: Watch Time, Video Shares, Subscriber Growth
  • TikTok: Video Views, Duet Participation, Engagement Rate

3.3 Social Media Trends & Insights

  • Current Social Media Usage Statistics
  • Platform Growth & Engagement Trends
  • User-Generated Content (UGC) Performance
  • Emerging Trends like AR, VR, Ephemeral Content

3.4 Campaign Performance Analysis

  • Ad Spend vs. Revenue Generated
  • Engagement Comparison by Campaign
  • Customer Demographics & Behavioral Insights
  • Influencer Marketing ROI

3.5 Competitive Benchmarking

  • Comparative Analysis with Industry Leaders
  • Competitor Engagement Metrics
  • Hashtag & Keyword Performance Analysis

3.6 Content Strategy Optimization

  • Best Performing Content Types (Videos, Images, Text, Polls, etc.)
  • Optimal Posting Times & Frequency
  • Audience Interaction Patterns & Feedback
  • A/B Testing Insights & Content Adjustments

4. Data Sources & Integration

  • Social Media APIs (Facebook Insights, Twitter Analytics, LinkedIn Analytics, Instagram Insights, YouTube Analytics, TikTok Business Suite)
  • Google Analytics for website tracking
  • Campaign performance data from Ad Platforms
  • CRM and sales data for conversion tracking
  • Influencer Marketing Reports

5. Functional Requirements

5.1 Interactive Features

  • Dynamic filtering for platform-specific analysis
  • Drill-down functionality into campaign & engagement details
  • Custom date range selection for trend analysis

5.2 Data Comparisons & Insights

  • Month-over-Month & Year-over-Year Growth Comparisons
  • Sentiment Analysis for Brand Mentions
  • Correlation Analysis of Ad Spend vs. Engagement

5.3 Export & Sharing

  • Export reports in PDF, Excel, and PowerPoint formats
  • Automated scheduled reports for teams
  • Integration with Power BI Service for cloud-based access

5.4 Security & Access Control

  • Role-based access control (RBAC) for data visibility
  • Privacy compliance features (GDPR, CCPA) for handling user data

6. Project Completion Method

6.1 Data Extraction & Processing (SQL Queries)

  • Extract engagement, follower growth, and ad performance data from APIs
  • Aggregate cross-platform performance metrics
  • Example Query: SELECT Platform, PostType, EngagementRate, Reach, Clicks, Conversions FROM SocialMediaData WHERE Date BETWEEN '2024-01-01' AND '2024-12-31';

6.2 Power Query (ETL Process)

  • Data Cleaning: Handle missing values, remove duplicates.
  • Data Transformation: Standardize engagement metrics across platforms.
  • Automated Refresh: Schedule data updates for real-time analytics.

6.3 DAX Calculations

  • Key Metrics Formulas: Engagement Rate = SUM(Engagements) / SUM(Impressions) ROI = (Total Revenue - Ad Spend) / Ad Spend Follower Growth = (Current Followers - Previous Followers) / Previous Followers

7. Expected Outcomes

  • Enhanced data-driven marketing strategies
  • Improved ad spend efficiency & ROI tracking
  • Better audience engagement through content optimization
  • Competitive advantage through trend forecasting & benchmarking
  • Streamlined reporting with automated data refresh & visualization

8. Conclusion

The Power BI Social Media Marketing Report serves as a comprehensive tool for marketing teams to monitor, analyze, and improve social media performance. The report provides interactive insights into social trends, content effectiveness, and audience engagement, helping businesses make data-backed marketing decisions efficiently.

Sample social media data file for Power BI analysis:

📂 Download Sample Social Media Data

This dataset includes Post ID, Platform, Post Type, Engagement Rate, Reach, Clicks, Conversions, Ad Spend, ROI, and Post Date.