Quarterly Marketing performance report template for marketing teams and agencies

A Quarterly report should include a breakdown of metrics by visibility (e.g., impressions, reach), engagement (e.g., likes, comments), and conversion metrics (e.g., click-through-rate, conversion rate). The data should be segmented by campaign, channel, audience, content, objective, and date. For example, showcasing the number of impressions and reach for each campaign or channel, engagement metrics for specific content or audience segments, and conversion rates achieved on different dates or objectives.

To analyze quarterly data for a report, follow these steps: 1) Choose metrics: Break them down by visibility (e.g., impressions), engagement (e.g., clicks), and conversion (e.g., conversions) metrics. 2) Add context: Compare metrics against costs (e.g., cost per click), date range, goals (e.g., target conversions), rates (e.g., click-through rate), and benchmarks (e.g., industry standards). 3) Segment data: Segment data by campaign (e.g., social media campaign), channel (e.g., Facebook ads vs. Google ads), audience (e.g., age groups), content (e.g., blog posts), objective (e.g., brand awareness), and date (e.g., specific months). Example: In the visibility metrics, analyze impressions for each social media campaign (segmented by audience, content, and objective) and compare them to industry benchmarks.

To build a quarterly marketing dashboard, 1) connect your data and accounts such as Google Analytics, social media platforms, and CRM. 2) Select the metrics to monitor performance, for example, website traffic, conversion rates, and customer engagement. 3) Segment or break down data by campaign, channel, audience, product, customer content, objective, date, such as a specific promotional campaign or a particular product launch. 4) Add filters or buttons to make your report interactive, like a filter for specific date ranges or customer demographics. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A quarterly marketing dashboard is a visual representation of marketing data for a specific quarter, providing insights into performance and helping businesses make informed decisions. It often includes key elements like sales revenue, customer acquisition costs, conversion rates, and other relevant metrics. Tools like Looker Studio are commonly used to create these dashboards, with real-time data monitoring being crucial for timely decision-making. Our YouTube channel, https://www.youtube.com/@porter.metrics, provides tutorials on creating a marketing dashboard using Looker Studio.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.