Optimize your strategy with this Social Media report template. Analyze conversion rates, ROAS, and engagement metrics from Instagram Insights and LinkedIn Pages. Track key metrics like likes, comments, and shares. Segment by audience, age, and location. Perfect for marketing teams to measure performance and achieve specific goals.
Track and analyze key metrics with the Facebook Ads + Google Ads report template. Measure conversion rates, ROI, and CTR. Segment by audience, objectives, and time. Ideal for marketing teams to consolidate insights and optimize paid media strategies. Understand demographics and consumer behavior for actionable performance insights.
Track and analyze key metrics with this Sales Funnel report template. Measure conversion rates, retention, and CTR. Segment data by source, campaign, and audience. Integrate CRM and Hubspot for actionable insights. Ideal for marketing teams to refine strategies and monitor performance across various dimensions and timeframes. Perfect for optimizing your sales funnel.
Analyze key metrics with the AOV report template. Measure conversion rates, average order value, and CPC. Integrate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, campaign, and time. Perfect for marketing teams to track performance and refine strategies.
Optimize your local SEO strategy with this Local SEO report template. Track CTR, conversion rate, and cost per conversion. Analyze keyword ranking, organic traffic, and local pack visibility. Segment data by demographics, location, and behavior over time. Perfect for marketing teams aiming to achieve specific goals and improve performance.
Traffic report template integrates key metrics such as conversion rate, CTR, and social media reach. Analyze demographics, psychographics, and geographics using Google Analytics 4. Track performance across various timeframes. Designed for marketing teams to measure KPIs and optimize strategy effectively.
Optimize your marketing strategy with this Web analytics report template. Track conversion rates, ROI, and audience size using Google Analytics 4. Analyze key metrics by campaign, demographics, or time. Perfect for marketing teams to consolidate data and enhance performance. Monitor sessions, impressions, and reach for actionable insights.
Get the actual Shopify template used by Porter to monitor E-commerce performance.
Get the actual Instagram Insights template used by Porter to monitor Social Media performance.
Analyze key metrics with the Facebook Ads monthly report template. Track conversion rates, cost per conversion, and engagement. Segment by age, gender, location, and time. Perfect for PPC specialists to monitor campaign performance and align with marketing goals. Consolidate data for actionable insights and strategy refinement.
Track key metrics like conversion rate, cost per conversion, and engagement with the Agency Client monitoring report template. Analyze performance by campaign, audience demographics, and ad placement. Perfect for marketing teams to measure PPC and social media strategies, offering specific insights for client presentations.
Analyze key metrics such as CTR, conversion rate, and engagement with the Social Media competitors report template. Utilize data from Social Media and Instagram Public Data. Segment by audience demographics, content strategy, and timeframes. Perfect for marketing teams to assess performance and optimize strategies.
Optimize your strategy with the Multi-channel Marketing performance report template. Track CTR, ROI, and engagement metrics from SEO, Google Analytics 4, Facebook Ads, Instagram Insights, and more. Analyze channel performance and customer engagement by demographics and timeframes. Perfect for marketing teams to measure and improve performance across diverse platforms.
Track metrics like cost per conversion, ROAS, and CTR with the Paid media E-commerce report template. Analyze data from Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by audience, ad placement, and time. Perfect for marketing teams to measure performance and refine strategies.
Analyze key metrics such as conversion rate, CPA, and CLTV with this LTV report template. Ideal for e-commerce and Shopify, it helps marketing teams track customer segmentation and channel attribution. Gain insights by age, location, and income to refine your strategy and boost sales performance.
Track key metrics with this Marketing operations report template. Measure conversion rates, ROI, and CTR. Analyze demographics and behavior over time. Integrate data from Google Analytics 4 and Copy. Ideal for marketing teams to assess performance and refine strategies effectively.
Track key metrics like CTR, conversion rate, and ROAS with the Creator marketing report template. Analyze audience breakdowns by demographics, psychographics, and behavior. Measure engagement through likes, shares, and comments. Utilize data from Social Media, Instagram Insights, and LinkedIn Pages. Optimize strategy with actionable insights segmented by time periods. Ideal for marketing teams.
Optimize your PPC strategy with this Google Ads report template. Track key metrics like conversion rate, ROI, and CTR. Analyze performance by campaign type, goal, and status. Segment data by age, gender, and location. Ideal for marketing teams to measure and refine paid media campaigns effectively.
Get the actual PPC template used by Porter to monitor PPC performance.
Get the actual Google Search Console template used by Porter to monitor SEO performance.
Track essential metrics like purchase and engagement rates with the Google Analytics 4 E-commerce report template. Analyze dimensions such as campaign source and user type. Measure performance across various time frames. Perfect for marketing teams to consolidate data and optimize strategies.
A quarterly report is a document that consolidates data from multiple sources (e.g., financial systems, CRM, project management tools) to track and display key performance indicators (KPIs) (e.g., revenue growth, customer retention, project milestones), enabling teams and executives to monitor quarterly performance and create presentations for stakeholders.
Quarterly reports are typically created using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.
An actionable quarterly report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CFOs, CEOs, and board members show the organization's bottom-line impact. Reviewed quarterly, they include:
Manager reports have cross-departmental views with drill-downs to see performance by team, project, region, and quarter. They help align teams, define strategies, and include:
Operational reports for analysts and team leads have granular, customizable KPIs to solve technical issues. Monitored quarterly, they cover:
Operational quarterly reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.
To build a quarterly report, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the report, design and share via link, PDF or email.
Here’s the breakdown:
Define and connect the data sources to bring to your report. Common sources are financial systems for revenue and cost data, CRM for customer metrics, and project management tools for project data.
To connect your data sources, go to portermetrics.com, choose the data sources to bring to your report.
You can follow these tutorials on connecting your data:
Choose from dozens of quarterly report templates in Google Sheets or Looker Studio, designed for use cases like financial tracking, project management, and customer analysis.
Learn to copy Looker Studio templates.
While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom financial metrics, CRM data, project milestones, and all the fields and metrics that you define as "key performance indicators" and "objectives".
Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your quarterly reporting use cases, such as financial tracking, project management, and customer analysis.
Once your report template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps:
You can follow these tutorials on adding data to your reports
To make your quarterly reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your quarterly reports:
Share your quarterly reports via links, PDF, schedule emails, and control permissions.
Quarterly reports should include a mix of financial, operational, customer, and project metrics and KPIs to fully understand the performance of the organization towards business goals. They include:
Financial KPIs measure the financial health and performance of the organization:
Operational KPIs assess the efficiency and effectiveness of business processes:
Customer KPIs evaluate customer satisfaction and retention:
To analyze these quarterly KPIs, segment them by:
