Best Quarterly report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Quarterly report templates. Used and made by +10,000 marketers in over 60 countries.

Social Media report template for marketing teams and agencies

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.

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Sales Funnel report template for marketing teams and agencies

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.

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AOV report template for marketing teams and agencies

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.

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Local SEO report template for marketing teams and agencies

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.

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Traffic report template for marketing teams and agencies

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.

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Web analytics report template for marketing teams and agencies

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.

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LTV report template for marketing teams and agencies

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.

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Creator marketing report template for marketing teams and agencies

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.

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What is a quarterly report?

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.

What to include in a quarterly report?

An actionable quarterly report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive quarterly reports

Executive reports for CFOs, CEOs, and board members show the organization's bottom-line impact. Reviewed quarterly, they include:

  • Financial performance analysis: revenue, profit margins, and cost analysis.
  • Customer metrics: retention rates, customer satisfaction scores, and lifetime value.
  • Project progress: milestones achieved, budget adherence, and resource allocation.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Managerial quarterly reports

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:

  • Cross-departmental reporting: overall performance, project status, and resource utilization.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Competitive analysis for market positioning and strategy mapping.
  • Topic, trend, and market research

Operational Quarterly Reports

Operational reports for analysts and team leads have granular, customizable KPIs to solve technical issues. Monitored quarterly, they cover:

  • Financial metrics: budget pacing, expenditure tracking, cost efficiency.
  • Project metrics: task completion rates, timeline adherence, resource allocation.
  • Customer metrics: feedback, engagement, and satisfaction rates.
  • Operational metrics: process efficiency, error rates, and productivity.

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.



How to build a quarterly report?

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: 

Connect data sources

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 a template

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. 

Select metrics, dimensions, and charts

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: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g. Revenue, expenses, customer retention, project milestones, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, department, project, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Share your quarterly reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a quarterly report?

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: 

  • Revenue metrics: total revenue, revenue growth, average revenue per user
  • Cost metrics: operational costs, cost of goods sold, overhead expenses
  • Profitability metrics: gross profit, net profit, profit margins

Operational KPIs assess the efficiency and effectiveness of business processes:

  • Process efficiency: cycle time, error rates
  • Resource utilization: capacity utilization, resource allocation
  • Project metrics: on-time delivery, project completion rates

Customer KPIs evaluate customer satisfaction and retention:

  • Customer satisfaction: NPS, customer feedback scores
  • Retention: customer retention rate, churn rate
  • Engagement: customer engagement scores, interaction frequency

To analyze these quarterly KPIs, segment them by:

  • Department: finance, operations, sales
  • Time: quarterly, yearly
  • Project: milestones, objectives
  • Region: branch, location
  • Customer: demographics, behavior
  • Product: category, lifecycle stage