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Quarterly marketing dashboard template

Get the actual Quarterly marketing dashboard template used by Porter to monitor your Marketing performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their Marketing performance

Quarterly marketing dashboard template overview

With this Quarterly dashboard example, monitor specific metrics related to performance monitoring such as sales revenue, customer acquisition rate, and average order value. Break down the data by region, product category, or customer segment for deeper insights.

Suggest users share the dashboard via PDF, link, or email to influence teams or clients. They can showcase the increase in customer satisfaction, the impact of marketing campaigns, or the effectiveness of new product launches.

Suggest questions users could answer with this data, such as “Which region had the highest sales growth?” or “How did the average order value change after implementing a new pricing strategy?” Analyze customer churn rate or identify the most profitable customer segment for targeted marketing campaigns.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Conversion metrics

– Conversion rate
– Cost per conversion
– Revenue per conversion

Engagement metrics

– Click-through rate (CTR)
– Conversion rate
– Social media engagement rate

Visibility metrics

– Impressions
– Reach
– Share of voice

Dimensions

Campaign

– Target audience
– Marketing channels
– Campaign goals

Audience

– Age groups
– Geographic location
– Income levels

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

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.

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