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Marketing management report template consolidates key metrics such as conversion rate, ROI, and social media growth. Analyze demographic, geographic, and psychographic dimensions. Track website visits, email opens, and search rankings. Designed for marketing teams leveraging Paid Media and Facebook Ads to measure performance and refine strategy effectively.
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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.
Get the actual Agency template used by Porter to monitor Marketing performance.
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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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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.
An annual report is a comprehensive document that consolidates data from multiple sources (e.g., financial systems, HR databases, project management tools) to track and display key performance indicators (KPIs) (e.g., annual revenue, employee turnover, project completion rates), enabling organizations to monitor yearly performance and create presentations for stakeholders and executives.
Annual 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 annual report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive reports for CEOs, CFOs, and board members show the organization's bottom-line impact. Reviewed annually, they include:
Manager reports provide a comprehensive view of departmental performance, helping align teams and define strategies. They include:
Operational reports for analysts and department managers have granular, customizable KPIs to solve technical issues. Monitored monthly or quarterly, they cover:
Operational annual 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 an annual 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, HR databases for employee 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 annual report templates in Google Sheets or Looker Studio, designed for use cases like financial analysis, HR metrics, and project management.
Learn to copy Looker Studio templates.
While templates are the starting point. Make them specific for your organization. Map your specific metrics, especially custom financial metrics, HR data, project milestones, and all the fields and metrics that you define as "key performance indicators" and "strategic goals".
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 annual reporting use cases, such as financial analysis, HR metrics, and project management.
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 annual reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your annual reports:
Share your annual reports via links, PDF, schedule emails, and control permissions.
Annual reports should include a mix of financial, operational, and strategic metrics and KPIs to fully understand the performance of the organization towards its annual goals. They include:
Financial KPIs measure the financial health and performance of the organization:
Operational KPIs measure the efficiency and effectiveness of organizational processes:
Strategic KPIs measure progress towards long-term goals and objectives:
To analyze these annual KPIs, segment them by:
