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 key metrics like conversion rate, CTR, and impressions with the Google Ads Keyword analysis report template. Analyze performance by campaign type, device, and more. Consolidate data from Google Ads and Keywords. Ideal for PPC specialists to optimize strategy and meet marketing objectives. Segment by time for specific insights.
Analyze key metrics with the Paid media Creative performance report template. Measure CTR, CPA, and conversion rates across Facebook, TikTok, and Google Ads. Segment by audience, message, and channel. Track impressions, reach, and engagement. Ideal for marketing teams to refine PPC strategies and meet specific goals.
Optimize your strategy with this Sales report template. Track metrics like conversion rate, cost per conversion, and CTR. Analyze geographical, time, and demographic breakdowns. Ideal for E-commerce and B2B marketing teams to measure performance and achieve goals effectively.
Optimize B2B Marketing performance with this report template. Track metrics like conversion rate, cost per acquisition, and customer lifetime value. Analyze CRM contacts and segment by industry, company size, and location. Ideal for marketing teams to measure and strategize using B2B, CRM, and Email Marketing data sources.
Get the actual Facebook Ads Attribution on Looker Studio template used by Porter to monitor PPC performance.
Optimize your PPC strategy with the Google Ads Peak hours report template. Track key metrics like conversion rate, CPC, and CTR. Analyze performance by campaign type, device, and time. Measure impressions and audience size during peak hours. Ideal for marketing teams to consolidate insights and achieve specific goals.
Optimize your strategy with the Instagram Insights Hashtags report template. Analyze conversion rates, social media reach, and brand mentions. Segment by audience, channel, and time. Perfect for marketing teams to track key metrics and enhance performance using data from Instagram Insights and social media.
Analyze key metrics such as leads, conversion rates, and engagement with the Peso model report template. Evaluate campaign performance across Facebook Ads, Instagram Insights, and SEO. Segment by audience demographics and timeframes. Perfect for marketing teams to track e-commerce and social media strategies efficiently.
Optimize your SEM strategy with this report template. Analyze cost per conversion, conversion rate, and ROAS. Measure click-through rate, social media engagement, and organic search ranking. Segment by audience, content, platform, and more. Perfect for PPC specialists to track Google Ads and Paid Media performance.
Optimize TikTok Ads performance with this report template. Track CTR, conversion rate, and cost per conversion. Analyze impressions, reach, and engagement. Segment by audience, ad placement, and time. Perfect for PPC specialists aiming to achieve marketing goals and enhance strategy.
Awareness report template consolidates key metrics like CTR, CPA, and conversion rate from Social Media, Instagram Insights, and LinkedIn Pages. Analyze demographics, psychographics, and behavior over time. Perfect for marketing teams to track performance and strategy, providing actionable insights into audience engagement and organic search ranking.
Get the actual Facebook Ads Audience on Looker Studio template used by Porter to monitor PPC performance.
Track key metrics with this Google Ads PMax report template. Measure conversion value, CTR, and impressions. Analyze by campaign type, audience segment, and time period. Consolidate data from Google Ads and Paid Media for actionable insights. Ideal for marketing teams focused on optimizing PPC performance and achieving strategic goals.
Track key metrics with the Instagram Insights KPIs report template. Analyze website clicks, profile visits, and engagement. Segment by campaign, location, and time. Perfect for social media marketers to consolidate data from Instagram Insights, optimizing strategy. Monitor performance across demographics and objectives for actionable insights.
Optimize your PPC strategy with this report template. Track metrics like conversion rate, ROAS, and CTR across Facebook Ads, TikTok Ads, and Google Ads. Analyze by audience, channel, and time. Ideal for marketing teams to measure campaign performance and achieve objectives efficiently.
This SEO report template helps track key metrics like conversion rate, ROI, and CTR. Analyze organic search traffic and keyword rankings. Segment by audience, channel, or time. Integrate data from Google Search Console and content marketing. Ideal for marketing teams to measure performance and achieve specific goals.
Analyze key metrics like CTR, conversion rate, and social actions with this Twitter Ads report template. Track performance by campaign objective, ad format, and audience targeting. Segment data by time, location, gender, and age. Perfect for PPC specialists to consolidate Twitter Ads and Paid Media strategies for actionable insights.
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:
