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.

HubSpot Report template for Marketing teams and agencies

Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.

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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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ActiveCampaign Report template for Marketing teams and agencies

Track and measure key metrics with the ActiveCampaign automation report template. Analyze conversion rates, ROI, and click-through rates across demographics and psychographics. Integrate CRM and email marketing data for actionable insights. Ideal for B2B marketing teams to optimize performance and achieve specific goals.

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E-commerce Report template for Marketing teams and agencies

Optimize your strategy with this E-commerce report template. Track metrics like conversion rate, average order value, and CPA. Analyze dimensions by audience, channel, and time. Integrate data from E-commerce, Paid Media, and SEO. Ideal for marketing teams to measure performance and achieve goals effectively.

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Inbound marketing Report template for Marketing teams and agencies

Optimize your strategy with this Inbound marketing report template. Track KPIs like conversion rates and social media engagement. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and timeframes. Ideal for B2B and e-commerce teams to measure performance and achieve marketing goals.

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Content performance Report template for Marketing teams and agencies

Optimize your social media strategy with the Content performance report template. Track conversion rates, engagement, and audience demographics using data from Google Analytics 4, Instagram Insights, and Facebook Insights. Analyze key metrics by campaign, duration, and time. Perfect for marketing teams to measure performance and achieve objectives efficiently.

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Email marketing Report template for Marketing teams and agencies

Analyze key metrics like conversion and bounce rates with this Email marketing report template. Track campaigns by name, type, and duration. Consolidate data from Mailchimp, Klaviyo, ActiveCampaign, and Hubspot. Segment by demographics and engagement levels. Ideal for marketing teams to measure performance and optimize strategies.

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Google Ads Report template for Marketing teams and agencies

Optimize your PPC strategy with this Google Ads report template. Track conversion rate, cost per conversion, and CTR. Analyze by campaign type, audience, and time. Perfect for marketing teams to measure performance and align with objectives. Consolidate data from Google Ads and Paid Media for actionable insights and enhanced campaign management.

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Instagram Insights Report template for Marketing teams and agencies

Analyze key metrics with the Instagram Insights report template. Measure CTR, conversion rate, ROI, likes, comments, shares, impressions, and reach. Segment by age, gender, location, and time. Ideal for social media marketers to consolidate performance data and refine strategies. Gain actionable insights to optimize engagement and ROI.

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Social Media Engagement Report template for Marketing teams and agencies

Analyze key metrics like CTR, ROI, and conversion rates with the Social Media Engagement report template. Leverage data from Social Media and Instagram Insights to optimize performance. Ideal for marketers to track audience segmentation, channel selection, and message personalization, enhancing strategy across demographics and timeframes. Perfect for understanding engagement trends and improving marketing efforts.

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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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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