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.
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.
Optimize your strategy with this Content marketing report template. Track key metrics like conversion rates, CTR, and website traffic. Analyze demographics, psychographics, and behavior using Google Analytics 4. Ideal for marketing teams to measure performance and achieve objectives across different timeframes.
Analyze key metrics with this Social Media Client presentation report template. Track conversion rates, engagement, and audience insights from Instagram and Facebook. Segment data by campaign, demographics, and time. Perfect for agencies to present actionable insights and performance, aligning with marketing goals and strategies.
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.
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.
Optimize your PPC strategy with this Google Ads report template. Track key metrics like conversion rate, ROI, and CTR. Analyze performance by campaign type, goal, and status. Segment data by age, gender, and location. Ideal for marketing teams to measure and refine paid media campaigns effectively.
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.
Analyze key metrics like conversion rate, CTR, and RPE with this Mailchimp report template. Track open rates, click rates, and engagement trends. Segment by campaign, audience, and content type. Ideal for email marketing teams to consolidate strategy and assess performance over time.
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.
Analyze key metrics such as CTR, conversion rate, and engagement with the Social Media competitors report template. Utilize data from Social Media and Instagram Public Data. Segment by audience demographics, content strategy, and timeframes. Perfect for marketing teams to assess performance and optimize strategies.
Analyze key metrics with this Amazon Seller Central report template. Track GMV, AOV, and CPA. Segment by demographics, ad format, and time. Perfect for e-commerce marketing teams to consolidate data from Amazon Seller Central. Optimize performance and refine strategies for targeted audiences. Measure success across platforms efficiently.
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.
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.
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.
Track and measure key metrics with this Marketing Ad spend report template. Analyze conversion rates, ROI, and CTR across Facebook, TikTok, and Google Ads. Segment by audience, platform, and time. Ideal for PPC specialists to optimize paid media strategies and achieve marketing objectives efficiently.
Optimize your strategy with the Multi-channel Marketing performance report template. Track CTR, ROI, and engagement metrics from SEO, Google Analytics 4, Facebook Ads, Instagram Insights, and more. Analyze channel performance and customer engagement by demographics and timeframes. Perfect for marketing teams to measure and improve performance across diverse platforms.
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.
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.
Engagement rate report template consolidates key metrics like CTR, conversion rate, and CPA from social media, Instagram Insights, and LinkedIn Pages. Analyze by time, channel, and audience demographics. Perfect for marketing teams to track performance and refine strategies.
Analyze key metrics such as conversion rate, CTR, and engagement with this Google Ads Audience report template. Track audience segments and campaign types over various timeframes. Designed for PPC specialists to measure performance and refine strategies using data from Google Ads and Paid Media.
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:
