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.
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.
Measure key metrics such as conversion rate, ROI, and CTR with the Integrated Marketing performance report template. Analyze data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by audience, channel, or time. Perfect for marketing teams to track campaign success and optimize strategies across platforms.
Optimize your strategy with the Social Media Post performance report template. Track key metrics like conversion rate, ROI, and CTR. Segment by audience, platform, or campaign objective. Utilize data from Social Media and Instagram Insights. Ideal for marketing teams to enhance engagement and reach.
Optimize your strategy with this digital marketing report template. Track metrics like conversion rate, CTR, and ROAS. Analyze demographics and behavior across CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by timeframes for actionable insights. Perfect for marketing teams to measure performance and align with objectives.
Optimize your social media and YouTube strategies with this Video marketing report template. Track CTR, conversion rate, ROI, likes, shares, and views. Analyze demographics, psychographics, and geographic data. Gain actionable insights to enhance performance and meet marketing goals. Perfect for marketing teams seeking to unify key metrics and drive success.
Optimize your strategy with the SEO Keyword research report template. Track metrics like conversion rate, cost per acquisition, and organic search traffic. Analyze dimensions such as search volume and keyword difficulty. Segment by demographics and time. Ideal for marketing teams to measure performance and achieve specific goals.
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.
Get the actual Marketing KPIs template used by Porter to monitor Marketing performance.
Get the actual Google Analytics 4 template used by Porter to monitor Marketing performance.
Optimize your LinkedIn Ads strategy with this report template. Track leads, conversions, and CTR. Analyze by campaign, job title, or industry. Ideal for B2B and PPC marketing teams to measure performance and refine goals. Consolidate data across various timeframes for actionable insights.
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.
Analyze key metrics like conversion rate, cost per conversion, and average order value with this Mailchimp report template. Track audience segmentation, email design, and performance metrics. Segment data by timeframes and dimensions. Designed for email marketing teams to unify strategy and measure actionable insights, optimizing Mailchimp campaigns to achieve marketing goals.
Track and measure key metrics with the Cross-channel Marketing performance report template. Analyze conversion rates, cost per conversion, and social media engagement. Utilize data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by audience, channel, and time to optimize your marketing strategy and drive actionable insights.
Analyze key metrics with the Instagram Insights Stories report template. Track conversion rates, CPA, AOV, likes, shares, comments, impressions, reach, and CTR. Segment by audience, media type, and time. Ideal for marketing teams to consolidate strategies and assess performance using Instagram Insights and social media analytics.
Agency report template: Track conversion rates, ROI, and CTR across Google Analytics 4, Facebook Ads, and LinkedIn Ads. Analyze demographics, psychographics, and behavior by time. Ideal for marketing teams to measure performance and refine strategies.
Competitors analysis report template leverages Instagram Public Data to track KPIs like conversion rate, ROI, and social media engagement. Analyze demographics, psychographics, and behavior. Measure performance by timeframes. Essential for marketing teams to refine strategies and meet goals.
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 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.
Get the actual Marketing KPIs template used by Porter to monitor Marketing performance.
Get the actual Facebook Insights competitors template used by Porter to monitor Social Media performance.
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:
