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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.
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.
Optimize your strategy with the SEO Keyword ranking tracker report template. Measure key metrics like conversion rates, ROI, and click-through rates. Analyze organic and paid keyword rankings, demographic insights, and online behavior. Segment data by timeframes. Perfect for marketing teams aiming to consolidate performance insights and achieve specific goals.
Get the actual Twitter Ads template used by Porter to monitor PPC performance.
Get the actual Instagram Insights competitors template used by Porter to monitor Social Media performance.
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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 strategy with the Instagram Insights competitors report template. Analyze CTR, conversion rate, CPA, likes, and engagement. Segment by audience, goals, and duration. Leverage social media and Instagram public data for actionable insights. Perfect for marketing teams to track performance across demographics and timeframes.
Optimize your strategy with the Lead generation report template. Track conversion rates, cost per conversion, and ROI. Analyze B2B, CRM, Email Marketing, and Facebook Ads data. Segment by audience, demographics, and behavior. Measure SQLs, sales cycle length, and CRM contact performance. Ideal for marketing teams seeking actionable insights.
Optimize B2B sales with the ActiveCampaign Sales pipeline report template. Track metrics like conversion rates, sales velocity, and average deal size. Analyze CRM data for audience insights. Align campaign goals and messaging strategy. Ideal for sales teams to boost CRM contact conversion and lifetime value.
Track key metrics with this CPA report template. Measure CPA, conversion rate, and CLV across Facebook Ads, TikTok Ads, and Google Ads. Analyze performance by demographic, geographic, and psychographic dimensions. Segment data by timeframes to gain actionable insights and optimize your marketing strategy effectively.
Optimize your marketing strategy with this Dropshipping report template. Measure conversion rates, average order value, and customer lifetime value. Segment by demographics, interests, and time. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Perfect for tracking key metrics and enhancing performance in the competitive e-commerce landscape.
Track key metrics with the CMO report template. Measure conversion rates, ROI, and CTR from Facebook Ads, Google Ads, and Paid Media. Analyze demographics, psychographics, and buyer behavior using Google Analytics 4. Ideal for marketing teams to consolidate data and assess performance efficiently.
Track key metrics like conversion rate, CPA, and ROAS with the Facebook Ads E-commerce report template. Analyze audience targeting, ad creative, and budget allocation. Integrate data from Google Analytics 4, Shopify, and Google Ads. Ideal for marketing teams to measure performance and refine strategies by demographic, geographic, and psychographic dimensions.
Get the actual Twitter Ads template used by Porter to monitor PPC performance.
Get the actual Instagram Insights template used by Porter to monitor Social Media performance.
Get the actual E-commerce template used by Porter to monitor E-commerce 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:
