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Best Weekly report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Weekly report templates. Used and made by +10,000 marketers in over 60 countries.
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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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Youtube Report template for Marketing teams and agencies

Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.

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branding

SEO Report template for Marketing teams and agencies

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.

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Base

Local SEO Report template for Marketing teams and agencies

Optimize your local SEO strategy with this Local SEO report template. Track CTR, conversion rate, and cost per conversion. Analyze keyword ranking, organic traffic, and local pack visibility. Segment data by demographics, location, and behavior over time. Perfect for marketing teams aiming to achieve specific goals and improve performance.

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Content performance

Peso model Report template for Marketing teams and agencies

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.

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DTC Report template for Marketing teams and agencies

Optimize your strategy with this DTC report template. Track revenue, conversion rates, and cost per acquisition. Blend data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by demographics, behavior, and time. Perfect for marketing teams to measure key metrics and enhance E-commerce performance.

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Amazon Seller Central

Dropshipping Report template for Marketing teams and agencies

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.

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B2B

Demand generation Report template for Marketing teams and agencies

Optimize B2B demand generation with this report template. Track conversion rates, cost per conversion, and click-through rates. Analyze social media shares and impressions. Integrate data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and time for strategic insights. Ideal for marketing teams focused on performance.

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A/B testing Report template for Marketing teams and agencies

Optimize your campaigns with this A/B testing report template. Measure conversion rates, ROI, and click-through rates. Analyze target audience, demographics, and campaign messages. Consolidate data from Email Marketing and Copy for actionable insights. Ideal for marketing teams to track performance and refine strategies.

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Dropshipping Report template for Marketing teams and agencies

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.

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Shopify Store performance Report template for Marketing teams and agencies

Measure key metrics with the Store performance report template. Analyze total revenue, conversion rates, and traffic sources. Segment by audience, marketing channels, and campaign objectives. Consolidate data from E-commerce, Google Analytics 4, Shopify, Google Ads, Facebook Ads, and SEO. Perfect for marketing teams to track performance and optimize strategies.

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DTC Report template for Marketing teams and agencies

Optimize your strategy with this DTC report template. Track revenue, conversion rates, and cost per acquisition. Blend data from E-commerce, Google Analytics 4, Shopify, Google Ads, and Facebook Ads. Segment by demographics, behavior, and time. Perfect for marketing teams to measure key metrics and enhance E-commerce performance.

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Frequency Report template for Marketing teams and agencies

Frequency report template consolidates metrics like conversion rate, ROI, and CTR from Facebook Ads, TikTok Ads, and Google Ads. Analyze audience targeting and campaign duration. Track performance by time period. Designed for marketing teams to measure PPC strategies and optimize paid media efforts efficiently.

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Local SEO Report template for Marketing teams and agencies

Optimize your local SEO strategy with this Local SEO report template. Track CTR, conversion rate, and cost per conversion. Analyze keyword ranking, organic traffic, and local pack visibility. Segment data by demographics, location, and behavior over time. Perfect for marketing teams aiming to achieve specific goals and improve performance.

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Acquisition Report template for Marketing teams and agencies

This Acquisition report template helps marketing teams track key metrics like conversion rate, ROI, and CTR. Analyze dimensions such as target audience and campaign goals. Integrate data from Google Analytics 4, Copy, and PPC. Ideal for measuring performance and refining strategies to meet specific objectives.

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Social Media Report template for Marketing teams and agencies

Optimize your strategy with this Social Media report template. Analyze conversion rates, ROAS, and engagement metrics from Instagram Insights and LinkedIn Pages. Track key metrics like likes, comments, and shares. Segment by audience, age, and location. Perfect for marketing teams to measure performance and achieve specific goals.

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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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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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What is a weekly report?

A weekly report is a document that consolidates data from multiple sources (e.g., project management tools, CRM systems, financial software) to track and display key performance indicators (KPIs) (e.g., task completion rate, sales growth, budget variance), enabling teams and organizations to monitor weekly performance and create presentations for stakeholders and executives. 

Weekly 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 weekly report?

An actionable weekly report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive weekly reports

Executive reports for CEOs, CFOs, and stakeholders show the organization's bottom-line impact. Reviewed weekly, they include:

  • Financial performance analysis: revenue, expenses, and profit margins.
  • Operational efficiency analysis: productivity metrics, resource utilization.
  • Customer satisfaction analysis: feedback scores, retention rates.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Manager weekly reports

Manager reports have cross-departmental views with drill-downs to see performance by team, project, region, and objective. They help align teams, define tactics, and include:

  • Project tracking: overall progress, milestones, and deadlines.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Resource allocation for optimizing team efforts.
  • Employee performance and engagement metrics.

Operational Weekly Reports

Operational reports for analysts and team leads have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • Task management: completion rates, overdue tasks, bottlenecks.
  • Sales: lead conversion rates, sales pipeline status.
  • Customer support: ticket resolution times, satisfaction scores.
  • Inventory: stock levels, turnover rates, order fulfillment.

Operational weekly 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 weekly report?

To build a weekly 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 project management tools for task tracking, CRM systems for sales data, financial software for budget tracking, and customer feedback platforms for satisfaction scores.

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 weekly report templates in Google Sheets or Looker Studio, designed for use cases like project tracking, sales monitoring, budget analysis, and team performance. 

Learn to copy Looker Studio templates. 

While templates are the starting point. Make them specific for your business or organization. Map your specific metrics, especially custom KPIs, CRM contact 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 weekly reporting use cases, such as project tracking, sales monitoring, budget analysis, and team performance. 

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., Task completion rate, sales growth, budget variance, etc.). 
  3. Choose breakdowns to segment your data (e.g., by date, project name, team member, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your weekly reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your weekly reports:

Share

Share your weekly reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a weekly report?

Weekly reports should include a mix of operational, financial, customer, and team performance metrics and KPIs to fully understand the performance of the organization towards business goals. They include:

Operational KPIs measure the efficiency and effectiveness of processes: 

  • Task metrics: completion rate, overdue tasks, bottlenecks
  • Sales metrics: lead conversion rates, sales growth, pipeline status
  • Customer metrics: satisfaction scores, retention rates, feedback

Financial KPIs compare your financial outputs to the cost, including:

  • Revenue: total sales, growth rate
  • Expenses: budget variance, cost control
  • Profitability: profit margins, ROI 

Team performance KPIs compare the input with the output from one stage to another

  • Productivity: tasks completed per team member
  • Engagement: employee satisfaction, turnover rates
  • Collaboration: cross-departmental projects, communication effectiveness

To analyze these weekly KPIs, segment them by:

  • Department: sales, marketing, operations, finance
  • Time: Hourly, daily, weekly, monthly
  • Project: milestones, objectives
  • Business: branch, region
  • Team: members, roles, responsibilities
  • Customer: feedback, demographics, behavior

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