Best Free Quarterly Report Templates for Data Studio (2026)

Free quarterly marketing report templates for Data Studio. Summarize Q1-Q4 performance with professional quarterly business reviews.

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Last updated: April 2026

What is a quarterly report dashboard on Data Studio?

A quarterly report dashboard on Data Studio summarizes your marketing performance over a 3-month period for stakeholder reviews, QBRs, and board presentations. It pulls data from all your channels into a professional quarterly summary.

These free quarterly dashboard templates for Data Studio connect to your data sources and update automatically. Customize any template with your branding, metrics, and filters to create professional quarterly reports in minutes.

Automate your QBRs: Porter Metrics connects your data so quarterly reports build themselves.

Why use this dashboard?

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Quarter-over-quarter

Compare Q1 vs. Q2, this year vs. last year automatically.

summarize

Executive summary

High-level KPIs for stakeholders: revenue, ROI, growth, pipeline.

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Automated delivery

Schedule quarterly reports to arrive at the end of each quarter.

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PDF export

Export professional quarterly reports as PDFs for board meetings.

How to build this dashboard

1

Connect your data

Connect your sources. Tutorial.

2

Choose a template

Browse our gallery. Copy a template.

3

Customize metrics

Use calculated fields for custom KPIs.

Key metrics

Revenue

  • Total revenue — quarterly total
  • QoQ growth — quarter comparison
  • YoY growth — annual comparison
  • Forecast — next quarter

Marketing

  • Total spend — investment
  • ROAS — overall return
  • Leads generated — pipeline input
  • Conversions — goal completions

Channels

  • Top channel — best performer
  • Channel mix — attribution
  • Organic growth — SEO progress
  • Paid efficiency — ad performance

Goals

  • Targets met — completion rate
  • KPI trends — direction
  • Wins — successes
  • Action items — next steps

Quarterly Dashboard Best Practices

Follow these proven practices to get the most from your quarterly dashboard on Data Studio:

  • Focus on actionable metrics — Track leading indicators you can influence (like content published, ad spend, engagement rate) alongside lagging indicators (revenue, conversions) that show results.
  • Segment your data — Break down quarterly metrics by channel, campaign, audience, or time period. Aggregated data hides insights; segmented data reveals opportunities.
  • Set up automated reporting — Schedule weekly or monthly reports to stakeholders. Consistent reporting builds trust and keeps teams aligned on quarterly goals.
  • Compare time periods — Use month-over-month and year-over-year comparisons to account for seasonality and measure real growth in your quarterly performance.
  • Keep it visual — Use charts for trends, scorecards for KPIs, and tables for detailed breakdowns. The right visualization makes complex quarterly data easy to understand.

Build your quarterly report today

Connect your data and generate professional quarterly reviews automatically. Get started for free →

Frequently Asked Questions

What is this dashboard?
A quarterly dashboard tracks your quarterly metrics in a Data Studio report.
Are these free?
Yes, all templates are free with Porter Metrics.
Can I use for clients?
Yes. White-label with your branding. Automate delivery via email or PDF.
What are the most important quarterly metrics to track?
The key quarterly metrics to monitor include visibility metrics (impressions, reach), engagement metrics (clicks, CTR, interactions), and conversion metrics (leads, sales, revenue). Use your Data Studio dashboard to track these across channels and compare performance over time.
How do I automate my quarterly reporting?
Connect your data sources to a Data Studio template from Porter Metrics. The dashboard updates automatically with live data. You can also schedule PDF reports via email on a daily, weekly, or monthly basis, and share live dashboard links with your team or clients.

Start building your dashboard today

Connect your data in minutes. Choose from 17 free templates.

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