quarterly marketing report presentation

Free Quarterly Marketing Report Templates

By Joe Weller | November 16, 2023

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We’ve collected the most useful free, customizable quarterly marketing report templates, available with or without sample text. Marketing pros, sales managers, and business development managers can use them to organize and present relevant data. 

On this page, you'll find five dynamic quarterly marketing report templates, including those for a marketing quarterly report , a quarterly marketing review presentation , a digital marketing quarterly report , and a quarterly marketing budget report . You’ll also find details on what to include in a quarterly marketing report and how to write a report .

Excel Marketing Quarterly Report Template 

Download the Sample Quarterly Marketing Report Template for Excel   Download the Blank Quarterly Marketing Report Template for Excel

This customizable, comprehensive marketing quarterly report template, available with or without sample text, is the perfect solution for tracking the metrics of your efforts. The template provides a detailed, visually dynamic analysis of essential metrics such as impressions, acquisitions, cost per acquisition (CPA), clicks, click-through rate (CTR), and overall return on investment (ROI), enabling you to monitor the effectiveness of your marketing strategies and optimize your budget efficiently. By tracking total quarterly spend against the budget, you gain insights into expenditure patterns, helping to identify areas for cost savings or reallocation of resources. 

Try one of these free monthly marketing report templates to streamline tracking and presenting performance data.

PowerPoint Quarterly Marketing Review Presentation Template 

Download the Sample Quarterly Marketing Review Presentation Template for PowerPoint   Download the Blank Quarterly Marketing Review Presentation Template for PowerPoint

Use this quarterly marketing review presentation template with or without sample data to showcase site visits, customer numbers, conversion rates, and more. The template provides a comprehensive view of your marketing performance. The template’s visually rich presentation format also facilitates clear communication of results and trends for quarter-by-quarter initiatives to stakeholders. 

For resources on annual marketing metrics, check out our article on free annual marketing report templates.

Digital Marketing Quarterly Report Template

Download a Sample Digital Marketing Quarterly Report Template for  Excel | Google Sheets

Download a Blank Digital Marketing Quarterly Report Template for  Excel | Google Sheets  

Use this digital marketing quarterly report template with or without sample data to organize and present KPIs. Monitor a variety of metrics across — such as sessions, bounce rate, and goal completions — multiple channels to gain a holistic view of your marketing efforts. Tracking these metrics will make you better equipped to identify trends, make informed adjustments, and allocate resources more effectively. 

Check out this article on digital marketing report templates for more templates and resources.

Quarterly Marketing Budget Report Template

Download a Sample Quarterly Marketing Budget Report Template for  Excel | Google Sheets

Download a Blank Quarterly Marketing Budget Report Template for  Excel | Google Sheets  

Use this quarterly marketing budget template with or without sample copy to plan and track quarter-by-quarter total marketing expenses, percentage of allotted expenses utilized, and quarterly totals. Enter planned and actual expenses into the template to easily identify variances, optimize allocation of resources, and adjust strategies promptly. This approach helps maintain financial control, ensures alignment with organizational goals, and maximizes the return on your marketing investment. 

See this collection of free marketing dashboard templates for more resources.

Basic Quarterly Marketing Report Template

Download a Sample Basic Quarterly Marketing Report Template for  Microsoft Word | Adobe PDF | Google Docs

Download a Blank Basic Quarterly Marketing Report Template for  Microsoft Word | Adobe PDF | Google Docs

This basic quarterly marketing report template, available with or without sample data, addresses all major components crucial for an analysis and report of your marketing efforts. Start by filling in specific data points and insights into the corresponding sections, ensuring each component, from KPIs to market trends, is represented accurately. The template serves as a structured guide (with generous example text, should you choose the sample version) to identify strengths, areas for improvement, and opportunities for growth. 

For related tools and resources, see this collection of email marketing report templates.

What Is a Quarterly Marketing Report? 

A quarterly marketing report is a document that sums up marketing actions and results over a three-month period. It provides insights on marketing campaigns, ROI, and KPIs. The report breaks down the marketing budget, resource allocation, and expenditures. 

A quarterly marketing report typically includes detailed analyses of various marketing channels, audience engagement, lead generation, and conversion rates. The report also examines market trends, competitive landscape, and customer behavior to identify opportunities and threats, and it often features forward-looking recommendations to enhance marketing performance in the subsequent quarters. 

The report helps businesses assess the cost-effectiveness of different campaigns and see what strategies are working. By regularly reviewing and refining strategies based on the insights from these reports, businesses can adapt to changing market conditions, improve customer relationships, and drive sustainable growth.

What to Include in a Quarterly Marketing Report

A quarterly marketing report template should include a summary of objectives and analysis of KPIs, such as lead generation and conversion rates. The template should also evaluate channel performance, incorporate customer feedback and market trends, and conclude with actionable recommendations.

“Often, marketing teams will create quarterly reports that are purely focused on metrics, and not necessarily the context behind the numbers,” says Cari Jaquet​, Chief Marketing Officer at  CoreView, which specializes in Microsoft Office 365 management software. 

Jaquet notes, “For example, if a report shows we increased web traffic by 25 percent, I immediately want to know a few things: Is this good? Were we shooting for a 40 percent increase? Was our traffic down by 20 percent, so this bump just got us back to our normal state? What drove the increase? Are we doing more of that? Baselines or how something is trending over time, benchmarks or our targets. and commentary about how to interpret those important metrics help the people who aren't close to the day-to-day operations understand what they are seeing.”

Include the following elements in your quarterly marketing report: 

• Executive Summary: A brief overview of marketing activities and main achievements for the quarter. 
• Marketing Objectives: An outline of the main marketing goals for the quarter and discuss whether they were met. 
• Key Performance Indicators (KPIs): Present data on lead generation, ROI, conversion rates, customer acquisition costs, and other relevant KPIs. 
• Channel Performance: Analyze the performance of various marketing channels, highlighting what did and didn’t work well. 
• Campaign Analysis: Provide details on individual marketing campaigns, including objectives, results, and lessons learned. 
• Market Trends and Customer Feedback: Discuss any significant market trends, changes in customer behavior, and feedback received during the quarter. 
• Budget Overview: Detail the marketing budget for the quarter, including expenditures and ROI. 
• Challenges and Opportunities: Highlight any challenges faced during the quarter and how they were addressed, along with new opportunities. 
• Recommendations and Action Plan: Conclude with actionable insights and a plan for the upcoming quarter, ensuring alignment with overall business goals.

How to Write a Quarterly Marketing Report 

To write an effective quarterly marketing report, detail your marketing goals and strategies, and analyze the success of each channel and campaign. Summarize your findings and address any challenges. End with actionable steps for future initiatives.

Be sure and include the following sections in your quarterly marketing report: 

• Start with an Executive Summary: Write a concise overview highlighting main accomplishments, challenges, and the overall performance of marketing efforts during the quarter. 
• Outline Marketing Objectives and Strategies: List specific marketing goals set for the quarter and the strategies employed. Be sure to compare actual results against goals and analyze the variance.
• Evaluate KPIs: Include and assess KPIs, such as lead generation, conversion rates, customer engagement, and ROI.  
• Analyze Channel Performance: Break down the success of each marketing channel, identifying areas for improvement. 
• Use a Template: Use an existing template, such as this page’s marketing quarterly report template , to ensure you don’t forget to include a key element. 
• Customize the Chosen Template to Serve Your Purposes: Adapt the template to fit your needs. In addition to updating it to match brand guidelines, you can change the categories you want to include. 
• Review Individual Campaigns: In the allotted area, explain the objectives, strategies, results, and lessons learned from each marketing campaign conducted during the quarter.  
• Examine Market Trends and Customer Feedback: Study external factors influencing marketing performance and gain insights into customer behavior and preferences.  
• Outline Budget Overview: Review the allocation of the marketing budget, and determine if it’s being used effectively.  
• Discuss Challenges and Opportunities: Address any challenges, their impact, and the steps taken to overcome them. Identify opportunities for future marketing initiatives.  
• Formulate Recommendations and Action Plan: Use what you’ve learned over the quarter to develop specific strategies and initiatives that are aligned with company goals for the upcoming one. “Markets change, customer needs shift, and internal requirements morph constantly,” explains Jaquet. “As part of the recommendations and action plan, I would evaluate programs with a ‘start, stop, continue’ mindset. What are we going to do more of? What are we killing because it's not working? What new things can we do now that we have freed up some capacity? This ensures you don't get stuck in maintenance marketing and gives you the freedom to evolve to address everything else around you.”
• Conclude the Report: Summarize the key findings and the proposed way forward. Be concise and clear when presenting the actionable insights for stakeholders.

Easily Create and Share Quarterly Marketing Reports with Smartsheet

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

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What to Include in Your Quarterly Marketing Report

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A digital marketing report serves as the compass guiding your marketing ship through the digital seas.

In the upcoming discussion, we'll explore the world of digital marketing reporting, uncovering its critical role and unveiling the valuable insights it provides. Join us as we navigate the ins and outs of a digital marketing performance report, helping you chart a course toward enhanced understanding and strategic victory.

Understanding the Importance of Digital Marketing Reporting

A digital marketing report provides a synopsis of your current marketing activities and the results these activities have produced to date.

Preparing a quarterly marketing report allows marketers and other key decision-makers to get a top-down view of a brand's overall performance or the effectiveness of a specific marketing strategy and determine if any major or minor changes should be made.

Within these insightful marketing reports, you'll find a wealth of easily quantifiable data points, including:

• Sales figures
• Unique visitors
• Email signups
• Social media engagement
• And other metrics

By having these easily quantifiable metrics on hand and historical performance to compare them with, marketers can justify maintaining or increasing marketing spend and decipher what is helping or hurting them .

This way, any future marketing decisions and considerations for new strategies will be based on data rather than speculation.

How Frequently Should You Create a Digital Marketing Analytics Report?

Metrics should be examined and analyzed on a regular basis. This will determine if a strategy is succeeding in meeting specific marketing goals and increasing revenue.

Not looking at marketing data often enough can lead to poor decision-making, while hovering over results daily or in real-time may not tell the whole story of what’s happening with a campaign, strategy, or overall brand performance.

Examining key performance indicators (KPIs) weekly or monthly is a good idea to have historical benchmarks so you can easily compare current results and have a data-driven basis on which to set longer-term marketing goals.

However, as helpful as monthly reports are, quarterly reports provide a clearer idea of how different marketing strategies are working out. This is because the results are still short-term, but since quarters represent different seasons, they can also provide more insight into forecasts, planning, and analyzing results.

At the end of the day, reporting intervals are up to you based on what makes sense for your industry, firm size, and other factors.

At LAIRE, we recommend quarterly reports since they can provide a more holistic view of your performance and whether certain strategies are effective or not. This is particularly true of the following list of metrics, which can be used as a digital marketing report template.

What to Include in a Digital Marketing Report Each Quarter

Historical performance data.

Depending on how long your marketing campaign has been running or how long a particular strategy has been in effect, your report should include historical performance so that there is a benchmark to compare the current results.

Revenue, New Leads, and Deals Won

Ultimately, how many leads you've generated and deals won are the primary metrics to pay attention to. This is because they are direct drivers of revenue, while some of the other metrics on this list are more indirect.

For instance, gaining more social media followers is good, but it could take months or years before they become paying customers.

Forming a clearer picture of how many leads and deals you have won lends more insight into how leads are slipping through the cracks. Some of the cracks in the system may even actually be gaping holes that need to be sealed, such as needing to make major changes to your website or lead generation process.

When your leads and deals won metric is more closely examined and included in your quarterly marketing report, it helps you understand where both the sales and marketing processes need to address shortfalls.

By monitoring revenue in relation to marketing activities , you can justify your marketing investment and ensure that your resources are being used efficiently. In essence, these three metrics are the compass guiding your marketing ship toward profitability. Keep them in focus, and you'll stay on course for success.

Website Data

Metrics related to your website provide a clear picture of how your web presence translates to both your overall marketing strategy and revenue generation.

Monthly and weekly traffic, where the traffic is coming from, and how many conversions result from clicks are all helpful metrics that tell you how effective your search engine optimization (SEO) is and what your audience is interested in.

For example, it may be different types of content that perform better with some audience segments than others. Or maybe one of your buyer personas tends to beeline to speak to sales and service representatives rather than spending time on your website.

To get an accurate read of how your website is performing, you’ll also want to keep track of:

• Number of sessions
• Session length
• Unique new visitors
• Returning visitors
• Bounce rate
• Traffic sources

Depending on your results, this data may reveal that it’s time for a site update to improve page speed and accessibility, remove cobwebs and orphaned links, and update outdated information.

Search Rank

Keeping tabs on your search rank is a crucial practice, ideally done on a quarterly basis. Why? Because the ease with which potential customers can discover your brand directly impacts your revenue. If you're not securing a strong presence in search results, it's a clear signal to amp up your investment in SEO and consider innovative approaches to keywords and content.

According to insights from Search Engine Journal, an impressive 49% of marketers highlight organic search as the marketing channel delivering the most robust return on investment (ROI). This statistic underscores the immense value of maintaining a strong search rank, as it can significantly contribute to your overall marketing success.

Social Media Stats

Social media also increases SEO authority and traffic to your website, in addition to overall brand awareness.

B2B and B2C social media have different elements that need to be paid heed to, but what both have in common is that social engagement can foster quality leads and keep the brand relevant. Social media metrics to include in your quarterly report include:

• New followers
• Impressions
• Interaction on posts that communicate which social channels you should prioritize and which ones should take a backseat

If your social media performance is lacking, it could be any number of issues with your approach based on your industry and target audience. The wrong platform, not developing enough of a brand voice, and being too bland and repetitive are often culprits for why business social media fails to launch.

Think about what your target buyer is drawn to on social media and what would make them want to engage.

Email Performance

Email metrics are also important to note in a quarterly marketing report since unlike social media, they have the reader's attention rather than potentially being lost in algorithmic churn.

Pay attention to your email open rate and how many subscribers are actually reading the emails. Click-through rates also tell you how responsive the emails are, along with the user's intent such as clicking on links to see more content or to schedule calls with your team.

Unsubscribe rates are also important to track because while they have a negative connotation, they should be compared to how many new subscribers you've gained in a month or quarter. High unsubscribe and low open rates could be an indication that it's time to rethink your email marketing strategy and how effective this marketing activity is.

If too many emails are being bounced back or reported as spam, both the technical aspect and how emails are collected need to be examined more closely.

Paid Advertising Data

Paid advertising, like display ads, also has metrics that can be tracked to determine if the amount being spent is producing enough ROI to warrant the ad budget. Impressions are important to note, but your marketing report should highlight just how effective that ad campaign is with metrics like the click-through rate and conversions.

Other signs of intent like signing up for a pre-order email list also matter because paid ads can serve brand awareness purposes or advertise a very specific product at a time when customers are likely to click and buy.

Decision-makers want to see if your ads are actually increasing reach and awareness, or even getting conversions right away, to ensure that advertising budgets are justified.

How to Create a Digital Marketing Report Dashboard

Setting up digital marketing report dashboards can sound intimidating, but it doesn't have to be difficult.

1. Define Your Goals and Objectives

The best place to start is to talk to your manager or leadership in your organization and ask them which metrics are relevant to their short-term and long-term marketing goals.

2. Select a Dashboard Platform

Decide which digital marketing reporting tools you'll use to create your dashboard. Popular data visualization platforms include Google Data Studio, Tableau, or specialized digital marketing reporting software like HubSpot .

Connect your dashboard platform to your data sources, such as Google Analytics, Google Ads, Facebook Ads, email marketing platforms, and CRM systems. Ensure data integration for real-time updates.

3. Design Your Dashboard

Your company’s leadership may want a general picture of your marketing KPIs or zero in on a specific area like social media or email if they've been looking to address shortfalls in those areas.

If they're more interested in certain marketing activities while displaying little interest in others, that's your cue to include more comprehensive metrics and a more general picture respectively.

4. Include Comparative Data

Incorporate historical data or benchmarks in your digital marketing report dashboard to provide context and facilitate performance comparisons. For example, display last month's metrics alongside the current month's data.

5. Create Actionable Insights

Regardless of which metrics the viewer cares more about, show more than just the numbers. Explain the context of those numbers with a narrative centering around the campaign or strategy, and visually present the numbers with charts, graphs, and other images that help explain these changes and what recommendations can be made based on the results.

6. Monitor and Iterate

Continuously monitor the performance of your digital marketing campaigns through the dashboard. Identify areas for improvement and make necessary updates to the dashboard and your marketing strategy .

Navigating Success… the Data-Driven LAIRE Way

At LAIRE, we're staunch advocates of making marketing decisions rooted in data — not just gut feelings.

We understand that in the complex landscape of digital marketing, various activities often appear as isolated events. However, it's crucial to recognize that these diverse efforts, though seemingly disparate, converge toward a common goal: driving revenue and continuously nurturing new leads.

In a world where every click, engagement, and conversion can be tracked, we believe in harnessing the power of data to inform every marketing move. By doing so, we not only optimize our strategies but also ensure that our efforts are aligned with the overarching mission of business growth.

Stephanie Kidd

Stephanie is the Senior Editorial Content Manager at LAIRE and helps ensure clients' content is engaging, precise, and designed to generate growth. With content marketing experience in the medical, legal, SaaS, construction, and manufacturing industries (to name a few), she brings a well-rounded knowledge base and skill set to the team. When Stephanie's not writing or editing, she's doing keyword research and helping clients improve their SEO.

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How to Create Quarterly Marketing Plan: Template & Examples

A quarterly marketing plan is a strategic document that outlines marketing goals, strategies, and tactics for a specific quarter, typically a three-month period. It serves as a subset of the overall annual marketing plan and provides a more focused and detailed approach to achieving marketing objectives in a shorter time frame.

What Should a Quarterly Marketing Plan Include?

Alyssa is coordinating expert sessions for Numina, a fintech startup for freelancers.

Laura is the expert freelancer talking about creating a quarterly marketing plan.

Laura has been freelancing for 10 years and helps others grow their businesses through coaching services, books, and courses.

The presentation will focus on 2021 numbers to assess where you have been financially and what habits need to adapt.

A Google Doc will be used to help attendees fill out their 2021 revenue numbers or estimate if they haven’t already paid taxes.

Attendees should evaluate what marketing methods are already working for them instead of getting distracted by shiny objects that may not work for their clients.

It’s important to set realistic revenue goals and adapt them as necessary based on busy months or slow times throughout the year.

Overloading yourself with too many goals can lead to none being achieved, so it’s better to focus on one achievable goal at a time.

Marketing should be done consistently even when fully booked because it keeps potential projects in the pipeline and allows you to potentially get rid of clients who aren’t a good fit if someone else converts.

Attendees will learn how to lean into marketing methods that already work for them and break down specific tactics into weekly activities and day-to-day tasks using the Google Doc template provided during the interactive part of the presentation.

What Is a Quarterly Planning Process?

The speaker reflected on the end of Q3 and the beginning of Q4.

They ask if viewers have hit their targets and have a good plan for Q4.

They share a planning process that has worked well for their agency, which involves setting goals at the beginning of each quarter and breaking them down into smaller goals.

It’s important to reflect on whether or not you’ve achieved your goals and celebrate any successes.

Quarterly reflection is needed to learn from mistakes and figure out what works best for your business.

He stressed the importance of tracking current client numbers and recurring revenue as a snapshot of progress.

Setting clear goals for Q4 is crucial, with an emphasis on increasing customers and recurring revenue.

Key projects should be identified to achieve these goals, such as webinars or outreach emails.

KPIs (key performance indicators) should be established to track progress towards these goals, such as the number of strategy sessions per month.

The speaker proposes to share a document to help guide this planning process with audiences interested in building momentum within their agency during Q4.

What Is a Quarterly Planning (with Examples)?

Quarterly planning is a strategy meeting held every three months to assess progress against long-standing goals and objectives.

It makes it easy to track long-term goals over a short period of time and monitor projects that blow up on time or budget.

Review the previous quarter, assess issues, recognize wins and losses, and fine-tune processes.

Identify three areas of business focus for the next quarter.

Create specific goals with success metrics, action steps, and project phases to achieve success.

Scrutinize each goal for both risk and opportunity against every major decision in an honest and transparent manner without finger pointing.

Discuss larger corporate goals that impact your entire company, not just your specific team.

Set stretch goals that are challenging enough but not too hard to reach.

Prioritize customer feedback by focusing on their experience and whether you have succeeded in gaining repeat customers.

Defining the roles and responsibilities of the team around certain tasks should be clearly documented.

How to Simplify Your Quarterly Marketing Plan?

The speaker thanks subscribers to their new YouTube channel.

The video is for leaders, advisors, or non-advisors feeling overwhelmed by financial advisor marketing.

There are two basic themes: ignore noise and take a common sense approach.

Advisors should understand their clients to win business regardless of the technology platforms used.

Developing and implementing a marketing strategy doesn’t have to be complicated or expensive.

Quarterly self-coaching questions can help develop a marketing strategy based on four buckets: current customers, centers of influence, outbound marketing, and inbound marketing.

Surveying current clients can provide valuable information for developing a Q1 strategy, including hosting virtual client events and sending gifts to top clients who engage with content the most.

Quarterly meetings with influencers can also lead to partnerships in thought leadership content creation and networking opportunities at client events.

Outbound marketing should include having a polished website that reflects your message across all social channels, while inbound marketing should focus on answering customer questions through authentic content posted on accessible channels such as email newsletters if necessary.

10.The speaker encourages a common sense approach using available information about your clients’ preferences and focusing only on the channels that work best for you right now.

How to Write a Quarterly Marketing Plan for Small Business?

The show is about modern marketing for retailers.

Crystal Volcanoes is the host of the show.

The episode focuses on quarterly marketing plans.

Viewers are encouraged to leave comments and share their own experiences with quarterly marketing calendars.

In-person workshops involve setting a six-month calendar for social media content, building followers, events, and campaigns.

Failure to plan can lead to failure in business as a small business owner.

Social media planning is important but should be part of an overall marketing strategy that includes email, mobile, loyalty programs, events, print radio partners, etc.

Building audiences online and offline through monthly campaigns is critical to success.

An example of successful promotion using Facebook ads was given by an insider named Brian who integrated print gift certificates with Facebook ads resulting in a net profit of $894 from 25 people redeeming gift cards out of 100 claimed within 48-72 hours.

10.The . Viewers are urged to take action by scheduling meetings with themselves or team members to create a Q2 Marketing Plan; Insiders can attend live training sessions for $97 per month.

How to Build a Quarterly Marketing Plan

Laurel Gray from Happily Organized challenges viewers to do one small thing in their business every week.

This week’s challenge is to come up with a content plan for the next three months.

The plan should include marketing strategies such as videos or articles.

It is recommended to put the plan directly into your calendar for consistency and ease of access across devices.

Building expertise in your field is another reason having a content plan is important.

Planning ahead can save time and reduce stress compared to thinking about ideas every week.

Laurel records multiple videos at once, saving her time and allowing her to reach more people consistently.

Viewers are encouraged to take 30 minutes to come up with their own content plans this week.

Feedback on how it ‘s going can be shared with Laurel, who posts new videos every week on her channel.

10.Subscribe for updates on future challenges and tips from Happily Organized

What Should Be Included in a Quarterly Marketing Plan?

Review of the previous quarter: Evaluate the performance and results of the previous quarter’s marketing activities. Review key metrics, such as sales numbers, website traffic, conversion rates, and other relevant data to understand what worked well and identify areas for improvement.

Quarterly Objectives: Clearly define specific marketing goals and objectives for the quarter. These objectives should be consistent with the overall business objectives and may include targets such as increasing sales, launching a new product or campaign, expanding into new markets, improving customer retention, or enhancing brand awareness.

Target Audience: Identify the target audience or market segments that marketing efforts will focus on during the quarter. Understanding their demographics, behaviors, needs, and preferences is critical to tailoring messaging and selecting the right marketing channels.

Strategies and Tactics: Develop marketing strategies and tactics that align with quarterly goals. Strategies should outline the broad approach or direction to achieve the objectives, while tactics provide specific actions and activities to be implemented. These may include advertising campaigns, content marketing initiatives, social media strategies, email marketing campaigns, events, promotions, partnerships, and other relevant marketing activities.

Marketing Channels: Determine the specific marketing channels and platforms that will be used during the quarter to reach the target audience effectively. This could include a combination of traditional marketing channels (such as print, radio, or TV) and digital marketing channels (such as social media, search engine marketing, email marketing, or content marketing).

Budget and Resources: Allocate the necessary financial , personnel, and other resources to implement the quarterly marketing plan. Determine the budget for each marketing activity and ensure efficient use of resources.

Timeline and milestones: Create a detailed schedule or timeline for the execution of marketing activities throughout the quarter. Identify key milestones and deadlines to keep the team on track and ensure timely implementation.

Measurement and Reporting: Establish metrics, key performance indicators (KPIs), and reporting mechanisms to track and evaluate quarterly marketing plan performance. Regularly monitor and analyze results against established goals to make informed decisions, identify areas for improvement, and optimize future marketing efforts.

Coordination and Communication: Ensure effective coordination and communication within the marketing team and with other departments or stakeholders involved in the implementation of the quarterly marketing plan. This includes regular meetings, status updates, and sharing progress or results.

A quarterly marketing plan allows companies to break down their annual marketing goals into actionable and manageable chunks, allowing focused effort and flexibility to respond to market dynamics and changing business priorities. It provides a roadmap for achieving specific goals in a shorter time frame and facilitates efficient resource allocation and decision-making.

Related posts:

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• How to Create a Channel Marketing Plan: Template & Example
• Marketing Plan Creator: How to Create Digital Marketing Plan
• How to Write a Product Marketing Plan [Template & Example]

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What to include in your quarterly marketing reports.

Are you looking for the right KPIs to include in your quarterly marketing reports?

Creating reports for your team or clients is crucial to optimizing your marketing strategy. It refocuses your efforts on the KPIs that matter the most to your company’s success.

As such, it’s important to keep your finger on the pulse of your marketing campaigns at all times. While this usually means daily, weekly, or monthly reports, you’ll also want quarterly overviews to keep people “in the know.”

That’s why, in today’s post, we’re going to look at what KPIs you’ll likely want to include in your quarterly reports.

Before we dive into that, though, let’s get clear on what quarterly reports are and why they’re so important to your long-term success.

Section link What Quarterly Reports Are (& Why They Matter)

If you are already running monthly, weekly, or even daily reports, your heart might be sinking at the thought of yet another marketing report.

Afterall, why on earth do you need a quarterly report on top of everything else?

It’s all about the questions you are trying to answer. Reporting shouldn’t be done just for the sake of it. Each of your reports should be formulated to answer a set of specific questions about your marketing performance.

Daily and weekly reports track your everyday marketing. They are a quick way of checking on what is going on and making sure there are no issues that need your attention. They also alert you to short-term changes in your audience and engagement.

Monthly reports are more involved. They’ll usually be shared beyond your immediate team and are used to monitor your medium-term marketing trends. They help you track the performance of individual campaigns.

But your quarterly reports are a different beast entirely. These aren’t about immediate insights. Your quarterly report is an in-depth strategic document that should be used to plan your long-term marketing approach.

Those small dips and peaks that show up in your monthly and weekly reports won’t appear in quarterly reports. What you’ll see instead is the overall trends in your reach, conversion rate, and ROI that give you the evidence you need to plan your next quarter and beyond.

Quarterly reports are almost always shared outside your team, usually with senior management or your clients’ decision-makers. That means they need to give enough information to be used for strategic planning, but also must be readily understandable by people whose background isn’t in marketing.

With that in mind, let’s turn to some of the main KPIs you’ll likely want to track in your quarterly marketing reports.

Section link KPIs for Your Quarterly Marketing Reports

Deciding which KPIs to include in your quarterly marketing reports requires you to understand what questions matter to those who will see the reports.

What will help you demonstrate the long-term trends, showcase your impact, and give you the insights you need to plan for the future?

Typically, companies are most concerned with two aspects. First, the bottom line. What has your marketing cost you? And what revenue have you brought in as a result?

Second, brand awareness. How has your marketing helped you reach new audiences, and are those audiences responding well to your content?

Of course, you shouldn’t make assumptions.

When you first set up your quarterly reporting templates, it’s best to speak to those who will see them and check what they want to be included. What is important to the finance team is not necessarily what is important to the sales team, and vice versa.

Ideally, you’ll create one comprehensive report that brings everyone’s concerns together. Quarterly reports are all about the big picture, so you don’t want to generate different versions for each team in the way you might for your monthly or weekly reports.

Don’t forget to add comments, summaries, and suggestions to help your readers make sense of the data. You might also want a highlights section that details any particularly successful campaigns and key learning points.

Assuming you are like most other companies, KPIs that help you monitor revenue and brand awareness will be your first port of call. So we’ve broken down possible metrics to include into those two categories.

Section link 1) Revenue

A business that doesn’t bring in enough cash won’t last very long. Keeping a close eye on how your marketing impacts your bottom line is a crucial part of your quarterly reporting.

Choose KPIs that will help you track the ROI from every marketing channel and campaign. When it comes to putting together your future marketing strategy, you need this information to get the most from your budget.

Here are some examples of metrics that will give you vital insight into your best sources of revenue:

Revenue Generated:

How much money your company has made is obviously an important metric. But you are specifically interested in how revenue is affected by your marketing campaigns. So you’ll want to break down the total figure for the quarter in a few different ways:

• By audience segment
• By source/medium
• By campaign
• By landing page
• By new vs returning visitors

Lifetime Value:

Getting a new customer on board is one thing. Keeping them is quite another. But loyal customers are worth the money you spend in attracting them in the first place. So, the lifetime value (LTV) is an important metric to include in your quarterly reports.

Like your revenue figures, your LTV gives you the most insights if you break it down by different audience segments. Do those who come to you via social media have a higher lifetime value than those who find you via organic search? How does being subscribed to your email newsletter affect the LTV of customers?

You can also break LTV down by demographic information to see which groups you should target in your next marketing campaign.

Return on Investment (ROI)

As you know, , marketing costs money. Channels that bring in plenty of revenue but also cost a lot of money may end up not being as valuable to you as those that bring in less revenue for a smaller cost. Your quarterly report should include an analysis of the ROI from different platforms and campaigns, so you can manage your spend.

For each marketing channel and campaign, include metrics such as:

• Cost-per-conversion
• Cost-per-click
• Ad spend (if applicable)

The goal is to keep these KPIs limited to answer the following questions: are these marketing campaigns bringing in more money than their costing.

If yes, then everything is on track.

If not, then you’ll have to answer a different question: are these KPIs building our brand awareness that lead to future sales?

That brings us to our next point.

Want more profitable campaigns?

Ditch the dashboards and pesky PDFs - see how Metrics Watch's in-body email reports can make your reporting more effective!

Section link 2) Brand Awareness

Your brand’s reach and reputation may not be as vital as your cash flow, but they are still important considerations. To guarantee your long-term success, you need to reach new customers and retain your old ones. That’s why brand awareness is the second focus of most quarterly reports.

Exactly which metrics you include here will depend on which marketing channels you are using. For most companies, it will include social media, email marketing, and a website at the very least. You will likely also be using PPC advertising and SEO to drive awareness through Google or other search engines.

KPIs we recommend including for each of these are:

Social Media

• Follower growth rate
• Reach (both paid and organic)
• Engagement rate
• Click-through rate

Email Marketing

• List growth rate
• Unsubscribe rate
• Total sessions and unique users
• New vs returning visitors
• Most popular pages
• Bounce rate
• Users and sessions by source
• Share of impressions
• Most popular search queries
• Click-through-rate by search query
• Average position on the page for popular search queries

Don’t forget that you are looking to give an overview here, or your reports will become unmanageably long very quickly.

You will likely want to aggregate your data instead of reporting on each campaign the way you do for revenue. This section is less about individual campaigns and more about evaluating how quickly your audience is growing and which channels are performing best to boost brand awareness.

But that begs the question: how do you create quarterly marketing reports with all these KPIs and without losing too much of your valuable time?

Section link The BEST Way to Make Quarterly Marketing Reports

While you can certainly create your quarterly marketing reports by hand, this tends to come with a few problems.

First, it’s a time-consuming process. That means you might save money on the frontend, but lose more money (through your or your team’s time) on the backend.

Remember, if a single report takes 1 hour to compile, then it costs your hourly rate.

Second, manually creating these reports leaves you vulnerable to human error. Pouring over spreadsheets can be a mind-numbing experience (especially for creative types like marketers).

As a result, many reports I’ve seen have small errors that lead to big consequences.

For the most reliable quarterly marketing reports, you’d be much better off using a tool like Metrics Watch :

Metrics Watch is one of the best report building tools on the market. That’s because it uses a codeless drag and drop visual report builder. Plus, it connects with your favorite marketing channels, such as:

• Google Analytics
• Google Search Console
• Facebook (paid and organic)
• Instagram (paid and organic)
• LinkedIn (paid and organic)

This allows you to collect data from multiple sources to build a comprehensive report for your team or clients.

But the best part is the way Metrics Watch shares this data.

Unlike most report builders, Metrics Watch sends your reports directly via email. That means no more messy PDFs to organize, and no more 3rd-party report dashboards to manage logins and passwords.

Instead, simply select who needs the report and when. Then send it automatically straight to the recipients’ inbox.

Metrics Watch truly is the report building tool with the least amount of friction when it comes to sharing KPIs from your quarterly reports.

Want to see it in action for yourself? Click below to start your 100% risk-free Metrics Watch trial today (no credit card required):

And that’s all for now! These have been the most likely KPIs you’ll want to include in your marketing reports.

If you enjoyed this post, then you’ll likely want to check out the following resources:

• 7 Best Digital Marketing Report Tools to Track Your Efforts
• How to Make a Marketing Report (That Actually Boosts ROI)
• Marketing Report Audit: What They Are (& How to Make One)

These articles will have even more information on how you can create more profitable marketing reports that are backed by data.

Start sending automated reports today

Start your free trial, no credit card required!

Marketing Reporting Examples: How to Build and Analyze Marketing Reports

Run marketing reports that better inform your decisions, bolster your marketing resources, and help your organization grow better.

MONTHLY MARKETING REPORTING TEMPLATES

Excel, PowerPoint, and Google Drive Templates to Make Your Monthly Reporting Faster and Easier

Updated: 11/03/23

Published: 11/03/23

As a marketer, I make crucial daily decisions that can impact the company I work for. Using my best judgment, I track important metrics like traffic, leads, and customers — and I provide a marketing report to back up my decisions.

While the above metrics are crucial to my marketing funnel and flywheel , a marketing report helps me further explore my findings and properly analyze the data to make the best decisions I can for my team and company.

Marketing reports aren‘t just vital for my work, they’re key to any marketer looking to do what‘s right for their organization. In this article, we’ll explore what a marketing report is and how to build one, and we'll spotlight some examples.

Marketing Reporting

Marketing reporting examples, how to create a marketing report, create your marketing report today.

Marketing reporting is the process of gathering and analyzing marketing metrics to inform future marketing decisions, strategies, and performance. Marketing reports uncover meaningful, actionable data that help you draw important conclusions and meet organization-wide goals.

Marketing reports vary depending on what data you’re reviewing and the purpose of each report. They can assess where your traffic and leads are coming from, what content they interacted with, if and when they converted, and how long it took to become a customer.

Take our free, 20-minute HubSpot Academy course on marketing reporting to measure success and optimize your efforts.

To reiterate: Marketing reports inform decisions .

You wouldn’t run a marketing report to review data performance or check on an ongoing goal — for these purposes, you’d glance at your marketing dashboards.

Look at it this way. Compiling a marketing report for knowledge’s sake is synonymous with scheduling a meeting to review a project. Who wants to attend a 30-minute session to review what could've been shared via email? Not me.

The same goes for marketing reporting. Reports should help you decide or come to an important conclusion — similar to how a meeting would help your team deliberate about a project or choose between project resources.

In short, marketing reporting is a precious process if used and crafted correctly.

Marketing Reporting Templates

• Track leads.
• Measure CVR.
• Track channel performance.

You're all set!

Click this link to access this resource at any time.

There are hundreds of reports that you can run to dig into your marketing efforts. At this point, however, you’re likely asking, “Where should I start?“ and ”What are those basic marketing reports I can run to get more comfortable with all the data I’ve been tracking?”.

We’ve pulled together these five marketing reporting examples to get started.

You will need some marketing software (like HubSpot Marketing Hub) to do this. You should also ensure your software allows you to export the data from your software and manipulate it in Excel using pivot tables and other functions.

This free guide and video will teach you how to create an Excel graph, make pivot tables, and use VLOOKUPS and IF functions.

Since we use HubSpot for our reporting needs, I'll show you how to compile these reports using the Marketing Hub tool. (The data below is sample data only and does not represent actual HubSpot marketing data.)

1. Multi-Touch Revenue Marketing Report

As a marketer, you’re a big part of your company’s growth. But unless you can directly tie your impact to revenue, you’ll be forever underappreciated and under-resourced. Multi-touch revenue attribution connects closed gain to every marketing interaction — from the first page view to the final nurturing email.

That way, marketers get the credit they deserve, and marketing execs make more innovative investments rooted in business value instead of vanity metrics. As a bonus, multi-touch revenue attribution can help you stay aligned with your sales team.

HubSpot customers can create multi-touch attribution reports quickly; HubSpot’s attribution tool is built for real people, not data scientists. (It also connects every customer interaction to revenue automatically.)

Navigate to your dashboard and click Add Report > Attribution Report . Select from the set of pre-baked best-practice templates, or create your own custom report.

How to Analyze Revenue Reporting

To analyze revenue reporting, determine what’s working and double down on it. Look at the revenue results from different channels and see where you most succeeded. Use this information to decide what marketing efforts to invest in moving forward.

For example, if you notice that your Facebook campaigns drove a ton of revenue, run more Facebook campaigns!

Multi-touch attribution reports should be run monthly to understand the broader business impact of your marketing channels. While revenue is necessary, you should dig into some of your other metrics for a more complete picture.

2. Channel-Specific Traffic Marketing Report

Understanding where your traffic comes from will help you make strategic decisions as you invest in different marketing channels. You should invest more resources if you see strong performance from one source.

On the other hand, you can invest in some of the weaker channels to get them on pace with some of your other channels. Whatever you decide, source data will help you figure that out.

HubSpot customers can use the Traffic Analytics report (under Reports > Analytics tools in your navigation) to break down traffic by source.

Want to get an even deeper understanding of your traffic patterns? Break down your traffic by geography. (Example: Which sources bring in the most traffic in Brazil?) You can also examine subsets of your website (like your blog vs. your product pages).

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Quarterly Business Report: How to Write One and How to Present It Successfully

Table of contents

After working hard to develop a sustainable client base, you found out you have to work twice as hard to keep them. Now you have to handle countless meetings, project updates, reports and assure them that everything is on track, every step of the way.

You’re hardly alone in that. Many business owners and executives have found out that, as their business scales, the need for reporting grows.

Even if you’re doing everything right, you still need to present it to your client in a way they’ll understand. They’re your client, they expect results, and it’s your job to ensure they get them. That’s why you need to keep wowing them if you expect them to stick around.

However, presenting raw data isn’t gonna cut it, no matter how good it is. Crunching numbers and statistics really isn’t most people’s forte, and most people’s eyes glaze over when you start spouting technical explanations full of jargon. All told, your clients would probably rather look at the digest version with pretty charts. You just need to make them.

While this may sound daunting, it doesn’t have to be. With the right business dashboard software , preparation, and a little know-how, you’ll be able to deliver interesting reports to your clients that will ensure they continue trusting you and relying on you. You will also be able to establish a deeper and more productive relationship.

• What is a Quarterly Business Report?

Why Should My Company Conduct Quarterly Business Reviews?

What should you include in a qbr, what are the benefits of a qbr, how do you conduct a qbr.

• Tips to Writing a Quarterly Business Report

7 Mistakes to Avoid When Writing a Quarterly Business Report

Tips for presenting a quarterly business report.

• How to Use Quarterly Business Reviews to Build Stronger Connections

What Is a Quarterly Business Report?

Let’s start with the basics and go from there.

Quarterly business reports are usually designed for clients (but can be aimed at your own sales team or stakeholders). Their purpose is to reassure the client that things are going well and to show what your plans are for the future. After all, you need to convince them that things that are going well will continue to do so and that challenges will be resolved. You’re presenting yourself as a problem-solver and an invaluable resource.

A quarterly business report is an important part of customer relationship management. It’s there to highlight the value your business brings to the client. It’s very likely your clients aren’t very good at making sense of raw numbers, so you need to give them a visually interesting presentation to explain what’s going on. Show them what you did in the last three months, how it affected their metrics, and what you’re planning to do in the next three months until the next QBR rolls around.

Keep in mind that QBRs need to focus on the strategic, big-picture layer. They’re an opportunity to gain deeper insight into the client’s business and to make a strategy based on their plans and current position on the market. This isn’t the place to talk about minutiae and deal with minor issues and challenges. You’re not simply providing services anymore — you’re stepping into the business advisory role.

The truth is that not every business needs it. Depending on your focus or business size, you might not need quarterly business reviews. You might just need annual or more frequent reports. However, even if you don’t need quarterly reports, some kind of reporting will be necessary, and similar broad rules apply.

When Are Quarterly Business Reviews Needed and When Not

B2C companies are usually much faster moving and have a large number of shorter-term clients. Creating a client-facing quarterly business review for each of them would be too time-consuming and often unnecessary. They’ll usually need per-milestone or per project updates. By contrast, B2B companies with fewer clients are usually more focused on QBRs and are more likely to require such a structured form of reporting.

Another factor that determines if you need quarterly business reviews is company age. Startups or businesses in the early stages of development have fewer clients or customers, and it’s still easy to maintain a relationship with them. However, as the business and the client base grow, it becomes increasingly difficult to maintain frequent communication. The need arises for more structured, longer-term reporting and meetings.

These aren’t hard and fast rules. Every business and client is unique and has specific needs and challenges. Putting together a quarterly business review does take a lot of time and resources, so make sure you either need to have it (is it worth it), or that you have access to tools that will make the whole process a lot easier.

Think about the size of the company, how many clients you have, and how much money those clients spend. Focusing on big, important clients is just common sense, and it will help you understand their priorities better. Ensure the customers who need and deserve top-level treatment get it.

The Reasons for Conducting Quarterly Business Reviews

No matter your business type or stage of development, building and maintaining relationships is crucial for growth. And that’s the key reason for having QBRs. They help you maintain good relationships with clients as it shows them that you put special thought into what they need.

QBRs strengthen partnerships and give you the opportunity to really strut your stuff and dazzle the client. It shows them how well you’ve handled their business and your ability to plan for the future. You’ll be able to highlight your achievements and everything you’ve done for the client.

Finally, they allow you to show the customer what’s the most beneficial path for them (and you, since you’re in a business relationship) to take. That way, you both prosper and continue growing.

Again, the information you should include in a quarterly business review varies on the type of client, but there are some basics that need to find their way in almost every one of them.

Clients need to know:

• Where they stand against the competitors (a popular metric)
• What was the ROI for the last quarter 
• What kind of ROI you can deliver in the future
• Other goals you plan to accomplish
• What gaps you identified in client’s goals and plans
• Challenges and difficulties you’ll need to overcome
• Customer’s CHI (customer health index)
• Data related to KPIs

Of course, not all data points need to be given equal priority. Every client is different, but you can always highlight the ROI and present market benchmarks. Business owners usually love to see how they stack up against the competition. Customer health index is another important metric that gives the customer an overall impression of how they’re doing. Use a set of weighted data points in order to assign them a number between 1 and 100. Keep in mind that while customers may dislike raw data, they like objective numbers as opposed to opinions. If you’re making a projection, ensure it’s based on cold, hard facts.

So try to be unbiased and take a good look at the depth and breadth of product usage (how useful you are to the client), engagement (how frequently do they engage with you and to what extent), growth, age, etc.

Another important note is transparency. Don’t try to hide or obfuscate the negatives because if a client finds out that you’ve been lying to them, they’ll lose their trust in you. Be honest and frame setbacks as challenges to be overcome.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how your efforts are translating into results each month. How is your website performing? How well are you converting traffic into leads and customers? Which marketing channels are performing best? How does organic search compare to paid campaigns and to previous months? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Monthly Marketing Performance Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

• Website sessions, new users, and new leads. Basic engagement data from your website. How much traffic? How many new visitors? How many lead conversions?
• Lead generation vs goal. Did you reach your goal for lead conversion for the month, quarter, or year? If not, by how much did you miss?  
• Overall marketing performance . A summary list of the main KPIs for your website: sessions, contacts, leads, customers, bounce rate, avg. session duration, pages/session, and pageviews.
• Email response . Overall, how effective were your email campaigns, measured by email opens?
• Blog post traffic . How much traffic did your blog attract during a certain period?
• New contacts by source. Which sources drove the highest number of new contacts 
• Visits and contacts by source. How did your sources compare by both sessions and new contacts in a certain period of time?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring and analyzing your website traffic and its sources, lead generation, and more. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

You really should look at a QBR as a set of opportunities.

We’ve already mentioned that quarterly business reports are about maintaining a good working relationship with the client. So, you get an opportunity to improve your business partnership. Like with any relationship, this one is built on frequent communication, honesty, and taking into consideration everyone’s needs. If you do that, you’ll ensure you’re all thriving together.

Another opportunity presented by QBRs is aligning people’s interests and getting on the same page with the client. This adds to the relationship-building aspect above. By figuring out the state of the business and communicating it properly, you can give your customers value and continue to benefit from a good business relationship.

Continuing with the opportunity theme, consider what you have to do in order to conduct a quarterly business report. You need to analyze all relevant data (pretty much everything you can), and you can use it to find more information and market gaps in your client’s offer or come up with interesting ideas to implement.

QBRs are excellent check-in points to monitor progress. You can figure out if short-term plans are getting accomplished and see how you’re doing with long-term goals.

Finally, QBRs can help you prioritize tasks. This is another benefit of the comprehensive analysis you’ll have to perform. By comparing various metrics you’ll be able to determine which tasks are more important or valuable than others and prioritize them accordingly.

Now we come to the big one, how do you actually perform a quarterly business review?

You start by reviewing the client’s KPIs or, if you’re just starting to work with them, set the KPIs now. Focus only on the KPIs your company is influencing, but if you think you can improve on others, feel free to include them and mention them in the report.

Specific KPIs depend on the business but can include ROI, net profit margin, gross profit margin, number of conversions, number of new leads, number of subscribers… literally anything that you can use to assess business performance.

You want to highlight achievements and focus on the goals you accomplished. Put as positive a spin as you can on the last quarter. However, keep in mind the transparency mentioned above — stay honest. Point out issues and challenges, as the client should feel like you’re serious about addressing their concerns and tackling problems. Identifying a hitherto unknown and unaddressed problem and presenting a plan to solve it will make you seem invaluable.

Additionally, you need to make a solid plan about what to do in the future. If you’ve identified new opportunities, you want to come up with a plan to capitalize on them. Write down actual steps and what the plan for the future is expected to bring. If you’re introducing new KPIs to be tracked or even if you just want to test a strategy out, you should mention it.

Finally, you need to wrap the whole thing into a neat little package. Using customizable templates can help you make the whole process easier, from building a report, gathering metrics, crunching numbers, and presenting it all in a visually appealing manner.

PRO TIP: Figure out who should participate in a QBR . Including a customer relationship manager is a must, but executives from both sides should be present to get the most out of a QBR. This allows both companies to assess how they fit into strategies. In addition, it keeps the channels of communication open and provides the opportunity for C-suite to get to know each other better.

Tips for Writing a Quarterly Business Report

Here are some tips and tricks to keep in mind when writing a QBR.

• Use a business analytics tool
• Tell a story through the report
• Make a basic QBR template
• Revise after every QBR
• Include highlights
• Make is concise

Use a Business Analytics Tool

While you may think that there’s nothing Excel can’t do, you’d be wrong. Business analytics tools (like Databox) crunch numbers more quickly and help you make sense of them with easy-to-understand and attractive-looking charts. Additionally, data visualization capabilities can ensure you’re ready to present all the data to the client in a visually interesting manner.

Tell a Story Through the Report

Numbers can be boring, and no one wants to sit and listen to you read a bunch of percentages. If they don’t fall asleep, your clients will probably think you’re trying to obfuscate something by hiding behind dense statistics, or even that you don’t know what you’re talking about.

Use pictures, data visualizations, and talk about goals. Build a narrative of the last three months and present a story about what you plan to do in the future.

Related : Creating Dashboards from Multiple Data Sources – a Marketing Superpower

Make a Basic QBR Template

This will save you time and make sure everyone understands what needs to be included and what steps need to be taken. If you already have a preset workflow, you’ll be able to put together a QBR much more quickly. It’s very likely you’ll continue tracking similar metrics from review to review, so you’ll be able to focus only on what’s new and finding an interesting way to present it. 

Using pre-built reporting templates can also be a huge time saver as you’re relying on the expertise of people whose business it is to know how to structure data.

Revise After Every QBR

Use a QBR as a learning opportunity. Did you notice any gaps in performance? Are there any KPIs that should have been included? Did your client offer any feedback? What would they like to see and what did they especially care about?

Write down your observations and use them to make the next QBR better.

Include Highlights

You can follow the rule of three here. Pick three things as your main message for each segment and try to center your presentation around them. People remember things that come in threes more easily, and you want to take advantage of that. 

Make It Concise

Your clients are likely busy people and don’t have too much time to listen to a lengthy report. Be crisp and concise, no QBR meeting should take more than an hour, and even that is pushing it. Don’t pad the agenda and stick to the things that really matter. 

If possible, structure the presentation with the most important information in the beginning. This allows attendees who no longer need to be a part of it to leave. Time is money, after all. You really don’t want to hear a customer say, “this really could have been an email,” after you’re done presenting a quarterly business review.

Some of these may sound like no-brainers but you really want to avoid making these mistakes. Don’t:

• Call it a QBR if you don’t actually hold them every quarter
• Hold QBRs when it’s not necessary
• Get defensive
• Spend too little time preparing
• Focus on the numbers
• Just read what’s written on the slides
• Make it too long

1. Call it a QBR If you don’t actually hold them every quarter

If you’ve decided that you need to hold your business reviews less frequently you can use:

• Executive summary
• Executive business report
• Strategy and performance workshop
• Strategic planning review
• Annual business report/review
• Annual performance overview
• Anything else that gets the point across

2. Hold QBRs when it’s not necessary

– While the quarterly makes it sound like you have to do it every three months, you really don’t. Sometimes you just don’t need to hold them that frequently.

If you get a big new client you might want to do an “onboarding summary.” You’ll take a good look at them, identify new KPIs, figure out their goals and their current position, and make a strategy on how you can get there. Then you can schedule a meeting that coincides with meeting specific milestones.

3. Get defensive

– If your client interrupts you to ask a question or ask for clarification, be ready for it. The same goes if they ask you about promised milestones that you didn’t manage to deliver. Just stay calm and patient and address their concerns. If you get flustered and defensive, it’s likely you’ll just sour the relationship and make it harder to gain the customer’s trust.

4. Spend too little time preparing

– You really don’t want to treat a QBR as something to get off the agenda as soon as possible with minimum effort. Even if it doesn’t take too long to prepare, don’t do it the day before! 

Your client deserves more than a hastily made presentation. Talk to them, and invest time and effort into the process.

5. Focus on the numbers

– while you do want to showcase all the shiny metrics that improved while you were working with them, that can’t be the focus of the presentation. 

It bears repeating, a QBR is an opportunity to improve your relationship with the client , so use it. It’s likely that they either won’t understand all the numbers or won’t care to analyze them thoroughly. You need to be more than a talking spreadsheet. Be patient, and use the time to connect with the client.

6. Just read what’s written on the slides

– If you’re just going to read the slides, you could have sent the QBR as an email and saved everyone some time. Your clients want to hear what you have to say, not just a recitation of dry statistics and phrases that can fit into a slide.

7. Make it too long

– Respect your client’s time. We mentioned being concise, but it’s still something a lot of people flub. They get caught in the idea that more is better and end up delving into minute details that aren’t necessary and dragging the whole thing out well past the point it’s needed.

You’ve got your QBR written up, the slides look eye-catching, and you’ve briefed everyone who’s supposed to be involved. All that’s left is to actually present it to the client, and you don’t have to worry about it for another three months.

Well, let’s cover the presentation part and you’re good to go. 

• Make it an event – don’t hesitate to add a bit of marketing spice to the whole thing. This isn’t just another meeting, but an opportunity to improve the partnership. Make it glitzy and ensure you brand the dashboards and slides you’ll use in the presentation. Tailor the experience to wow the client.
• Send the QBR document in advance – you want to give the client an opportunity to see it ahead of time and come prepared. There’s nothing more valuable than constructive feedback from an engaged client. Additionally, they’ll be able to plan their time better and only attend parts of the presentation they’re interested in.
• Read the room – This is true for any presentation. Pay attention to how people react to your report and skip information no one seems interested in. If people seem bored, try to figure out how to make things more interesting.
• Interact and engage with the audience – If possible, prompt the audience to ask questions and check if everyone is clear with what’s being presented. If you’ve sent the QBR in advance, it’s likely the client will have some questions prepared.
• Don’t stick to the script – Make the whole thing feel more personal by sharing anecdotes or dropping in a funny story. Ice breakers can cut the tension and add a little color to the topic.
• Put the most important highlights in the first ten minutes – The most important parts of the presentation should be close to the beginning. People’s attention will wander as time goes on, and you want them to pay attention to the important information you want to share.
• Don’t overuse buzzwords – Whenever possible, use plain, easy-to-understand language. First, you sound less pretentious that way; and second, you’ll come across as someone down to earth who just wants to get the point across. Finally, your clients are more likely to understand what you’re talking about and understand how your plans impact them.

Overuse of buzzwords also runs the risk of making you look like you’re trying to hide something or that you don’t really know what you’re talking about, and that’s the last thing you want.

• Use templates – This is a huge time saver and can really streamline the whole reporting process. Using pre-built dashboard examples and templates for reporting that will ensures consistent tracking and lets you build each report on the information gleaned from the previous one.

Use Quarterly Business Reviews to Build Stronger Connections

Quarterly business reviews are a key aspect of any customer success program. By dedicating time and effort to growing your relationship, you can ensure you’ll bring value to your clients and grow with them.

Databox Dashboard Designer can help you build more effective and eye-catching presentations. Just link the data sources, and you’ll be able to populate a dashboard with relevant metrics that are easy to read and understand. Emphasize important data points and showcase how much you’ve helped your client and how valuable your partnership is.

Of course, you don’t have to create reports from scratch. Databox Dashboard Designer will take care of that for you by offering pre-built visualizations for the most popular metrics from 100+ data sources. Our business dashboards are fully customizable and you can create your own unique look that will suit the needs of your QBR presentation. All elements are dynamic, so you can move them around, and they’ll resize automatically depending on the room available. Databox is far more than a simple data visualization tool. It will allow you to track performance from multiple sources, compare them, and identify trends that you can capitalize on. 

No coding skills are required and the tool is incredibly simple to use, saving you both money and time.

Like what you’ve read so far? You can create a free Databox account in minutes and make building quarterly business reports easier than you thought possible.

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The Power of the Quarterly Marketing Plan: Templates, Tips and More

As those in the industry know all too well, marketing is an odd and ever-changing force. Sure, there are unwavering best practices and methodologies that are fairly staunch. However, staying ahead of the customer is always key, and to achieve that, you cannot rely on a year-old marketing plan. Why? Because chances are, things have changed since your last.

Enter the quarterly marketing plan: A strategy that’s refreshed and recalibrated once every three months to help your business remain privy to the market and your customers changing behaviors and preferences.

Here, we’re sharing the benefits of a serially created marketing plan, goals to set when creating one, measuring success and more.

How a Quarterly Marketing Plan Contributes to Your Business and Marketing Strategy

Compared to an annual plan, quarterly marketing plans are not terribly different. Of course, the main thing to note is that one is created annually and the other, once for every quarter.

While annual plans offer businesses a few benefits in terms of saved time and resources, the quarterly plan makes up for it in more ways than one. Here are a few standout perks of opting for a quarterly planning cadence in your marketing department:

It’s Easier To Make Quick Adjustments

Creating and deploying a quarterly marketing plan allows for quick adjustments based on changing market conditions or emerging trends, making it much easier to adapt to unforeseen challenges and opportunities.

With shorter planning cycles, decision-makers can act on data and insights more promptly to optimize strategies in real-time.

They Enable Sharper Focus

Unlike most annual plans, quarterly plans allow a more regular measure of marketing goals, enabling you to hone a sharper focus on achievable action items in the short term. This prevents the diversion of resources and efforts to less impactful long-term goals. Quarterly plans also give your team the room to iterate and experiment more frequently, fine-tuning their marketing strategies over time until you find a formula that works best for your business.

They Fit Snugly Into Your Existing Annual Planning Cadence

Quarterly plans fit within the framework of annual plans and should break down annual goals into manageable, bite-sized quarters, ensuring the business stays on track. They should also provide a feedback loop to the annual planning process to allow gathered data to inform adjustments to the annual plan for the upcoming year.

The Art of Crushing It: Goals for a Successful Quarterly Marketing Plan

Creating a new marketing plan every quarter may sound daunting, but so long as you have a solid idea of your goals and how you want to achieve them, you’ll be well on your way to success.

To give you a head start, we’ve compiled a sample of goals and best practices that you can use when developing your quarterly plan:

1. Review Your Yearly Goals

Defining a quarterly marketing plan isn’t meant to replace your traditional yearly plan or set of SMART goals. Instead, the idea is to help you achieve those goals with much greater effectiveness by providing the opportunity to realign and re-strategize multiple times throughout the year.

So, before you get started creating your first quarterly plan, make sure to review the SMART goals your marketing team has set for the year. This can help define the quarterly roadmap for the next three-month period, as any planned marketing activities should more or less relate back to that original set of goals and help you attain them.

2. Identify New Focal Points

Striking a balance between steadfastness and agility can be tough in marketing — but there is a way to have both. Right after you’ve reviewed your yearly goals, sit down with your team and highlight any new focal points before solidifying your quarterly plan.

Of course, time-sensitive opportunities may crop up that are impossible to foresee. Shuffling a couple of these into your already-built quarterly plan is fine, but it’s important to identify which are truly critical or of high value, and which can be deferred to the next quarter — where you can plan for them more meaningfully.

3. Perform a SWOT Analysis

SWOT stands for strengths, weaknesses, opportunities and threats. In short, a SWOT analysis is a method for identifying your strengths and weaknesses as a brand — aspects of your business that you have control over. On the other hand, the opportunities and threats aspect of a SWOT analysis allows you to shine a light on more external factors that could help or hinder you from realizing your objectives.

Alongside your yearly SMART goals, a quarterly SWOT analysis can help refine your approach to marketing for that quarter even further by making you aware of all the most relevant considerations.

4. Identify Your Target Audience and Refine Your Ideal Buyer Persona

Target audience is a term a lot of marketers may be tired of hearing, but identifying it is completely necessary for success. Here, you’ll want to dive into customer interviews and surveys to refine buyer personas. Supplemental to that, it’s important to conduct some research to assess competitors’ content, ad placements and engagement strategies to identify gaps and opportunities to outperform them.

5. Create a Content Plan

We’re partial to creativity at Brafton. So, when it comes time to create your content plan for the quarter, develop a strategy that includes some engaging content formats like interactive quizzes, augmented reality (AR) experiences or virtual events to help capture attention. Of course, these activities should align with your brand and target audience, but there’s plenty of room to play around and step outside the traditional.

You should still be using all the tried and tested, familiar channels (because we know they work), but don’t be afraid to try new things and see if they land. If not, there’s always next quarter to tweak and refine content.

6. Plan Your Marketing Activities

Lastly, you’ll want to plan out your marketing activities for the quarter. These should stretch beyond the assets you’ve planned in the content planning phase and include engaging and collaborative ventures that your target audience can actively participate in. Here are a few ideas to spark inspiration:

• If suitable for your brand, incorporate unconventional, low-cost marketing tactics like flash mobs, street art or guerilla marketing stunts to generate buzz.
• Seek unique collaborations or partnerships with industry players to expand your reach.
• Implement sustainability and social responsibility initiatives and employee advocacy programs to increase appeal.
• Think of ways to incorporate gamification elements in your marketing efforts to drive engagement and loyalty.
• Try out more immersive experiences, such as pop-up shops or branded events, to help create memorable brand interactions.

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Measure Up or Miss Out: Keeping Score of Your Marketing Strategy

Next up, measuring for success. If you’re not tracking marketing metrics and keeping your own score, it can be difficult to know whether you’re ahead or behind where you’d like to be in terms of achieving your goals.

Track Key Performance Indicators (KPIs)

KPIs will vary between businesses depending on the overarching goals and objectives for the quarter, but it’s important to measure them no matter what they are.

If your focus is on social media for a particular quarter, consider tracking actionable metrics such as:

• Paid and organic reach.
• Click-through rate (CTR).
• Engagement rate.

Just make sure that, no matter what KPIs you choose to track, they present actionable data and aren’t surface-level vanity metrics. If you need help deciding what might be considered actionable vs. vanity, read on.

Avoid Vanity Metrics

There are hundreds of ways to measure success in marketing, but it’s important to get one thing straight: value over vanity metrics.

Valuable metrics are often direct, actionable measurements that are easily related back to ROI, whereas vanity metrics are a bit more hollow and lack substance. Examples of value metrics include things such as conversion rates and sales.

Vanity metrics, such as page views and social media followers, can still be valuable (especially if one of your goals is to increase social media presence, for example), but they generally aren’t enough to measure success in the grand scheme of your marketing plan.

Use a Content Marketing Platform

Using a content marketing platform that’s been built and tested by content marketers is extremely beneficial. Platforms like this allow your marketing team to plan months in advance — which means you can start shaping your next quarter right now to stay one step ahead.

This type of tools make organization easy. Label specific campaigns and create unique names and identifiers to find exactly what you’re looking for. When you start rolling out quarterly plans, they can build up quickly. Being able to navigate to each one for review helps speed the process along.

Borrow, Tweak, Succeed: Your Marketing Plan Template Makeover 

We know this is a lot to take in, and if you already have an annual marketing plan in place, creating a new quarterly one from scratch might not sound like the most fun. The good news is that we’ve created a blog detailing the key components of a marketing plan and included a free, downloadable template .

All you have to do is borrow it (download it, it’s yours to use and reuse), fill it out and tweak it as you see fit. While we tried to make it as robust as possible, the importance of conducting your own research cannot be overstated. This is just a template, after all, and should be used as such.

Add sections that you need and forget about those that you don’t! We trust that you know your niche best.

Spice Up Your Digital Marketing Strategy With Different Flavors of Plans

But wait — there’s more. The more frequent cadence of quarterly marketing plans allows you to create hyper-specific plans for particular times of the year. Need some ideas? Consider adding these marketing plans to your roster throughout the year:

• Seasonal plan.
• Product launch plan.
• Influencer collaboration plan.
• Community engagement plan.
• Event-based plan.
• Customer retention plan.
• Sustainability and CSR plan.
• Mobile-first plan.
• Inclusive marketing plan.

Enough Talk. It’s Time To Build Your Own!

You heard it here: The secret to becoming more agile and sharpening your focus lies within the quarterly marketing plan. Shorter windows and more opportunities to review, realign and adjust are a recipe for marketing success.

Better still is the ability to view and manage your quarterly plans all in one place. Brafton’s Content Marketing Platform enables you to do just that — like clockwork.

Join tens of thousands of global enterprise users and request a free trial today.

By Chad Hetherington

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15+ Marketing Report Examples with Templates

By Jennifer Gaskin , Dec 12, 2023

If you’re a modern marketer, you probably live and die by your company’s KPIs, and you can probably talk in detail from memory about your monthly traffic. But communicating that information to others isn’t always so easy, which is why your team needs a stable of marketing report templates.

Learn more about what a marketing report template is, why you need one and why you’re missing the boat if you’re not including engaging visuals in your marketing reports. And when inspiration strikes, use Venngage’s report maker and marketing report templates to create a professional, informative marketing report for your company or agency.

Click to jump ahead:

What is a marketing report, what is the content of a marketing report, marketing report examples for informed decisions, what is the use of a marketing report, how do i write a marketing report, what makes a good marketing report.

A marketing report is a document that analyzes the performance of your marketing strategy or the success of marketing campaigns, and/or makes recommendations regarding potential future campaigns.

A marketing report presents an analysis of all the data gathered from a particular marketing strategy or campaign, measured against a predetermined set of goals and key performance indicators (KPI). From there, you can understand what works and what doesn’t, and learn about ways you can improve future marketing efforts.

It can be a one-pager like this one, which focuses on a company’s website traffic across different devices:

But it can also contain multiple pages, like this marketing report that analyzes the performance of marketing efforts in Q3 as well as next steps for Q4:

As we’ll explore later, there are many types of marketing reports, but most often, these reports include marketing metrics like traffic and engagement rates.

Like many other types of reports companies generate, the content of a marketing report typically extends to facts and data.

In this case, though, the facts and data are most often related to the marketing efforts a company is undertaking. They differ from, say, financial reports, which will typically focus on metrics like sales, expenditures and revenue.

And just as a financial report can be used to gauge the fiscal health of a company, a marketing report can be used to better understand the state of a firm’s marketing efforts and how they’re measured against KPIs, like in the example below:

The most common types of content in a marketing report include:

• Projected outcomes
• Campaign results
• Impressions
• User analysis
• Recommendations

Of course, depending on the type of the report (which we’ll talk about in a second), the content can vary. Here’s an example of a quarterly marketing report that focuses on product sales and strategy:

Marketing reports have a wide range of uses, from keeping tabs on campaigns in nearly real-time to making recommendations about budget and strategy to better understanding users. The best use of a marketing report for your company will depend on what you’re hoping to get out of it.

Here are some good questions to ask before deciding what type of marketing report to use:

• What marketing data do we collect?
• How often do we collect it?
• Who makes our marketing decisions?
• What types of information will inform them best?
• How much time do we have to review reports?

Generally, you can divide marketing reports into two broad types: data-driven and text-driven.

While both types should, of course, have both data and text, the difference is that in data-driven marketing reports, the numbers are the star. Conversely, with text-driven marketing reports, the purpose is analysis or recommendations.

Let’s look a bit closer at the differences:

Data-driven marketing reports

Digital marketing report.

In our internet age, digital marketing accounts for the lion’s share of the average company’s marketing spending. In fact, in 2021, one report found that digital marketing comprised 58 percent of marketing budgets — and it’s expected to grow by another 15 percent in 2022.

This template, based on our analysis of Hubspot data , is an excellent entry point for how your company can better visualize all types of information for your digital marketing report.

We partnered with HubSpot to create this report, containing up-to-date data on marketing trends and insights you all need to know for 2022. Want to see the full report? Download it for free here .

Social media marketing report

For most companies, social media is one of their most important ways to reach consumers. Social media reports can cover broad areas or specific campaign results — or they can do both.

This social media marketing report presents the performance of three different social media channels (Facebook, Instagram, and Twitter) for a marketing campaign called “Make Someone Smile”:

If you want some more inspiration, here’s another social media report template for the same campaign. This particular one focuses on the planning phase of the campaign, as it talks about the objectives, the target audience, as well as the actual strategy:

You can certainly use both templates to plan and report on the performance of your social media marketing campaigns!

Monthly marketing report

Marketing isn’t a one-time, set-it-and-forget-it prospect, so having several templates on hand that can help your company track metrics in close to real-time is important.

Consider using a monthly marketing report template like this one, which is ideal for companies that need to get better insight into their user base.

Email marketing report

Email continues to be a critical channel for marketers, and email marketing reports are a necessity for modern teams. Given the plethora of metrics related to email marketing , it’s even more important for these types of marketing reports to be straightforward and simple to understand.

Weekly marketing report

While this template was created for a sales team, it’s perfectly applicable on the marketing side of operations as well. Using this type of template for your marketing team is an excellent way to make sure your colleagues (and executives) take note of important metrics as they occur.

SEO marketing report

Search engine optimization is one of the services most commonly offered by marketing agencies, teams and departments, so being able to chart things like organic traffic and engagement with charts like those in this report is crucial.

Did you know we did a survey about the role of visuals in content marketing? Check out the results of the survey here.

Marketing KPIs report

As they say in sports, stats don’t lie, and marketing teams often live and die by KPIs. Use a template like this to visualize how your campaigns are going on various channels and how well you are engaging with users.

Marketing statistics

In addition to keeping tabs on how successful your company is in marketing itself on a weekly or monthly basis, the concept of marketing itself can be the subject of a marketing report, such as in this example, which shares a series of marketing statistics.

Text-driven marketing reports

Marketing research report.

When your marketing report doesn’t need to focus on rapidly changing metrics, consider a template like this one that will allow you to dig into the WHY of your numbers, telling data-driven stories that can help your company’s decision-makers chart the best course for the company.

Learn more about using data to tell a story about your brand .

Marketing analytics report

Marketing analytics reports can be in-depth, as the previous example, or they can be short and sweet, sharing a few key metrics but focusing largely on taking the reader through the information with well-placed analysis.

Marketing strategies report

Whether you’re a consultant or an internal worker, marketing strategies reports can help you explain why you think a certain strategy or tactic is best. Use this template to sell your services or sell your higher-ups on a bigger budget or emergence into a new channel.

Marketing agency report

Marketing agency reports can also help your company establish its thought leadership in your space. Take a page from this template and forecast trends in your field or make a policy recommendation by creating a whitepaper.

Team marketing report

Use this project status template as a team marketing report to keep your department on track. Particularly if your marketing team is remote, ensuring everyone is working toward the same goal on the correct pace is critical. If you’re launching a new campaign, a template like this can help everyone visualize what’s to come.

Some marketing reports will be almost entirely data, meaning you won’t have to write much at all. Others can be very heavy on text, including analysis and recommendations.

A good rule of thumb, though, even if your marketing report does rely heavily on data is to make sure that each chart or table is clearly explained with a small header, usually above the chart. Here’s an example of how that looks:

Depending on its purpose, you could also provide more analysis or key takeaways within the body of your marketing report:

The easiest way would be to choose the type of marketing reports you want to create, pick a template of that type and edit using the existing content! If you want to make your marketing report reflect your brand, you can add your brand colors and logos using Autobrand:

And apply all branding elements to the report using My Brand Kit :

Regardless of whether it’s data-driven or text-driven, a good marketing report should tell you something you didn’t already know. In the context of a company or marketing team, that means providing insight about your marketing campaigns.

For example, if you’re creating a marketing report for your colleagues, they may already know that a certain social media channel is your most successful, so simply reporting those numbers may not do much good. A truly useful marketing report will help them make mental connections. That could mean showing that the previously mentioned channel has had a certain number of weeks of growth or decline, or some other useful insight.

Wisely using visuals can help in this effort. That’s because the human brain processes things like charts and graphs more quickly and more effectively than text.

This marketing report about user demographics, for example, can give readers information in the blink of an eye that they would need to read paragraphs of content to understand.

And even if they understood it intellectually, visualizing data can make information more memorable, and in the context of a fast-paced marketing department, making information sticky is critical. Related: 20 Professional Report Cover Page Examples & Templates [100% Customizable]

In summary: Marketing reports can tell you where your company sits in the minds of consumers — and where you need to go.

There’s no shortage of marketing data generated by the average company over the course of a day. In fact, in the time it’s taken you to read this post, your KPIs have probably changed a little bit. Harness the power of data visualization and analysis to enable better decision-making in your company.

You can easily create a marketing report using Venngage’s easy-to-edit templates . It’s free to get started.

How to present marketing reports to your board (w/ template)

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For marketing leaders, board meetings usually mean standing in front of a group of people for a very small window of time and somehow making sure they are getting across where the entire marketing function stands, from KPI performance, important milestones achieved, current priorities, all the way to potential challenges and how they plan to overcome them.

The challenge here is finding the right balance between offering the right level of detail that shareholders need to get the answers they want, and not getting sidetracked with nonessential topics that will often lead to more questions, doubts, or concerns.

Having a concise, executive, and clear structure to guide the conversation along is what will set you up for success from the start.

What marketing slides should you bring to board meetings?

Whether you are putting together a presentation for a monthly, quarterly, or annual board meeting, consider what type of questions the board would like answered in the meeting, as well as what are the exact takeaways that you would like them to remember from the meeting. To learn more about what to expect from and how to prepare for a board meeting, check out this podcast episode hosted by our founder, Stijn Hendrikse.

Marketing outcomes, costs, and KPIs

As you will hear from Stijn, board members are usually interested in learning how their investment is doing and if the performance of their investment has proven to achieve the targets initially set forth. That’s why you should always offer an overview of outcomes, costs, and performance. It’s particularly helpful to show how your funnel and KPIs are progressing, comparing targets to actuals. This will help you present a clear picture to the board in regard to what is working well and where additional focus is needed to perform against expectations. 

Marketing trends overview

It’s also very helpful to showcase the ebb and flow of some of these outcomes. Not only do you want to present the total number of MQL conversions versus targets, for example, or the current state of your SEO performance. You want to show the fluctuations in time and trends that have led you to where you currently are, allowing you to dive slightly deeper into when, how, and why there have been positive or negative impacts.

High-level summary 

Because these types of slides tend to be “data-heavy”, make sure you always include one at the end where you summarize highlights and challenges (including how you overcame these), as well as the next steps or upcoming initiatives for marketing. This will allow you to end your presentation on a high note, as you tie up all of the information you have laid out and present a clear path ahead to keep moving towards your targets.

It is likely you will be asked to go deeper into certain slides or data, so make sure you create additional slides to build further into your plans if needed. 

To give you some additional help, we have created this free template for you to create your own Marketing report for your next board meeting.

Ace your next board presentation with our marketing report slides template

Fill out the form below to get your copy of our marketing board presentation slides template, with examples of six essential slides covering performance, learnings, and next steps.

How to present marketing performance to your board

Presenting marketing performance to your board is a critical task that demands precision and clarity. Focusing on results is something you’ve probably heard a lot when putting together executive presentations. As a marketing leader, your ability to focus on results and address questions that arise from hard numbers can make or break your board presentation. Let’s dive into some strategies and insights you need to communicate your marketing results effectively.

Choose the most relevant set of KPIs

Depending on the objectives and priorities of your marketing function, you’ll want to choose the right set of KPIs to show the performance of recent (or historic) marketing efforts, from conversions and website sessions and visitors to customer churn, conversion rates, and customer acquisition costs. Think about previous board meetings and the type of questions or concerns that have been raised to make sure you are able to address and show progress on these.

Consider including your performance against these 10 B2B SaaS Metrics and KPIs in your next board presentation.

Focus on the bigger picture 

A board of directors is usually focused on big-picture and strategic decisions that have a long-term impact on the company's growth. This group of executives is in charge of making decisions to protect their investment and ensure the company is making consistent progress on its goals. Every part of your presentation and the way you frame your ideas needs to support the answer to these core questions:

• Why is this important?
• How does this support the company goals?
• What is the long-term impact? 

Bearing these questions in mind as you cover the concrete and measurable results you’ve driven in a specific period of time will help you go through a smoother Q&A at the end of the presentation –and perhaps even avoid it altogether!

Present accurate and reliable numbers

Board members need to be able to trust the numbers you are presenting. That’s why as a Marketing leader, you are expected to be on top of the performance of your initiatives and KPIs. Make reviewing your funnel trends, your pipeline growth, your conversion rates, and your website traffic a regular habit, and make sure that before you present anything to the board you confirm every single MQL count, conversion rate, deal size, etc., within your CRM, across your marketing team, as well as with your CEO. 

Prioritize visuals over text

When choosing how to present information, especially when it comes to data, always choose visuals over text. Images and media, in general, help communicate data in a much more effective way than words can.

Using graphs, bars, and charts to present the ebb and flow of your funnel, website sessions, and any other preferred KPIs will ensure your audience retains and digests the information more easily.

Give as much context as possible needed 

When presenting hard numbers, you should always put them in context. Tie your numbers back to historical data, your company goals, industry benchmarks, or the competitor landscape to point out any positive or negative trends to action upon.

Do not present data if it is not actionable

This is less about withholding information and more about defining a clear strategy to action on the data you’ve presented. Board members appreciate concise and purposeful information that guides decision-making and drives results. This proactive approach not only highlights your problem-solving abilities but also demonstrates your commitment to achieving results.

Pro tips from Silvia Parra, senior fractional CMO at Kalungi:

• More frequently than not, board members are not known for their availability, which means that you need to be concise. Stick to the scope and agenda of your presentation.
• While it’s great to incorporate storytelling and humor, avoid getting sidetracked. Be clear and keep it simple.
• If you had to pick two or three points you want them to remember, which ones would they be? What do they care about? What are their main concerns? You can get some insights from the conversations and interactions you’ve had with them in the past. What topics are recurrent? What comes up often in meetings that you have with the executive team? 
• To keep the audience engaged, avoid using jargon and industry-specific terms unless you are completely sure that everybody in the room will understand. If you need to use technical terms or industry-specific jargon, make sure you explain what it means –not everyone will be an expert in your area of expertise.
• Try to rely on your slides as little as possible so you can connect with your audience and read their reaction. If you sense disagreement or confusion, go deeper into the topic you are addressing and keep that connection on while you present. 

Mastering the art of presenting marketing performance to your board requires a strategic approach that prioritizes clarity, relevance, and trustworthiness. By choosing the right KPIs, focusing on the bigger picture, and providing a clear strategy ahead, you can make your board presentations not only informative but also engaging and impactful. And remember: don’t miss out on our template to create your own marketing slides to be one step ahead of your next board meeting! Get your copy below.

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As the name of this template implies, it's best used for presenting marketing reports, but you can adapt it for other business-related purporses. In any case, we've made sure to create a visually attractive slide deck. There's a great contrast between the colors, modern layouts and some illustrations from Storyset.

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• Includes information about fonts, colors, and credits of the free resources used

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Bank of America to Report First-Quarter 2024 Financial Results on April 16

April 9, 2024 at 9:00 AM Eastern

CHARLOTTE, NC – As previously announced, Bank of America will report its first-quarter 2024 financial results on Tuesday, April 16.  The results will be released at approximately 6:45 a.m. ET, followed by an investor presentation at 8:30 a.m. ET.

The news release, supplemental filing and investor presentation can be accessed at Bank of America’s Investor Relations website at https://investor.bankofamerica.com/quarterly-earnings .

Investor Conference Call Information

For a listen-only connection to the investor presentation, dial 1.877.200.4456 (U.S.) or 1.785.424.1732 (international). The conference ID is 79795. Please dial in 10 minutes prior to the start of the call. Investors can also listen to live audio of the conference call and view the presentation slides by visiting the “Events & Presentations” section of the company’s Investor Relations website.

Replay information for Investor Conference Call

Investors can access replays of the conference call by visiting the Investor Relations website or by calling 1.800.934.4850 (U.S.) or 1.402.220.1178 (international) from noon on April 16 through 11:59 p.m. ET on April 26.

Bank of America

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,800 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 57 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).

Investors May Contact:

Lee McEntire, Bank of America Phone:  1.980.388.6780 [email protected]

Jonathan G. Blum, Bank of America (Fixed Income) Phone: 1.212.449.3112 [email protected]

Reporters May Contact:

Bill Halldin, Bank of America Phone: 1.916.724.0093 [email protected]

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.

Content contained herein may have been produced by an outside party that is not affiliated with Bank of America or any of its affiliates (Bank of America). Opinions or ideas expressed are not necessarily those of Bank of America nor do they reflect their views or endorsement. These materials are for informational purposes only. Bank of America does not assume liability for any loss or damage resulting from anyone's reliance on the information provided. Certain links may direct you away from Bank of America to an unaffiliated site. Bank of America has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. When you visit these sites, you are agreeing to all of their terms of use, including their privacy and security policies.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “ MLPF&S ” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“ BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member  SIPC  and a wholly owned subsidiary of BofA Corp.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC , and a wholly-owned subsidiary of Bank of America Corporation (“ BofA Corp.”). Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. (“ MLLA ”), a licensed insurance agency and wholly-owned subsidiary of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA :

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation ( BofA Corp.).

"Bank of America" is the marketing name for the global banking and global markets business of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, BofA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, both of which are registered broker-dealers and Members of  SIPC , and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. is registered as a futures commission merchant with the CFTC and is a member of the NFA.

Company goals are aspirational and not guarantees or promises that all goals will be met. Statistics and metrics included in our ESG documents are estimates and may be based on assumptions or developing standards.

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