Quarterly Marketing Report Template

Why Your Agency Needs a Quarterly Report Template

A quarterly marketing report template simplifies creating quarterly reports, giving you a clear and organized way to present key data without scrambling for information. With a well-structured quarterly report layout, you save time by pulling everything into one place, making it easy to deliver the insights your clients expect.

Focusing on key performance indicators that matter most, a quarterly report provides a clear picture of your client’s long-term results. It shows what’s driving success and highlights trends that shorter reports might miss. This helps your clients make informed decisions for the next quarter, reinforcing your role as a strategic partner.

Rather than just listing numbers, a well-crafted quarterly report tells the story behind the data, connecting your efforts to tangible outcomes. It’s not just about tracking metrics–it’s about showing clients the value of your work in a way they can easily understand. 

8 Sections To Include in Quarterly Reports

When you create quarterly reports, it’s essential to focus on the metrics and insights that give clients a complete picture of their company’s performance over the past three months. Quarterly reporting consolidates the most relevant data, helping clients see key trends and make informed decisions. 

Let’s dive into the essential sections every quarterly marketing report should include to ensure clarity and impact.

1. Cover Page

A professional-looking, branded cover page sets the tone for your quarterly reports, immediately reinforcing your agency’s credibility and attention to detail. It’s the first thing clients see, so it makes a lasting impression by aligning with your agency’s branding–logos, colors, and fonts. 

Beyond aesthetics, a branded cover page helps clients instantly recognize the report as part of your agency’s work. 

The ability to save your report design as a custom template means you can reuse it for every client, ensuring consistency while saving time. Once your branded layout is set, it’s easy to apply it across multiple reports, streamlining the process without sacrificing quality.

2. Executive Summary 

Including an executive summary at the beginning of a report template is essential for presenting the most important insights in a clear and concise manner. An effective executive summary highlights the biggest wins, market trends, challenges, and opportunities, helping clients grasp the report’s main takeaways at a glance and allowing them to focus on the data that matters most. 

A well-structured quarterly marketing report summary offers a comprehensive overview of your client’s performance while focusing on critical insights. Remember to keep things high-level, as you are covering a long time period than you would with a monthly marketing report template. To ensure your summary is effective, follow these best practices:

• Highlight key metrics to identify trends, measure progress over the quarter, and generate actionable recommendations.

• Clearly outline any potential risks or challenges that could impact the future results of marketing efforts.

• Keep the language concise, focusing on high-level takeaways that clients can easily understand. If client's need more granular insights or details regarding their marketing campaigns, consider switching to a monthly marketing report template.

3. Web Analytics

Web analytics data in marketing reports tracks how users interact with a client's website, including Google Analytics, Matomo, or similar platforms. It provides vital insights into traffic sources, behavior, and conversions, offering a complete picture of user engagement.

Including web analytics in a quarterly report allows marketing agencies to present data on key metrics directly impacting the client’s overall performance. By identifying trends in traffic, bounce rates, and conversions when you create marketing reports, clients gain a clear understanding of how their digital presence is evolving.

4. Paid Ads 

Paid ads data from platforms such as Google Ads, Microsoft Ads, or StackAdapt tracks how well paid campaigns perform. It measures key metrics like impressions, clicks, conversions, and return on ad spend (ROAS), providing a clear view of paid media impact. This marketing campaign performance data helps assess ad performance over a three-month period, which aids in identifying long-term trends and balancing out short-term fluctuations.

By analyzing trends in ad spend, cost-per-click (CPC), and conversions, you provide clients with a clear understanding of the effectiveness of their advertising strategies.

5. SEO 

SEO data, including keyword rankings, Google Search Console metrics, and insights from tools like Semrush, track a website's performance in search results. It provides essential metrics like search visibility, keyword performance, and organic traffic, offering a clear picture of how SEO strategies drive results.

In a quarterly report, this data tracks improvements and identifies areas for further optimization, giving clients a complete understanding of their growing search presence.

6. Social Media

Tracking critical social media metrics from platforms like Facebook, Instagram, and LinkedIn helps gauge the performance of your clients' social strategies. Important social media marketing metrics include impressions, clicks, engagement rates, follower growth, and conversions, all of which clearly show how social media efforts drive results over a quarter.

Using charts to visualize engagement and reach trends provides deeper insight into campaign effectiveness, while conversions tie social efforts directly to revenue. This level of analysis helps clients understand the ROI of their social media investment, ensuring that each platform contributes toward their broader revenue goals.

7. Sales 

Sales metrics from platforms like Salesforce, HubSpot, HighLevel, or Keap provide essential data on lead conversions, deal value, and overall pipeline health. These provide both the sales and marketing team with insights into how sales efforts directly impact revenue growth and client acquisition over the quarter.

Including these sales metrics in a broader digital marketing report or quarterly sales report template offers a comprehensive view of marketing strategy and sales performance. This combined approach highlights the full impact of the client’s investment, emphasizing the value of an integrated marketing and sales strategy.

Customizable Quarterly Report Templates To Meet Client Needs 

Every client’s goals, marketing strategies, and data needs differ, and a quarterly report template should reflect that. By adding metrics from other integrations–including custom CRM data, financial performance metrics, email marketing platforms, or specialized analytics tools–you ensure that your client reports are as comprehensive as needed.

This flexibility makes it easy to create customized reports that align with each client’s specific goals, giving them the insights they need. Easily pull in niche metrics using Google Sheets or integrate data from over 80 marketing platform integrations–the ability to go beyond standard reporting helps deliver a more meaningful analysis.

Streamline Reporting With a Quarterly Marketing Report Template and Focus on What Matters

Using a quarterly report template speeds up and streamlines your reporting process, giving your team more time to focus on what truly matters: crafting successful campaigns and delivering exceptional results. 

Instead of spending hours pulling marketing data from different platforms, streamline everything into a professional, data-driven report that builds trust and keeps clients informed.

As your agency grows, these templates are easy to duplicate and adjust for new clients, keeping workflows efficient without adding extra work. Automation ensures consistent, professional reporting while saving valuable time that your marketing teams reinvest in optimizing campaigns and building stronger client relationships. 

It’s a smart way to grow while maintaining top-quality service.

Looking for more marketing report examples? Browse the complete collection of professional marketing report templates available with AgencyAnalytics. Try them all for yourself with a 14-day free trial.

I love it. You log in once, and AgencyAnalytics does the rest. The information is always up to date, and with the template builder for reports and dashboards, reporting to clients becomes very straightforward.

Abigail Jessurun

Brandstax