Claravo

Templates Marketing and social

Presentation · 6 slides

Quarterly marketing report template for PowerPoint

Results against goals by channel, what drove them, and what to change.

Free: it uses no credits. You get your own copy to edit, in the look you pick here.

Look: Magazine

When to use it

Use it each quarter to show marketing results against goals, by channel, and what you will change.

How to use it

  1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
  2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
  3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

  1. Marketing report [company] · [quarter]
  2. The quarter in one slide Did marketing deliver what [quarter] needed?
  3. Results against goals Leads against which goal?, Pipeline against which goal?, Spend against which budget?
  4. By channel A table: Channel, Spend, Result, Verdict
  5. What we will change What will we do more of? What will we stop?
  6. Next steps The budget and decisions we need for next quarter.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

  • {{quarter}}
  • {{company}}
  • {{leads}}
  • {{pipeline}}
  • {{spend}}
  • {{spend_1}}
  • {{result_1}}
  • {{spend_2}}
  • {{result_2}}

What is inside

Marketing report
{{company}} · {{quarter}}
Slide 1
The quarter in one slide
Did marketing deliver what {{quarter}} needed?
The main result
The main surprise
The main change for next quarter
Slide 2
Results against goals
{{leads}}
Leads against which goal?
{{pipeline}}
Pipeline against which goal?
{{spend}}
Spend against which budget?
Slide 3
By channel
ChannelSpendResultVerdict
Which channel?{{spend_1}}{{result_1}}Keep, change or stop?
Which channel?{{spend_2}}{{result_2}}Keep, change or stop?
Slide 4
What we will change
What will we do more of?
What will we stop?
Slide 5
Next steps
The budget and decisions we need for next quarter.
1. First action — who owns it — by when
2. Second action — who owns it — by when
3. The decision we need, and by when
Slide 6