Analytics Reports
Scheduled reports and ad-hoc analysis
Overview
Report schedule and templates for performance analysis and business intelligence.
Report Schedule
Weekly Reports
| Report |
Audience |
Day |
Content |
| Pipeline Review |
Sales + Leadership |
Monday |
Pipeline status, actions |
| Marketing Metrics |
Marketing |
Friday |
Leads, MQLs, campaigns |
| Delivery Status |
Delivery |
Friday |
Project status, risks |
| Activity Summary |
Sales Leadership |
Friday |
Team activity metrics |
Monthly Reports
| Report |
Audience |
Due |
Content |
| Marketing Performance |
Leadership |
5th |
Full funnel analysis |
| Sales Performance |
Leadership |
5th |
Pipeline, forecast, win/loss |
| Operations Review |
Leadership |
10th |
Utilization, delivery, CSAT |
| Financial Review |
Finance + Leadership |
15th |
Revenue, margins, AR |
Quarterly Reports
| Report |
Audience |
Content |
| Business Review |
Leadership |
Full performance review |
| Marketing ROI |
Leadership |
Channel ROI, attribution |
| Client Health |
Leadership |
NPS, retention, expansion |
Report Templates
Marketing Monthly Template
# Marketing Performance — [Month Year]
## Executive Summary
[3-5 sentence overview]
## Funnel Performance
| Stage | Target | Actual | vs. Target |
|-------|--------|--------|------------|
| Leads | X | Y | +/-% |
| MQLs | X | Y | +/-% |
## Channel Performance
[By-channel breakdown]
## Campaign Highlights
[Top performing campaigns]
## Insights
[Key learnings]
## Next Month Focus
[Priorities and goals]
Sales Monthly Template
# Sales Performance — [Month Year]
## Revenue Summary
- Closed Won: $X
- Pipeline Added: $Y
- Pipeline Removed: $Z
## Win/Loss Analysis
[Patterns and insights]
## Forecast
[Next month projection]
## Focus Areas
[Priorities]
Ad-Hoc Analysis
| Type |
Trigger |
Turnaround |
| Campaign deep-dive |
Post-campaign |
1 week |
| Competitive analysis |
Request |
1-2 weeks |
| Market sizing |
Strategic planning |
2-4 weeks |