Marketing Quarterly Review Template
Build a structured quarterly marketing review. Track channel performance, measure goal progress, analyze budget variance, and plan your next quarter — all in one interactive template.
Quarter Selection
1. Executive Summary
High-level overview of the quarter. Summarize what happened, what went well, and what held you back.
2. Channel Performance
Track spend, leads, and revenue for each marketing channel. ROAS is calculated automatically.
3. Goal Progress
Add up to 8 goals with target and actual values. Achievement percentage is calculated automatically.
4. Budget Review
Compare planned vs actual spend per channel. Variance is calculated automatically.
5. Next Quarter Plans
Outline priorities, experiments to run, and any budget shifts for the upcoming quarter.
Quarterly Scorecard
Auto-generated from the data above. Updates as you fill in each section.
Total Spend
$0
Total Revenue
$0
Blended ROAS
0.00x
Goal Achievement
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Year-over-Year Comparison
Enter last year's Q3 figures to see how this quarter compares.
Enter last year's figures above to generate a year-over-year comparison.
Quarterly Review Best Practices
Choosing the Right Metrics
Focus on 5-7 metrics that directly connect to business objectives. Vanity metrics like raw impressions are useful only when awareness is the goal. Pair volume metrics (leads, traffic) with efficiency metrics (CPA, ROAS) to get the full picture. If a metric does not drive a decision, remove it from your review.
Presenting to Leadership
Start with the scorecard: total spend, revenue, and ROAS tell the financial story in under 10 seconds. Then move to goal progress to show what the team committed to and delivered. Save channel details for the appendix. Executives care about outcomes and trends, not campaign-level granularity.
Metric Selection Framework
Use the ICE framework for each metric: does it have Impact on revenue, is it within your Control, and is it Easy to measure accurately? Score each 1-5. Metrics scoring below 9 total are candidates for removal. This prevents your review from becoming a data dump and keeps the conversation focused on what you can actually improve.
Building an Action Plan
Every quarterly review should produce 3-5 concrete actions for the next quarter. Each action needs an owner and a measurable target. Carry forward unfinished actions from the previous quarter. The best reviews are not retrospectives that gather dust — they are living documents that shape next quarter's strategy and budget allocation.
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