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Quarterly marketing summary report for a dental group, with results against last quarter, a channel donut, a spend table and a trend line

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About this Quarterly Marketing Summary Report one pager template

A quarterly marketing summary report shows what the marketing money bought, compared with last quarter. This sample is for a group of six dental offices: new patients, cost per patient, online bookings and the Google rating against Q2, a donut of where new patients came from, and a table of spend, results and cost per patient for every channel with a total. A six-month trend and three moves for next quarter finish it. Owners, practice managers and agencies use it to decide where next quarter's budget goes.

Quarterly Marketing Summary Report One-Pager Template

A dental group's quarter of marketing: four results against last quarter, where new patients came from, spend and cost per patient by channel, the monthly trend and next quarter's moves.

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What’s on it

  • Trend chartQ3 Against Q2
  • Short summaryThe Quarter in Two Sentences
  • Donut chart of the mixWhere New Patients Came From (%)
  • TableSpend and Results by Channel
  • Line chart over timeNew Patients a Month
  • Numbered stepsNext Quarter

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