Quarterly report templates that drive better insights

A quarterly report is a business document used to present performance metrics, financial results, and strategic updates every three months. You leverage this report to track progress, gain clarity, and inform key decisions. Industries including finance, tech, and healthcare rely on these reports for growth.

The goal of quarterly report templates is to equip you with effective layouts that simplify data presentation, streamline reporting processes, and help you communicate performance insights with clarity and precision.

A quarterly report template typically includes:

1. Executive Summary: Brief overview of quarterly performance
2. Financial Analysis: Comprehensive review of financial metrics
3. Market Trends: Current market trends and forecasts
4. Action Plan: Strategic steps for future success

Each section helps you analyze data, track trends, and plan effectively. These sections ensure your report is comprehensive and actionable.

Storydoc’s AI engine scans your provided materials including websites, PDFs, and input text to automatically craft your template content. It applies your brand’s tone, messaging, visual style, and colors while offering design and writing assistant features that let you modify, personalize and update slides instantly.

With traditional PPT, PDF, Doc, plain HTML, or print, you blend in. They are static, hard to navigate on mobile, lack analytics, and cannot be personalized with dynamic variables.

Storydoc’s interactive quarterly report design brings your data to life with engaging animations, annotations, narration, and built-in conversion tracking that empower you to stand out.

Storydoc templates are 2x more engaging than agency-made proposals. They cost less, enable 5x faster creation, and provide full control over updates. You can instantly correct errors, adjust content, and secure access to your quarterly report for maximum audience impact.

Start working on your quarterly report with our AI report maker