E.g. lines with your own numbers.
This is built from the quarter’s three monthly reports, the same way each monthly was built from its weeklies: sum the raw numbers across the three months, then recalculate every ratio from those totals. Deliver this as a meeting, with the deck sent a couple of days ahead so sections 1 and 2 can be read in advance rather than presented live.
Setup
The quarter in one slide
Goals set last quarter
Start here, not with whichever metrics happened to look best this quarter.Trend
Four quarters minimum. Two points aren’t a trend.What worked
What didn’t
This section builds more credibility than the one above it.Measurement review
Five minutes, once a quarter. Confirming everything still holds is a normal, useful outcome.- Is the north star still right?
- Are the tier 1 KPIs still right?
- Did any definition change this quarter?
- Is the attribution model still appropriate?
- Did we validate attribution this quarter?
- Are sources of truth still correct?
- Any open questions in the data dictionary older than two quarters?
Concept review: Measurement review
Concept review: Measurement review
This is the section every team wants to skip, and the one that keeps the whole setup from drifting quietly out of date. Most quarters, the honest answer to every question is “yes, still holds,” which is itself worth recording, since it’s the evidence that the dictionary hasn’t gone stale.
Next quarter
Goals:
Budget:
Decisions needed today
If this section is empty, send a document instead of holding a meeting.Data through: E.g. 2026-06-30 · Attribution: E.g. 7-day click, multi-touch · Definitions: Data dictionary