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Businesses have been analyzing their performance for decades through traditional written reports, but with the amount of data being produced every day, the need for more frequent reporting is growing. Often, companies generate written monthly, quarterly, or yearly reports that serve a number of purposes, but they do not provide the level of detailed insights that businesses require in order to succeed and stay ahead of their competition. This is where interactive weekly reports come into the picture.
Armed with powerful visualizations and real-time data, modern weekly summary reports enable businesses to closely monitor their performance and the progress of their strategies to extract relevant insights and optimize their processes to ensure constant growth.
To get you started with interactive weekly reports with powerful data visualizations, in this post we will cover the definition of weekly performance reports, tell you a few benefits of using them, provide you with top weekly reports templates for different business industries and functions created with a professional BI dashboard software, and finalize with some tips to achieve successful weekly reporting.
Let's kick it off with the definition.
What Is A Weekly Report?
A weekly report is a tool that provides businesses with a detailed summary of their performance during a given week. Powered by interactive visualizations, managers use these reports to outline the progress of the week and find improvement opportunities for the future.
Typically, weekly status reports are used to track progress or performance for different business scenarios, such as projects, sales, finances, marketing campaigns, human resources, or any other area that might be relevant. Traditional reports are often in a written format, that might include an introduction, body, and conclusion. Even though this weekly report format is needed to summarize some relevant information, it is also static and less efficient.
Today, more and more businesses are turning to online data visualizations such as a dashboard creator that is user-friendly and accessible for everyone. The ability to visualize your weekly performance through interactive reports will improve your decision-making by providing a 360-degree view of your progress. We will see these interactive reports in action throughout the post.
Why Are Weekly Progress Reports Important?
As mentioned, reporting every week provides businesses with a detailed overview of relevant tasks that affect various departments and functions. Now that remote work is a permanent part of the business world, the need for more detailed monitoring of performance and tasks has grown. An online reporting tool provides managers with interactive weekly status reports, so they and their employees can stay connected, even if they are working remotely. This allows for less frequent meetings and more time to concentrate on tasks. Paired to this, weekly activity reports are important because:
- They allow for informed decision-making: Besides being instrumental to business success, monthly, quarterly, and annual reports do not provide the immediate insights that a weekly operations report can. Tracking relevant key performance indicators weekly will improve the decision-making process while keeping every relevant stakeholder engaged with the data.
- They enable team performance tracking: Tracking the performance of the different teams is another reason why weekly reporting is such a relevant practice for modern businesses. As a manager, you need to be aware of what your workforce is doing and how they are doing it. Being able to provide weekly feedback to your employees based on their performance will keep them more engaged with their tasks and increase productivity.
- They help spot improvement opportunities: The short-term nature of weekly business reports allows for a more detailed view of the development of different business strategies. Like this, you can find improvement opportunities as well as spot potential inefficiencies before they become bigger issues. Paired to this, reporting on a weekly basis can also save your business money and time as you can quickly identify if a strategy is not being successful and reallocate resources accordingly.
- They enhance collaboration & communication: One of the prime benefits of using modern weekly business reports is that they serve as valuable tools to enhance communication and collaboration between different stakeholders. Modern BI reporting tools make it easy to visualize all your relevant data sources into one single point of access so everyone can stay connected with the latest developments. Empowering everyone in your organization to generate their own interactive reports weekly will increase the productivity of your company and a data-driven culture will be implemented in the long run.
Now that you are aware of the benefits of visual weekly progress reports, we will go through a list of 7 powerful weekly report templates for different industries, platforms, and business functions.
Weekly Report Templates For Status Tracking
1. Weekly Marketing Report
Our first weekly report sample is an interactive marketing BI dashboard tracking the performance of different campaigns through metrics such as the total impressions, clicks, acquisitions, and costs. Let’s look at it more in detail.
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The weekly marketing report starts by providing the total spend by campaign and comparing it with the expected spend. This is an important metric to monitor weekly as it lets you understand if your cost goals are actually in line with what is feasible. For example, if you implemented a campaign with a large budget and in the middle of a week you realize that it is not paying you back, you can make adjustments immediately before it is too late and you waste your budget (something very likely to happen if you were monitoring your spending monthly or quarterly). You can also see if a campaign is overperforming and allocate more resources to it.
Next, we get an overview of performance metrics such as clicks, impressions, and acquisitions, each of them displayed for the last 12 weeks. The value of including historical data in your weekly status reports is clearly depicted in this interactive marketing report. Tracking the development of each campaign weekly will allow you to test different strategies and compare the results to the values of the previous weeks. This allows you to monitor every important aspect of your campaigns more in detail and use your resources wisely.
2. IT Weekly Report
Between handling tickets, and dealing with big projects such as website updates, your IT department always has its hands full. This weekly project status report aims to make your life easier by providing you with the most important information regarding the status of your IT project, facilitating communication, and ensuring efficient development.
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This intuitive IT weekly report provides a mix of operational and costs-related IT metrics that form an accurate picture of the project status. Like this, you can ensure that that you are not going over your budget, track that all deadlines are being met and that your employees are not overloaded with work. Furthermore, by looking at these metrics weekly you can take a deeper look into the causes of overdue tasks and find smart solutions so that the development of the project will not be affected.
Tracking the performance and status of larger IT projects weekly with an IT dashboard will keep managers, and anyone else involved in the project informed about every relevant task or development, facilitating the decision-making process and minimizing the scope so that issues can be spotted fast and handled efficiently. And not just that, getting this level of insights weekly will also help teams stay connected with their tasks and deadlines while enhancing collaboration.
3. Weekly Sales Report
Our next weekly progress report template is a sales dashboard providing a detailed overview of the sales department’s performance with a focus on metrics such as sales growth, sales targets, ARPU, CLV, and CAC.
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Built with a valuable mix of data visualizations, this digestible weekly sales report offers you a full picture of your sales operations so you can understand your performance quickly and easily without losing any valuable piece of information. For instance, the top part of the dashboard provides insights into the performance of your sales team. By looking at the sales target metric you can easily evaluate if anyone needs extra training to reach their individual targets.
On the other side, the bottom part of the dashboard, tracking the ARPU, CLV, and CAC, provides a snapshot of how these metrics developed in the last 12 weeks so you can dig deeper and find trends and patterns that will help improve your performance. Getting all this information together in an interactive weekly sales report like this one enables you to compare these important numbers and monitor if you are on track to meet your goals. In the long run, you will augment your operational management and improve your profit margins.
4. Weekly Hospital Report
Next in our rundown of examples comes a weekly status report template for the healthcare industry. Armed with powerful metrics related to management and operations, this healthcare dashboard will enable you to identify trends, spot any bottlenecks, and help to allocate your resources for sustainable facility development.
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Running a healthcare facility is not an easy task, every detail and department needs to be carefully monitored as any issue can directly affect patient care. For this reason, the value of producing weekly reports in this industry is not in question.
The dashboard above was created with a healthcare business intelligence tool that has real-time data so you can always extract fresh business insights. Starting at the left side, we get a glance at relevant values such as the total patients, total patients admitted, average treatment costs, average ER waiting time, and available staff. This information is all complemented with more detailed graphs by division. Like this, you will be able to understand if a specific department is overcrowded and allocate resources to ensure patients are getting optimal care.
5. Weekly Facebook Report
A specially valuable weekly report format, this Facebook dashboard focuses on the development of advertising, enabling you to optimize your campaigns, distribute your resources wisely, and keep up with any algorithm changes that might come up. Like this, you will save time and resources by creating data-backed campaigns.
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Going more into detail with this weekly Facebook report, we first see the current value of fundamental Facebook KPIs for ads management such as the impressions, reach, frequency, cost per click, and CTR. Each of them is then broken down into more detailed charts displaying the development of the past 5 weeks in a visually appealing way that makes them easy to understand at a glance. Getting this level of insights on a weekly basis will enable you to monitor the performance of your campaigns closely and test different ad strategies based on which one performs better for your business. If you want an even deeper understanding, each week can be filtered by day.
6. Weekly Service Report
Next, we have a weekly report example for a popular cloud-based customer service solution: Zendesk. Considering call centers have a bad reputation for long waiting times and inefficient solutions, focusing your efforts on providing the best talk service should be a priority and this dashboard will help you do just that.
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By providing a mix of Zendesk KPIs related to call center performance, this weekly service report will help you optimize every relevant detail related to the performance of your call team to ensure a quality service.
Although this report is focusing on the progress of one month, it is also a valuable resource to track weekly as it lets you dig deeper into the reasons for specific issues or trends. For instance, tracking the performance of your agents on a weekly basis can let you understand if anyone needs extra training. Additionally, you can find patterns in your customer’s behaviors such as the times they are most likely to call, or the problems they face the most. This way you can prepare your resources and strategies accordingly.
7. FMCG Weekly Report Templates
The Fast Moving Consumer Goods (FMCG) industry is arguably one of the most relevant industries for weekly performance reports since these companies deal with edible products that are being consumed by people, therefore any mistakes can have major effects. According to a study by Deloitte, FMCG businesses using analytics will stay ahead of the game by identifying key price points in the market, understanding consumer behaviors, and developing new pricing strategies based on competitive intelligence. Now we will take a look at two weekly progress report templates that are valuable for this industry.
- On-Shelf Availability
This weekly progress report template is intended to measure the percentage of time a particular product has been available for sale on shelves. In most cases, this metric is measured by auditing the available products in the store or by conducting a deeper analysis of the inventory.
This is an important FMCG KPI to be measured on a weekly basis as it allows you to understand at which frequency some specific items are being sold and plan your stocking and inventory strategies accordingly. If a customer arrives at the supermarket and does not find what they are looking for repeatedly they will simply move to the next one.
- On-time In full Deliveries
In this next weekly report sample, we look at the supply chain delivery performance within the FMCG industry. This report tracks different levels of delivery including the quality standards, time to be delivered, and quantity delivered. Keeping track of this report weekly can be helpful for supermarkets to measure the performance of suppliers, as it allows them to determine if some are not delivering the expected service.
We covered weekly reports templates for a diverse range of business functions, industries, and platforms. If you want to see more than 80+ interactive reports then browse our list of dashboard examples and find the ones that better suit your business. Now we will go to the final section of this guide, where we will provide you with some tips for the perfect weekly reports format.
Top Elements Of A Weekly Performance Report
There is not a set of rules that you should follow to create the perfect weekly performance report as each of them will have a different purpose, as you saw in our examples. However, there are a few steps and elements that you should follow to achieve weekly reporting success. For instance, you should incorporate what was achieved in the previous week as well as future plans for the next one. Paired to this, before creating your weekly reports you should also consider who is your audience as well as what KPIs and visuals will tell your data story in the best way possible. Going a bit more in detail, the main elements that should be included in a successful weekly performance report are:
Historical and current data
As mentioned, one of the steps you should follow when creating your reports is to include current performance as well as past data in your weekly reporting. On one hand, getting insights into the progress of different strategies and tasks will help keep everyone in the team on the same page about their performance as well as learn from the different obstacles they faced during that week and find improvement opportunities. On the other hand, having historical data will help you spot trends and patterns in your performance providing you with a deeper understanding of your business. For example, if you implement a change and see that numbers dropped from the previous weeks then it is an indication that the strategy might not be working.
Progress towards goals and targets
Setting targets and goals is a valuable reporting practice as it not only motivates employees to perform better to reach their goals but also lets you measure your progress in a realistic way. Your weekly performance reports can include KPIs tracking a yearly business goal, as well as smaller goals such as a weekly amount of sales, or followers to reach. The important thing to remember here is that not every KPI will represent your goals in the best way so you need to choose the ones that will provide value to your report instead of overcrowding it with useless information. If you want to see several metrics for different functions, industries, and platforms browse our list of key performance indicators examples.
A mix of data visualizations
As mentioned throughout this post, the value of modern weekly performance reports lies in the fact that they are powerful visual tools that make the reporting process accessible to everyone without the need for any technical skills. Including a mix of interactive graphs and charts in your weekly reports is fundamental as they will provide context to your data and allow you to extract relevant insights at a glance. Tools such as datapine offer a BI dashboard tool that enables you to create interactive weekly progress reports in the form of online dashboards with just a few clicks. Like this, you keep every relevant stakeholder involved in the data analysis process by making it visual and user-friendly.
As one of the prime benefits of weekly reporting is enhancing communication between managers and their teams, your weekly performance reports should also include the completed tasks and reached goals of the week. This will help managers stay connected with the different tasks of the team while keeping a record of what has been accomplished in terms of business goals.
Considering that modern businesses have their hands busier than ever, it is timely impossible to manually create reports every week without taking away valuable time from other tasks. For this reason, a successful weekly reporting process should include report automation features that will leave the pains of manual reporting in the past and facilitate the way businesses deal with their reports. BI tools such as datapine auto-generate reports with real-time data on whatever time schedule you decide. With just a few clicks you will have weekly status reports with fresh business insights waiting to be untapped.
Key Learnings For Succesful Reporting
As we reach the end of our weekly reporting journey, we hope you have a better understanding of the benefits of tracking progress and status using interactive data visualizations. Your weekly reports will provide you with not only an overview of your current performance but also the historical data from earlier weeks, allowing you to understand diverse phenomena in your data. Thus, you will enjoy an efficient decision-making process based on factual information and not simple human intuition.
We defined modern weekly reports, discussed benefits your business can enjoy from them, reviewed examples for different business scenarios, and concluded with tips for developing successful weekly status reports. To keep your mind fresh here is a small summary of key things you should not forget:
Why are weekly progress reports important?
- They allow for informed decision-making
- They enable team performance tracking
- They help spot improvement opportunities
- They enhance collaboration and communication
What should a weekly report include?
- Historical and current data
- Progress towards goals and targets
- A mix of data visualizations
- Completed tasks
- Automated features
If you are ready to start creating your own interactive weekly reports with the help of a professional dashboard tool, then try our 14-day trial completely free and start benefiting from quality reporting today!