Inside Quarterly Marketing Reviews: What to Report to Leadership

Quarterly marketing reviews are more than a chance to report results. They're an opportunity to align leadership, evaluate what's working, identify what needs to change, and prioritize the initiatives that will drive the next quarter forward. TREW Marketing President Jennifer Dawkins shares her framework for running productive quarterly marketing reviews that keep teams focused on business goals, spark meaningful discussions, and ensure future decisions are backed by data. In this episode, TREW Marketing President Jennifer Dawkins shares her framework for running productive quarterly reviews. She explains that effective quarterly reviews should begin by revisiting the marketing goals established during planning. Rather than diving straight into dashboards, she recommends reminding stakeholders of the objectives everyone agreed upon and highlighting the major initiatives executed during the quarter. From there, marketers can review high-level health metrics before taking a deeper look at significant campaign performance, unexpected trends, and lessons learned.One of the episode's key takeaways is that marketers don't need to report every metric they track. While detailed data helps marketing teams optimize their work, leadership is primarily interested in metrics that influence business decisions. Jennifer encourages marketers to tailor reporting to their audience by focusing on business outcomes, meaningful anomalies, and initiatives tied directly to strategic goals. The result is a more collaborative discussion that leads to informed decisions instead of simply reviewing numbers.The conversation also explores several trends TREW has observed across industrial marketing clients. While organic website traffic continues to decline, AI referral traffic is steadily increasing. More importantly, the visitors who do arrive are proving to be higher quality, spending more time on websites and converting at higher rates. Whether you're reporting to executives or leading your own marketing team, it's critical to define success before campaigns begin, measure what matters most, and use quarterly reviews as an opportunity to refine your strategy. ResourcesConnect with Jennifer on LinkedInConnect with Wendy on LinkedInLearn more about TREW's Marketing Strategy ServiceExplore TREW's Case StudiesRegister for the Industrial Marketing SummitDownload the 2026 State of Marketing to Engineers Research Report