Weekly Report Template: Performance Metrics by Segment
Report Title: Weekly Performance Metrics Analysis by Segment
Reporting Period: [Start Date] to [End Date]
Prepared By: [Your Name / Team]
Date: [Report Date]
1. Executive Summary
- Brief overview of key findings across segments
- Highlight significant trends or anomalies
2. Segmentation Overview
- List of segments analyzed (e.g., demographic, geographic, behavioral)
- Data sources used for analysis
3. Performance Metrics Analyzed
- Define each metric (e.g., sales volume, customer acquisition cost, churn rate)
- Metrics’ relevance to business objectives
4. Segment Performance Analysis
| Segment Name | Metric 1 (e.g., Sales Volume) | Metric 2 (e.g., CAC) | Metric 3 (e.g., Retention Rate) | Insights/Notes |
|---|---|---|---|---|
| Segment A (Youth 18-24) | 10,000 units | $15 | 85% | Strong sales; retention stable |
| Segment B (Urban Adults) | 8,500 units | $20 | 80% | Slight increase in churn |
| Segment C (Rural Seniors) | 4,200 units | $25 | 75% | Sales dip; investigate causes |
5. Competitor Comparison (If applicable)
- Key competitor metrics by segment
- Comparative insights
6. Recommendations
- Actionable steps based on performance metrics
- Focus areas for improvement
7. Appendices (Optional)
- Raw data tables
- Charts/graphs supporting analysis
Example Entry for Uploading:
Title: Weekly Performance Metrics Analysis by Segment
Period: May 20 – May 26, 2025
Prepared by: Echinia Mataban
Date: May 27, 2025
Segmentation Overview:
Segments: Youth (18-24), Urban Adults (25-40), Rural Seniors (60+)
Data from SayPro CRM, Sales reports, Customer surveys
Key Metrics:
- Sales Volume
- Customer Acquisition Cost (CAC)
- Retention Rate
| Segment | Sales Volume | CAC | Retention Rate | Notes |
|---|---|---|---|---|
| Youth (18-24) | 10,500 units | $14 | 86% | Highest sales, stable retention |
| Urban Adults (25-40) | 9,000 units | $19 | 79% | Moderate churn increase |
| Rural Seniors (60+) | 4,000 units | $27 | 72% | Sales declining, needs review |
Competitor Comparison:
Competitor X shows higher retention in Youth segment at 89%, suggesting stronger engagement strategies.
Recommendations:
- Strengthen loyalty programs for Urban Adults.
- Investigate Rural Seniors sales decline with targeted outreach.
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