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Create Quarterly Sponsor Performance Report

Demonstrate sponsorship ROI with data-driven quarterly reports that show value delivered to sponsors. This guide connects valuations, reports, and AI insights to create compelling sponsor performance reviews that justify renewals and upsells.

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Why Quarterly Reports Matter

Benefits:

• 📈 Prove ROI: Show measurable value delivered vs. cost
• 🤝 Build Trust: Transparent reporting strengthens relationships
• 💰 Drive Renewals: Sponsors with regular reports renew at 3x higher rates
• 📊 Identify Trends: Spot performance changes before sponsors ask
• 🎯 Upsell Opportunities: Data-backed recommendations for additional investment

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Report Creation Workflow

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Step 1: Create Valuations for Each Quarter

Navigate to Valuations → Create Valuation

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Quarter 1 (January - March):

1. Click “Create Valuation”
2. Set Valuation Date: March 31, 2025 (end of Q1)
3. Enter Sales Data:
   • Merchandise Revenue: Total Q1 merch sales
   • Matchday Revenue: Q1 ticket sales
   • Player Sales: Q1 transfer fees (if applicable)
4. Enter Media Metrics:
   • TV: Total broadcast minutes _ viewers _ screen size * CPM
   • Web TV: Streaming views * CPM
   • PR: Media coverage reach * CPM
   • Digital: Website/ad impressions * CPM
   • Social Media:
     • Followers count at Q1 end
     • Post impressions for Q1
     • Engagements (likes, shares, comments) for Q1
   • Attendance: Total Q1 match attendance
   • Hospitality: Q1 VIP guests
5. Enter Brand Scores (1-10 scale):
   • Popularity: Brand awareness
   • CSR: Social responsibility perception
   • Culture: Brand values alignment
   • Loyalty: Fan/customer loyalty
6. Review Total Attention Valuation (calculated automatically)
7. Click “Save Valuation”

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Repeat for Q2 and Q3:

• Q2 Valuation: June 30, 2025
• Q3 Valuation: September 30, 2025

Related Documentation: Create Valuation Guide

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Step 2: Compare Quarters in Reports

Navigate to Valuations → Reports

1. Select multiple valuations from dropdown:
   • ✅ Q1 2025 Valuation (March 31)
   • ✅ Q2 2025 Valuation (June 30)
   • ✅ Q3 2025 Valuation (September 30)
2. Click “Generate Comparison Report”

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What You’ll See:

Charts and Visualizations:

• Total Valuation Trend: Line chart showing growth/decline
• Sales vs. Media Value: Stacked bar chart breakdown
• Media Channel Performance: Individual channel trends
• Brand Score Evolution: Radar chart of brand indicators
• Reach Metrics: Total audience across all channels

Key Metrics Table: Related Documentation: Reports Guide

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Step 3: Generate AI-Powered Insights

Once the comparison report loads:

1. Scroll to AI Insights section (appears automatically if plugin enabled)
2. Wait 5-10 seconds for AI analysis to generate

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AI Insights Will Show:

Trend Detection:

• “Social media impressions grew 58% quarter-over-quarter, driven primarily by Instagram Reels performance”
• “Attendance peaked in Q3 due to playoff season, contributing 15% increase in hospitality value”

Pattern Analysis:

• “Media value growth outpaced sales value growth, indicating strong brand momentum”
• “Brand loyalty score remained flat despite popularity increase, suggesting need for fan engagement initiatives”

Recommendations:

• “Consider leveraging Q3’s high social engagement for premium sponsor tier upsell”
• “Attendance decline in Q1 suggests opportunity for early-season ticket promotions”

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Step 4: Export Professional Report

Export Options:

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Option A: PDF Export

1. Click “Export as PDF” button (top right)
2. PDF includes:
   • All charts and visualizations
   • Key metrics table
   • AI insights (if enabled)
   • Valiyou branding
3. Download completes automatically
4. Professional format ready to email

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Option B: Custom Report in PowerPoint

1. Click “Export Data as CSV”
2. Download raw data
3. Import into your branded PowerPoint template
4. Add custom commentary and sponsor-specific notes
5. Include Valiyou charts as screenshots

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Option C: Live Dashboard (API)

1. Pull data via API for real-time dashboards
2. Build Power BI sponsor dashboard
3. Share live dashboard link with sponsor

Related Documentation: API Integration Guide

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Step 5: Present Report to Sponsor

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Preparation:

Schedule Review Call:

• Timing: 2 weeks after quarter end (allows data collection time)
• Duration: 30-45 minutes
• Attendees: Sponsor decision-maker + marketing lead

Pre-Send Report:

• Email PDF 2-3 days before call
• Include 1-paragraph executive summary
• Highlight 2-3 key wins

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Presentation Structure:

1. Executive Summary (5 min):

• Overall valuation growth: “+40% YoY”
• Top performing channels: “Social media +58%”
• Key achievement: “19M impressions reached”

2. Detailed Metrics (15 min):

• Walk through each chart
• Explain methodology (CPM, reach calculation)
• Compare to sponsor’s investment

3. AI Insights Discussion (10 min):

• Share trend observations
• Discuss pattern analysis
• Review recommendations together

4. Next Quarter Planning (10 min):

• Set goals for Q4
• Discuss potential activations
• Address any sponsor concerns

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Report Delivery Best Practices

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Automation Tips

Save Time with Automation:

1. Template Valuations:
   • After Q1, duplicate valuation structure
   • Only update metrics each quarter
   • Saves 20-30 minutes per valuation
2. Scheduled Reminders:
   • Calendar event: “Collect Q2 Metrics” (last week of quarter)
   • Calendar event: “Generate Q2 Report” (week 1 of new quarter)
   • Calendar event: “Send Q2 Report to Sponsors” (week 2 of new quarter)
3. API Integration:
   • Pull social media metrics automatically via API
   • Connect Google Analytics for web data
   • Automate report generation with Power BI scheduled refresh
4. Email Templates:
   • Save quarterly report email template
   • Include standard intro, how to read report, next steps
   • Personalize sponsor name and 2-3 highlights

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Common Questions from Sponsors

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Success Metrics

Track Report Effectiveness:

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Next Steps

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Related Guides

• Close Your First Sponsorship - Initial deal workflow
• Year-End Valuation Audit - Comprehensive annual reporting
• API Power BI Integration - Automated dashboard creation

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