> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Quarterly Sponsor Performance Report

> Step-by-step guide to creating professional quarterly reports for sponsors using valuations, comparison analytics, and AI-powered insights to demonstrate ROI.

# 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.

<Note>
  **Time Required**: 45-60 minutes per quarter **Plan Required**: Professional or Enterprise plan
  (AI Insights requires Professional+) **Permissions Required**: Valuations (Create/Edit), Reports
  (View), AI Insights plugin
</Note>

## 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

***

## Report Creation Workflow

```mermaid theme={null}
graph TD
    A[Create Q1 Valuation] --> B[Create Q2 Valuation]
    B --> C[Create Q3 Valuation]
    C --> D[Compare in Reports]
    D --> E[Add AI Insights]
    E --> F[Export & Share]
```

***

## Step 1: Create Valuations for Each Quarter

**Navigate to Valuations → Create Valuation**

### 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"**

### Repeat for Q2 and Q3:

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

<Tip>
  **Data Collection Tip**: Set calendar reminders for the last week of each quarter to gather
  metrics from your analytics tools (Google Analytics, social media platforms, broadcast partners).
</Tip>

**Related Documentation**: [Create Valuation Guide](/valuations/create-valuation)

***

## 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"**

### 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**:

| Metric             | Q1   | Q2   | Q3   | Change |
| ------------------ | ---- | ---- | ---- | ------ |
| Total Valuation    | 5.2M | 6.1M | 7.3M | +40%   |
| Media Value        | 2.8M | 3.5M | 4.2M | +50%   |
| Social Impressions | 12M  | 15M  | 19M  | +58%   |
| Attendance         | 85K  | 92K  | 98K  | +15%   |

**Related Documentation**: [Reports Guide](/valuations/reports)

***

## Step 3: Generate AI-Powered Insights

<Warning>
  **Plugin Required**: AI Insights plugin must be enabled and configured. [Setup
  Guide](/platform/plugins/ai-insights)
</Warning>

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

### 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"

<Tip>
  **AI Provider**: Use GPT-4o or Claude 3.5 Sonnet for quarterly reports. Free options (Groq,
  Gemini) work well too. [Provider Comparison](/platform/plugins/ai-insights#model-selection-guide)
</Tip>

***

## Step 4: Export Professional Report

**Export Options**:

### 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

### 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

### 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](/guides/api-powerbi-integration)

***

## Step 5: Present Report to Sponsor

### 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

### 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

<Info>
  **ROI Calculation**: If sponsor paid €500K for annual package, and Q1-Q3 valuation is €7.3M,
  that's 14.6x ROI. Use this in presentation: "Your €500K investment has generated €7.3M in
  equivalent media value over 3 quarters."
</Info>

***

## Report Delivery Best Practices

<CardGroup cols="2">
  <Card title="Consistency" icon="calendar-check">
    Send reports same week every quarter (e.g., 2nd week after quarter end). Builds expectation and trust.
  </Card>

  <Card title="Transparency" icon="eye">
    Show methodology. Explain how CPM rates are determined. Sponsors appreciate understanding
    calculations.
  </Card>

  <Card title="Context" icon="lightbulb">
    Compare to industry benchmarks when possible. "Your social engagement is 3x industry average."
  </Card>

  <Card title="Actionable" icon="arrow-right">
    End with 2-3 recommendations for next quarter. Show you're proactive partner, not just reporter.
  </Card>
</CardGroup>

***

## 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

***

## Common Questions from Sponsors

<AccordionGroup>
  <Accordion title="How do you calculate CPM rates?">
    **Answer**: "We use industry-standard CPM rates from Nielsen Media Research and Standard Media Index, adjusted for your specific market and audience demographics. TV CPM is €30 (your market average), social media impressions are €5 per thousand, etc."

    **Related**: [Methods Documentation](/valuations/methods)
  </Accordion>

  <Accordion title="Why did valuation go down in Q2?">
    **Answer**: "Q2 saw off-season with fewer matches, resulting in lower attendance and broadcast exposure. This is normal seasonality. We recommend leveraging Q3 playoff season for activation campaigns to maximize Q3 valuation."

    **Related**: Use AI Insights to explain trends
  </Accordion>

  <Accordion title="Can we compare to other sponsors?">
    **Answer**: "We can provide aggregated benchmarks (e.g., 'Gold tier sponsors average 12M
    impressions') but individual sponsor data is confidential. We can show your performance vs. your
    own historical data and industry standards."
  </Accordion>

  <Accordion title="How does this relate to our sales goals?">
    **Answer**: "The valuation shows brand exposure value. We can track sales impact separately with attribution codes, landing page analytics, or surveys. Many sponsors see 5-15% sales lift from sponsorship exposure."
  </Accordion>
</AccordionGroup>

***

## Success Metrics

**Track Report Effectiveness**:

| Metric                   | Target            | How to Measure                                                |
| ------------------------ | ----------------- | ------------------------------------------------------------- |
| **Sponsor Engagement**   | >80%              | Sponsors attend review call or reply with feedback            |
| **Renewal Rate**         | >90%              | Sponsors receiving quarterly reports vs. overall renewal rate |
| **Upsell Conversion**    | >25%              | Sponsors who upgrade tier after seeing Q2-Q3 growth           |
| **Report Delivery Time** | Less than 2 weeks | Days from quarter-end to report sent                          |

***

## Next Steps

<CardGroup cols="2">
  <Card title="Year-End Audit Report" icon="file-chart-column" href="/guides/year-end-valuation-audit">
    Create comprehensive annual report for tax and audit purposes
  </Card>

  <Card title="Set Up API Integration" icon="plug" href="/guides/api-powerbi-integration">
    Automate report generation with Power BI for real-time dashboards
  </Card>

  <Card title="Upsell Packages" icon="arrow-trend-up" href="/guides/close-first-sponsorship">
    Use positive Q2-Q3 trends to propose tier upgrades
  </Card>

  <Card title="Configure AI Insights" icon="brain" href="/platform/plugins/ai-insights">
    Enable AI-powered trend detection for richer reports
  </Card>
</CardGroup>

***

## Related Guides

* **[Close Your First Sponsorship](/guides/close-first-sponsorship)** - Initial deal workflow
* **[Year-End Valuation Audit](/guides/year-end-valuation-audit)** - Comprehensive annual reporting
* **[API Power BI Integration](/guides/api-powerbi-integration)** - Automated dashboard creation

***

## Need Help?

<Card title="Contact Support" icon="headset">
  **Email**: [support@valiyou.com](mailto:support@valiyou.com)

  Our team can help with report strategy, sponsor presentation tips, and CPM methodology questions.
</Card>