Marketing Agencies

Monthly Client Report Dashboard

Configure once with your client name + targets, fill in monthly numbers, and the Report View tab generates a client-ready single-page report with KPI tiles, MoM table, channel breakdown, and a trend chart. Print or screenshot directly.

What's Inside

Start Here — How to customize for a new client and how to export the report as PDF.
Config — Client Name, Reporting Period, and KPI targets. The Report tab references these.
Monthly Data — One row per month with Sessions, Leads, Conversions, Revenue, Ad Spend, Email Subs.
Channel Breakdown — This month's channel-level traffic with conversion rate and MoM change.
Report View — The client-ready output. Massive client-name header, 5 KPI tiles, full MoM table with green/red Δ coloring, channel breakdown table, and a Sessions + Leads trend chart.

Key Features

Report View renders client name and reporting period as a giant black hero header.
5 KPI tiles (Sessions, Leads, Conversions, Revenue, Conv Rate) pull from the latest row in Monthly Data.
Full MoM comparison table with green/red Δ coloring auto-applied.
"vs target" subtitle on Sessions and Leads tiles using your Config targets.
Print / screenshot directly — no manual design work each month.
Change the Client Name and Period in Config; the whole Report tab updates.

Sample Formulas

Here are some of the formulas powering this template:

Pull the latest month's value

=INDEX('Monthly Data'!B:B, COUNTA('Monthly Data'!A:A))

MoM % change

=(INDEX('Monthly Data'!E:E, COUNTA('Monthly Data'!A:A)) - INDEX('Monthly Data'!E:E, COUNTA('Monthly Data'!A:A)-1)) / INDEX('Monthly Data'!E:E, COUNTA('Monthly Data'!A:A)-1)

Headline string driven by Config

=Config!B2 & " — " & Config!B3

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