Marketing Agencies

Monthly Client Report Dashboard

Stop rebuilding reports from scratch every month. Set up your KPIs and channel structure once, paste in this month's numbers, and the report generates itself — clean enough to share directly with clients, detailed enough to inform your strategy.

What's Inside

Report Config — Define which KPIs to track per client: sessions, leads, revenue, conversion rate, bounce rate, email subscribers — whatever matters. Set targets for each metric. Configure once, reuse every month.
Monthly Data — One row per month. Paste in your numbers from Google Analytics, ad platforms, and CRM. The template calculates month-over-month changes, year-over-year comparisons, and distance-to-target automatically.
Channel Breakdown — Performance by channel (Organic, Paid Search, Paid Social, Email, Direct, Referral). Traffic, conversions, and revenue attributed to each channel with percentage-of-total calculations.
Client Report — The polished output. KPI summary cards with trend arrows, channel mix visualization, month-over-month comparison table, and a highlights/lowlights section you fill in with your strategic commentary. Share this tab directly.

Key Features

Month-over-month and year-over-year comparisons calculated automatically
Channel attribution breakdown shows which sources are driving results
KPI cards with trend arrows and color-coded target status
Client-ready report tab you can share without exposing raw data
Configurable KPIs — swap metrics in and out without rebuilding the report
Historical data builds over time for long-term trend analysis

Sample Formulas

Here are some of the formulas powering this template:

Month-over-month change

=IF(B3=0,"N/A",(C3-B3)/B3)

Channel share of total conversions

=IF(SUM(D:D)=0,0,D2/SUM(D:D))

KPI status indicator

=IF(C3>=Config!C2,"On Track",IF(C3>=Config!C2*0.9,"Close","Behind"))

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