Client report template: weekly and monthly versions
A free client report template for marketing agencies, with a one-page weekly version and a full monthly version. Each section lists what to include, which metrics to show and whether to automate it or write it yourself, plus an example summary.
A client report template gives every account the same structure: what happened against target, why, and what happens next. This free template for agencies has a one-page weekly version and a full monthly version, with the metrics for each section and whether to automate it or write it yourself. Download the CSV and copy it into your reporting tool.
Monthly client report template
This structure expands the one in our guide to how agencies automate client reporting. It answers three questions in order: did we hit the target, why, and what happens next.
| Section | What to include | Automate or write |
|---|---|---|
| 1. Cover | Client, period, reporting currency, attribution model, data sources | Automate |
| 2. Executive summary | Three sentences: what happened, why, what next | Write |
| 3. KPIs vs target | Spend, revenue or leads, de-duplicated conversions, CPA and ROAS, against target and the previous period | Automate |
| 4. Channel breakdown | The same KPIs for each channel the client runs | Automate |
| 5. Campaign highlights | Top and bottom three campaigns or creatives, with the reason | Automate the data, write the reason |
| 6. What we changed | Actions taken this period and their effect | Automate the log, write the commentary |
| 7. What we learned | One or two tested insights the client can reuse | Write |
| 8. Next steps and approvals | Decisions needed from the client, with owners and deadlines | Write |
| 9. Data notes | Definitions, tracking issues and platform changes | Write, keep it short |
Weekly client report template
One page the client can read in two minutes. Send it on the same day every week.
| Block | What to fill in |
|---|---|
| Pacing | Spend to date against the monthly plan, and projected month-end spend |
| Headline KPIs | Conversions, CPA and ROAS, or leads and cost per lead, against last week and target |
| Top movers | The two biggest changes, up or down, each with a one-line reason |
| Actions taken | What the team changed this week |
| Next week | Planned tests and launches, and anything that needs approval |
| Alerts | Open tracking or budget issues, each with an owner |
Which metrics belong in a marketing report template?
Match the headline metrics to the client's goal, and keep the supporting metrics for diagnosis.
| Client goal | Headline metrics | Supporting metrics |
|---|---|---|
| E-commerce | Revenue, ROAS, de-duplicated purchases, CPA | Average order value, conversion rate, CTR, CPM |
| Lead generation | Leads, cost per lead, qualified leads, pipeline | Form conversion rate, CTR, CPC |
| App growth | Installs, cost per install, in-app revenue | Install rate, CTR, CPM |
| Awareness | Reach, frequency, CPM | Video views, branded search volume |
Lead with the de-duplicated conversion count and show each platform's claimed conversions beside it, so the total reconciles with the client's store or CRM.
Client report example (illustrative)
An executive summary for a fictional Dubai retail client, with illustrative numbers:
October revenue reached AED 410,000, 8% above target, at a ROAS of 4.1. Most of the gain came from the White Friday teaser campaign on Instagram, while Google Search CPA rose 18% as competitors bid on brand terms. Next month we will move 10% of Search budget to Snapchat retargeting, and we need your approval on the November offer by 3 November.
It names the result, the reason and the decision in three sentences. Everything else in the report supports those lines.
How Grower helps
Grower's marketing agency software gives each client a separate organization with its own permissions and soft labels, so reports use each client's terms. Reporting is automated, the attribution engine de-duplicates conversions from every channel and app into one count, and AskGrower writes summaries in plain words. The agencies page also has a reporting time calculator.
Frequently asked questions
What should a client report include?
A cover with the period and attribution model, an executive summary, KPIs against target and the previous period, a channel breakdown, campaign highlights, what you changed, what you learned, next steps with approvals, and short data notes. The summary and recommendations should be written by a person; the numbers and charts can be automated.
What is the difference between a weekly and a monthly client report?
The weekly report is one page about pacing, top movers, actions and alerts, so the client can react quickly. The monthly report is the full template, with results against target, channel and campaign detail, learnings and decisions. Add a quarterly review meeting to revisit targets, budget split and the test plan.
How long should a monthly marketing report be?
As short as the decisions allow. A good rule is one page or slide per section, so roughly nine pages, with the executive summary on the first. If a chart does not support a decision or explain a result, move it to an appendix or drop it. Clients read summaries, not dashboards.
Should a client report show platform-reported conversions?
Yes, but not as the headline. Each ad platform claims credit for the same sale, so platform totals can add up to more than the client's real orders or leads. Lead with one de-duplicated number, state the attribution model on the cover, and show platform figures beside it to explain the gap.
Want client reports that build themselves from every channel? Book a Grower demo for a live walkthrough with a specialist, tailored to your clients' channels.