A record before month-end.
Supported sources record activity as it happens. Add the work your team handles outside those tools, and keep agreed deliverables beside completed tasks.
Paid media agencies
Show what happens after the ad gets clicked.
Spend is easy to report. Showing a client what your team changed and which leads were useful takes more work. Bring campaign results, CRM outcomes, and completed work together, then approve a report with a clear next test.
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Explore an illustrative report from Relay Paid Media for Harbour Workspace.
October 1–31, 2026Harbour Workspace
Illustrative dataFollow the inquiry through to the sale
One October lead cohort, reviewed through November 3.
inquiries / outcomes
All inquiries160
Qualified leads96
60.0% of inquiriesTours booked27
28.1% of qualified leadsMemberships signed8
8.3% of qualified leadsEach step is part of the same cohort. These bars are a progression, not separate results to add together.
Qualified demand, month by month
CRM-qualified leads, rather than platform form submissions. Qualification uses the same criteria in each month.
qualified leadsOctober 1–31, 2026
Jul
Aug
Sep
Oct
Keep search steady. Improve prospecting qualification before asking for a larger budget.
How Monthwrap helps
Your team does the work.
Your client sees it.
From $49/month for up to 10 clients. Every connector included.
Start free trial14-day free trial. No card needed.
One count for the same lead.
Match repeat contacts by phone or email within a 30-day window, then record which leads became booked work.
Your brand and your approval.
Choose the widgets, use optional AI chat for a draft, and review every section. Approve the report, send its link, and see when the client opens it.
The question behind the numbers
Did the extra spend bring more of the right inquiries?
The paid-media example follows one lead cohort through qualification, booked tours and signed agreements. It shows why a larger inquiry count can still leave the agency with a lead-quality problem to solve.
Put the thinking beside the media spend.
Campaign totals need context. Show the creative tests, targeting changes, landing-page work and sales feedback that support your next recommendation.
Define a useful lead
Explain the qualification rules you use with the client. Report the qualified total and cost beside the platform results so both sides know what is being measured.
Keep attribution understandable
State the source and reporting window for each result. Show joined sales outcomes or prepared CRM figures separately from the conversions claimed by each ad platform.
Recommend a specific next test
Connect the result to an action: revise a form, change a landing page or review a campaign’s budget. Include the limit, owner and measure you will use to judge the test.
Start with the right sources
Campaign results meet the sales follow-up.
The example’s qualified leads, tours and signed agreements come from a prepared CRM sheet. They are not native ad-platform metrics. Connect the ad accounts and import or record the qualified outcomes you want the client to review.
Explore all connection options
Google Ads
Spend, clicks, impressions and conversions for accounts you manage. Connect through Google with reporting access.
Available
Meta Ads
Paid social spend and account results. Connect through Meta with access to the client’s ad account.
Available
HubSpot
Supported contact and won-deal records through a service key or existing private app token with the required read access.
Available
CSV / Excel
Prepared, dated numeric totals for qualification, appointments or other outcomes you want to include in the report.
Prepared file uploadBuild a report around the next campaign decision.
Use the sample for ideas. Shape your report around the client and the work you do.
Agree on the result
Choose the client’s definition of a qualified inquiry and the follow-up window. Decide which sales outcomes your team can support with records.
Bring in spend and outcomes
Use available ad connections and supported CRM data, or prepare dated numeric totals for upload. Keep each source’s attribution window and currency visible.
Review before recommending
Build the charts and comparison widgets, add the account work, then write the decision the numbers support. Check the client view before sharing the report link.
Complete sample report
Read the report Relay Paid MediaHarbour Workspace
Results, completed work, the next plan, and the source notes behind the figures.
Before you start
Paid media reporting questions.
Will Monthwrap decide which leads are qualified?
Your agency and client define qualification. Bring in the supported records or prepared numeric totals, and explain the criteria in the report. The example’s qualification stages are illustrative CRM data.
Can I add Google and Meta conversion totals together?
Keep their attribution definitions visible. Both platforms may claim the same customer. For a single business total, use a consistently counted CRM or sales record and explain the matching rule you applied.
Do the report examples change campaign budgets?
No. The example shows how to present a recommendation. Monthwrap’s reporting connections read supported data; your team makes campaign changes in the advertising platform and records the work in the monthly.
Working with a different kind of client?
In your agency’s voice
A monthly with
your perspective.
Start with your client’s numbers. Add the work, the explanation, and the next step.
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