The client’s side of the table

Open the report.
See the whole month.

A useful monthly makes the numbers easier to read, the work easier to see, and the next conversation easier to have.

Explore five complete reports, each shaped around the client’s work and questions.

Find your kind of monthly

The report collection

Fictional agencies. Illustrative figures. Complete reports.

Showing all 5 reports

Local growthOctober 2026
Northside DigitalMonthly report

Prepared for Mike’s Plumbing & Drain

More leads. Now let’s turn more of them into jobs.

Unique leads85+34.9% vs. September
Jobs booked34+36.0% vs. September
unique leadsIllustrative
54
Jul
48
Aug
63
Sep
85
Oct
The next conversation

We found more demand. Weekend call coverage is the next constraint to work on together.

Results · Work · Next stepsPreview

The phone rang more. What happened next?

Booking rate was 39.7% in September and 40.0% in October. More demand has not yet changed the share that books.

Related integrations
Open full report for local growthReporting for local growth agencies
Paid advertisingOctober 2026
Relay Paid MediaMonthly report

Prepared for Harbour Workspace

More tours booked. The quality of each inquiry still matters.

Qualified leads96+20.0% vs. September
Cost per qualified lead$125Unchanged vs. September
qualified leadsIllustrative
68
Jul
74
Aug
80
Sep
96
Oct
The next conversation

Keep search steady. Improve prospecting qualification before asking for a larger budget.

Results · Work · Next stepsPreview

Follow the inquiry beyond the ad account.

Each step is part of the same cohort. These bars are a progression, not separate results to add together.

Related integrations
Open full report for paid advertisingReporting for paid advertising agencies
Ecommerce marketingOctober 2026
Fieldwork CommerceMonthly report

Prepared for Alder Home

More orders. A little more care needed at checkout.

Net product sales$68,400+14.0% vs. September
Orders720+15.2% vs. September
net product sales · USDIllustrative
$52.0k
Jul
$55.4k
Aug
$60.0k
Sep
$68.4k
Oct
The next conversation

Store sales grew faster than media spend. Review that blended result alongside the margin and repeat-order figures before increasing the budget.

Results · Work · Next stepsPreview

Read the month from the store’s point of view.

Completion fell 2 percentage points. The extra orders came alongside more checkout starts, not a better completion rate.

Related integrations
Open full report for ecommerce marketingReporting for ecommerce marketing agencies
Amazon marketplaceOctober 2026
Shelfline CommerceMonthly report

Prepared for Morrow Pantry

A growing shelf. A few places to spend more carefully.

Ordered product sales$48,600+8.0% vs. September
Units ordered2,160+8.0% vs. September
ordered product sales · USDIllustrative
$39.0k
Jul
$42.5k
Aug
$45.0k
Sep
$48.6k
Oct
The next conversation

Protect jar-set availability, keep label spend capped, and reconcile product margins before increasing the budget.

Results · Work · Next stepsPreview

Keep marketplace sales and ad spend in context.

The label range is above the example limit. The line is a planning guide, not a break-even or profitability threshold.

Related integrations
Open full report for amazon marketplaceReporting for amazon marketplace agencies
SEO reportingOctober 2026
Aster Search StudioMonthly report

Prepared for Oakwell Garden Rooms

More people found you. Let’s help the right ones take the next step.

Google search clicks2,400+20.0% vs. September
Search impressions80,000Unchanged vs. September
Google organic search clicksIllustrative
1,600
Jul
1,800
Aug
2,000
Sep
2,400
Oct
The next conversation

Keep improving the pages people already find. Make the budget and service area clear before the inquiry form.

Results · Work · Next stepsPreview

Help search visibility become a useful conversation.

Qualified inquiries grew from 31 to 35. The qualified share was 67.3%, versus 68.9% in September. Clarify budget and location expectations before increasing the volume.

Related integrations
Open full report for seo reportingExplore SEO reporting

These are sample documents, not customer results. Each full report includes its data definitions and source notes. Logos show possible sources for this agency type; see connection availability for setup details.

More than a page of numbers

Give the client
something to take away.

Every example follows the same idea: show the result, explain the month, and leave the next step clear.

A result with its context

A comparison period, a clear definition, and an honest explanation of what changed.

The work that deserves a mention

The changes your team made, with enough detail for the client to understand the effort.

A decision for the month ahead

A next action, the person responsible, and anything the client needs to help with.

Your agency’s version

Keep the structure.
Bring your perspective.

Arrange the widgets, choose the columns, and write the story of your client’s month. Build by hand, or bring the optional report assistant into the conversation.

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