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Report templates

Client-ready report templates for the updates agencies send every month.

Start with a polished structure for common client reporting workflows. Each template includes a report narrative, source tables, chart-ready sections, and a cleaner path from raw metrics to a client-facing update.

Marketing

Marketing report template

For monthly performance reviews

Turn channel metrics into a client-ready story about what worked, what changed, and where budget should move next.

SessionsUsersCACCVRRevenue
Preview template

SEO

SEO report template

For organic growth retainers

Explain rankings, traffic, pages, and fixes without turning the client call into a spreadsheet tour.

ClicksCTRPositionBacklinksCVR
Preview template

Social

Social media report template

For social and creator teams

Show which posts created attention, which ones created action, and what the next content batch should repeat.

ReachSavesClicksERCVR
Preview template

Paid ads

Paid ads report template

For media buying updates

Package spend, CAC, ROAS, winners, and budget moves into a report clients can approve quickly.

SpendROASCPACTRCPC
Preview template

Email

Email marketing report template

For lifecycle and retention reviews

Summarize campaigns, automations, revenue, and list health without burying the story in open rates.

OpenClickRevenueFlowsDeliverability
Preview template

Website

Website and CRO report template

For website optimization calls

Turn site analytics and screenshots into a practical conversion report with the fixes ranked by impact.

CVRLCPCLSINPBounce
Preview template

Ecommerce

Ecommerce report template

For ecommerce growth teams

Connect store revenue, product movement, campaign performance, and inventory signals in one client update.

AOVOrdersCACROASRecovery
Preview template

QBR

Monthly summary template

For executive client updates

Give clients a readable monthly or quarterly summary: what happened, why it matters, and what happens next.

ROASLeadsRevenueCVRWins
Preview template