Monthly Report Template
Monthly reports you send to your clients or use during your meetings don’t have to be dull. It's simple to provide data, but engaging clients is more difficult. Whatagraph offers a monthly report template for aggregating data so that it appears clear, professional, and appealing. Use our monthly reports to impress your clients with the extra effort you put in.
Whatagraph provides agencies with amazing monthly report templates to WOW your clients
Essential Monthly Report Metrics and KPIs
Gather the most important metrics and KPIs into one monthly report. Collect data on the performance of your most important activities and outcomes. Show your clients the actions you took and the results you achieved. Discuss the results together and adjust your marketing efforts accordingly. With our monthly report template, you can easily achieve the success your clients desire.
Monthly Client Reports With Goal Tracking
Don’t have a single place to track your clients’ KPIs? Create a monthly report with our tool and use our goal tracking widget. It will allow you to easily measure and track the progress of your clients’ goals. Achieve more by showing the right data to your clients in a way that they can understand.
Customisable Monthly Report Templates
The Whatagraph monthly report template is fully customizable, allowing you to choose your own colors, themes, and fonts. You can also change the domain name in the report link to make it more personalized. Moreover, you have an option to choose your own data range to report on. The same monthly report can be customized to include data from weeks, quarters, or years.
All reporting features your agency needs
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All your questions answered. And if you can’t find it here, chat to our friendly team.
What is the purpose of a monthly client report?
The monthly client report keeps clients up to date on the status of your marketing activities. This report provides them with information and insight into whether their investment is paying off with your monthly activity pertaining to marketing.
Can I edit the Whatagraph monthly report template?
Yes, you can! Access the monthly report template at any time and edit it according to your client's needs.
How do I create a monthly report?
To create a monthly report, you’ll need a tool to pull relevant data. Whatagraph allows you to pull data from different sources to get a full picture of your marketing efforts.
To create a monthly report with Whatagraph, follow these steps:
- Go to the template library or start with a blank page;
- Connect data sources;
- Drag and drop widgets that best represent the metrics your client wants to see;
- Automate the report to be sent out on a monthly (or weekly, quarterly, yearly) basis.
It’s good to be loved! Our clients are not shy about expressing it.
I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.
Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.
The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.
We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!
We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.
The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.
Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.
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