How to: Get a Client-Ready Report in Seconds

When a client asks for an update unexpectedly, you’re left with two less-than-ideal options:

1. Share an incomplete or messy spreadsheet and risk looking unprepared
2. Stall for time while you craft a polished report, delaying other tasks in the process

Data tells a story, but only if it’s presented well. 

In agencies, that means reports need to be polished, visual, and easy for clients to understand. Yet when a client wants numbers between reporting cycles, pulling together a professional-looking report on the fly is nearly impossible.

It’s a familiar dilemma—and the problem that WhatConverts’s Summary Report is designed to solve.

Built to look great out of the box and stay current automatically, the Summary Report pulls together the metrics your clients care about most so you can share confident, client-ready insights anytime.

The Ad-Hoc Reporting Problem

Scheduled reports work because there's time to prepare them. Export the data, create charts, format everything—it all looks professional when delivered.

But clients don't only want data on schedule. A quick check-in call. An unexpected stakeholder question. A board meeting that got moved up. These moments demand immediate answers.

Call tracking platforms show the data, but not in a format that's presentable to clients. Raw dashboards work for internal analysis. For client presentation? Too technical, not visual enough, no clear narrative.

The dilemma: share what's available and look unprepared, or spend an unplanned hour building something polished.

What Makes a Report Actually Client-Ready

Client-ready reports need to communicate performance clearly without overwhelming non-marketers with technical details. That requires three elements:

Creating all three elements manually is where the time disappears. And when speed matters, one of these elements inevitably gets sacrificed.

How the Summary Report Works

WhatConverts's Summary Report generates comprehensive, visually polished reports instantly. No data exports, no manual chart building, no formatting work.

The report automatically includes:

• Total leads generated during any selected time period
• Lead type breakdown showing calls, forms, chats, and other conversion types
• Qualification status displaying qualified vs. unqualified leads
• Marketing source performance revealing which channels drove the most conversions
• Quote and sales values demonstrating actual revenue generated
• Visual charts and graphs that make patterns immediately apparent

Everything appears in a clean, professional format designed specifically for client presentation—no additional work required.

Generating a Summary Report

Access the report in two clicks:

1. Click Reports in the main navigation
2. Select Summary Report from the list

That's it. The report updates instantly to reflect the selected time period. Last week, last month, last quarter, or any custom date range—the data reorganizes immediately.

Read More: Faster, Value-First Insights with the Summary Report

What Sets This Apart

Unlike raw data exports or basic dashboards, the Summary Report is purpose-built for client communication.

Visual data designed for comprehension:

• Pie charts show lead distribution across conversion types
• Bar graphs compare performance between campaigns
• Color-coded sections help clients quickly identify qualified vs. unqualified leads

Complete metrics without complexity: The report surfaces exactly what clients need to understand their marketing performance:

• Lead volume (how many leads were generated)
• Lead quality (how many were qualified)
• Lead value (how much revenue they created)

This gives clients the complete picture without requiring them to interpret technical analytics or dig through multiple reports.

Shareable in any format: Present the Summary Report directly during video calls, share the screen to walk through data live, or export it to send via email. The report maintains its professional appearance in every format.

Better Conversations, Not Just Faster Reporting

Speed matters, but the Summary Report's real value goes beyond saving time.

When report creation isn't a burden, the focus shifts from "How do I present this data?" to "What does this data mean?" That changes client conversations.

Instead of rushing through numbers to get to the next task, agencies can explore insights:

• "Qualified lead rate increased 15% this month because we shifted budget toward these higher-performing keywords"
• "Total lead volume decreased slightly, but quote value actually went up 30%—we're attracting better-fit prospects"
• "This unexpected source became your best-performing campaign this month. Here's what that tells us about your audience"

The report becomes a foundation for strategic discussion rather than the end goal itself.

Ready to transform client reporting from a time-consuming chore into an instant, professional deliverable? Start your free WhatConverts trial and generate your first Summary Report in seconds.