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Monthly Summary Marketing Report

Client reporting is a very broad topic and there are so many different marketing report options. After many years reporting to clients, we realized that clients didn’t read the reports we were sending them. Our co-founder says, “before starting WhatConverts, our agency actually stopped regular reporting because clients simply weren’t reading them. I would simply pull out a couple insights each month and paste them into an email and quickly explain the good stuff, mention the not so good items and then would then explain what we are doing to improve the items that could be better. This worked really nicely, but was time consuming. So when we developed WhatConverts, we focused on easy to read reporting with data they care about.”

Monthly Summary Report for Agency Client Reporting

Our monthly summary report is a report that distills your marketing from the leads generated into a report that is easy to consume, compare and understand. The beauty of this report is that if they do have questions or want to see more detail, all they have to do is click “see more detail”. This gives them access to a more detailed report with access to the actual leads.

The monthly marketing summary is designed to give your clients a quick overview of leads with access to more info in a simple click.

The monthly report is based on Leads, and broken down into the following sections:

  • Total Leads for the Month
  • Total leads by Conversion Method:
    • Calls,¬†Forms, Chats,¬†Transactions,¬†Events
  • Top 5 Marketing Sources
  • Top 5 Campaigns/Keywords

“View detailed report” gives you access to a more detailed report for deeper insights.

Agency Client Reporting
An Example Full Monthly Summary Report