Build a reusable outline for your agency

Create a stable core

Use a cover, summary, campaign performance and next steps as your baseline. Keep the client name and reporting period consistent throughout.

Add detail where useful

Geography may matter more to local businesses, while day and hour patterns can help call-focused accounts. Every report does not need every breakdown.

Keep brand elements simple

Prioritise readable titles and metrics before logos. Use agency and client logos in the supported areas.

Review before sharing

Check the selected account and period, data units and empty results. Add client context and action notes to the downloaded PowerPoint file.