Monthly Report3 minute read
Monthly client report template.
A monthly report steps back from weekly progress to show results against goals, key decisions, and the plan for next month.
Copy the template
## Monthly Client Report **Client:** [Client name] **Month:** [Month Year] **Prepared by:** [Your name] **Date:** [Date] ### This month at a glance One-paragraph summary of results, challenges, and the direction for next month. ### Results against goals | Goal | Target | Actual | Status | |------|--------|--------|--------| | [Goal 1] | [Target] | [Actual] | [On track / Behind / Ahead] | | [Goal 2] | [Target] | [Actual] | [On track / Behind / Ahead] | | [Goal 3] | [Target] | [Actual] | [On track / Behind / Ahead] | ### Key metrics | Metric | This month | Last month | Change | |--------|------------|------------|--------| | [Metric 1] | [Value] | [Value] | [+/-X%] | | [Metric 2] | [Value] | [Value] | [+/-X%] | | [Metric 3] | [Value] | [Value] | [+/-X%] | ### What changed and why Brief explanation of significant changes in the metrics. ### Decisions made 1. [Decision 1 and impact] 2. [Decision 2 and impact] 3. [Decision 3 and impact] ### Spend summary - **Budget:** [Amount] - **Spent:** [Amount] - **Remaining:** [Amount] ### Next month's plan - [Priority 1 with owner] - [Priority 2 with owner] - [Priority 3 with owner] ### Questions for the client 1. [Question 1] 2. [Question 2]
Questions & answers
What's the difference between a weekly and monthly report?
Weekly reports cover progress and decisions. Monthly reports show results against goals and set the plan for next month.
Should I send both weekly and monthly reports?
Yes, if the client wants detail. Weekly reports keep them informed. Monthly reports help them step back and see the bigger picture.
Can AI write my monthly report?
An AI assistant can draft it from your connected tools and weekly reports. Geniusly prepares it in Slack for your review.
How long should it be?
Short enough to read in 3-5 minutes. Link to detailed reports rather than pasting everything.
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