Free agency client report template for Google Slides
A white-label monthly performance report, generated one per client account from your campaign data.
Free to copy, no sign-up: the file opens in your own Google Drive. Updated November 13, 2026.
What’s in the agency client report template
Every block has a placeholder showing where your details go. Type over them by hand, or bind each one to a field in your data and let it fill itself.
- Cover with the client's logo and reporting period {{client.name}} · {{period}}
- Headline metrics row {{metrics.spend}} · {{metrics.leads}}
- Channel performance table loop: {{channels}}
- Chart block bound to the period data {{charts.trend}}
- Written summary and recommendations {{summary.narrative}}
- Next-month plan {{plan.actions}}
How to use this agency client report template in Google Slides
- 01
Copy the template to your Google Drive
Press "Copy to my Google Slides". Google asks to make a copy, and the copy is yours to edit; the original is never changed. All you need is a free Google account.
- 02
Replace the placeholders with your details
Text in double braces, like {{client.name}}, marks where your own values go. Work down the slides: cover with the client's logo and reporting period; headline metrics row; channel performance table, and so on.
- 03
Make it match your brand
Swap the logo, colours and fonts in Google Slides as you would in any presentation. The layout is built to hold when the text changes.
- 04
Download it as a PDF, or share the link
File, then Download, then PDF Document gives you a file to send or print. Download as PowerPoint (.pptx) works too if someone needs it.
- 05
Making these regularly? Fill it from your data
Connect Airtable, Google Sheets or a CSV to SourceToDocs and it fills a copy of this template for every row, so you stop retyping.
The monthly client report is the document agencies rebuild most often and enjoy least. The work is real but repetitive: pull the numbers, drop them into last month’s deck, rewrite the commentary, fix what the paste broke, export, send. Multiply by every account.
What to include in a client report
| Section | What to write | Example |
|---|---|---|
| Cover | Client name and logo, reporting period | Acme Co · October 2026 |
| Headline numbers | Three to five metrics the client cares about, with change | Leads 87 (+22%) · Spend $12,400 |
| What we did | The work delivered this period | 4 campaigns launched, 2 landing pages |
| Channel performance | One row per channel: spend, results, cost per result | Paid search · $6,100 · 51 leads · $120 |
| Trend chart | The main metric over the last six to twelve months | Leads per month |
| What it means | Two or three sentences of interpretation | Search is carrying growth; social is flat |
| Next month | What you will do and what you need from the client | Test two new audiences; need new creative |
How to write a client report clients read
- Open with the answer. “Leads were up 22% on the same spend” belongs on the first slide, not the last.
- Report against the goal you agreed, not every metric the platforms export.
- Explain changes. A number that moved without a reason invites a call.
- Say what happens next. The plan is what the client is paying for.
- Keep the layout identical each month, so the client learns where to look.
One report per client without rebuilding it
The effort is not in one report; it is in doing it for every account every month. Keep the numbers in one table with a row per client and period, and the same deck fills itself for each of them. For the wider process, see the agency client reporting guide.
What changes when you generate it
The template stops being a file people copy and becomes a layout the data fills. The design is owned by whoever built it in Google Slides; the numbers come from the platforms; the narrative stays yours, written once per client in a field next to the data. A run produces every client’s report at once, and a correction is made in the data and regenerated rather than fixed in twelve separate files.
Fill this agency client report template from Airtable, Google Sheets or a CSV
Connect an Airtable base, a Google Sheets spreadsheet or a CSV file, map each field to a placeholder, and generate. One run can produce a single deck or one per matching row, delivered to your Google Drive.
Accounts · Airtable + ad platform APIs
Template: Google Slides or Docs
{{client.name}}
Monthly performance report
{{metrics.spend}} spend
{{metrics.leads}} leads
{{summary.narrative}}
one report per client, in that client's brand
Generated output
SlidesPDFAcme Co
Monthly performance report
$12,400 spend
87 leads
Lead volume up 22% on last month.
Who uses this agency client report template
Marketing agencies
Produce a branded report for every account on the same cycle without an account manager rebuilding each one.
Read the guideFreelancers and consultants
Send a report that looks like a studio made it, from the data you already collect for the work.
Read the guideIn-house marketing teams
Report to stakeholders monthly in a fixed format that makes periods comparable at a glance.
Read the guideAutomate this
- Weekly client report decks from Airtable with n8n n8n · steps Claude skill
Every Monday, one branded Google Slides report per client, built from your Airtable base and delivered to Google Drive. Set it up with Claude, run it with n8n.
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View templateCommon questions, answered
Can the report be white-labelled per client? +
Why Slides rather than a document? +
Where do the numbers come from? +
Can I generate every client's report in one run? +
Is this agency client report template free? +
Can I download this agency client report template as a PDF or PowerPoint file? +
Generate this document from your data
Start on the free plan, connect Airtable, Google Sheets or a CSV, and export a real Google Slides file. No watermark, no credit card.