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Agency client report template

A white-label monthly performance report, generated one per client account from your campaign data.

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Free plan, no credit card. Bring your own design or start from this layout.

The actual template Agency client report template shown in Google Slides

What’s in this template

Every block is bound to a field in your data. The layout stays exactly as designed; only the values change from one run to the next.

  • 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 this template fills itself

Connect Airtable, Google Sheets, a SQL database, a CSV or a REST API, map each field to a placeholder, and generate. One run can produce a single document or one per matching record.

Reports: A white-label monthly performance report, generated one per client account from your campaign data.

Accounts · Airtable + ad platform APIs

ClientSpendLeads
Acme Co$12,40087
Northwind$8,15054
Globex$21,900132

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

SlidesPDF

Acme Co

Monthly performance report

$12,400 spend

87 leads

Lead volume up 22% on last month.

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Who uses this template

Marketing agencies

Produce a branded report for every account on the same cycle without an account manager rebuilding each one.

Read the guide

Freelancers and consultants

Send a report that looks like a studio made it, from the data you already collect for the work.

Read the guide

In-house marketing teams

Report to stakeholders monthly in a fixed format that makes periods comparable at a glance.

Read the guide

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 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.

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Common questions, answered

Can the report be white-labelled per client? +
Yes, and that is the point of generating rather than duplicating. Logo, palette and cover details come from the client record, so one template produces a hundred reports that each look like they were made for that client.
Why Slides rather than a document? +
Because a client-facing report is a designed artefact with a fixed length: charts, logos and metric tiles sit exactly where the designer placed them. When the amount of content is unpredictable instead, use a Google Docs report so pages break and tables grow.
Where do the numbers come from? +
Whatever holds them: Airtable, Google Sheets, a SQL database, a CSV export or the ad platform's API through a REST data source. You map each field to a placeholder once and every month fills the same layout.
Can I generate every client's report in one run? +
Yes. Filter the accounts table to the clients due this cycle and the run produces one report per matching account, each scoped to that client's data.

Generate this document from your data

Start on the free plan, connect a data source, and export a real Google Slides document. No watermark, no credit card.

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