IMPACT

Monthly Client Reporting

Send the monthly report without the last-minute chase.

Set a recurring reporting task in IMPACT. Collect results, check the figures, review the report and assign the next actions for each client.

Every report has an owner and due date

One reporting cycle, every month

  1. 1
  2. 2
  3. 3
  4. 4
Reviewed report, assigned next steps

Sound familiar?

It is month-end. Updates are scattered across chats, last month’s figures are still in the draft, and the report is due tomorrow.

Put it into practice

Prepare an agency’s monthly client report.

Reuse one reporting checklist each month: results, completed deliverables, open issues and the next month’s plan.

A coordinator schedules monthly client tasks on a planner.
  1. 01

    Schedule the report

    Set the reporting task to repeat monthly with its owner, review step and due date.

  2. 02

    Gather this month’s results

    Record completed deliverables and agreed measures. Attach source reports so figures can be checked.

  3. 03

    Check and approve

    The account lead checks the period, figures and open issues against the checklist before approving the report.

  4. 04

    Record the client follow-up

    Attach the final report, record the discussion and assign next month’s actions with due dates.

Reviewed report, assigned next steps
  • No rebuilding the checklist
  • Figures that can be checked
  • Follow-ups with owners

Let’s walk through your process.

Bring us a task your team knows. We’ll show how to organise the steps, review the results and keep the records.

Book a Demo