Free client reporting template
for marketing agencies.
A structured template covering the metrics that matter across paid media, ecommerce, analytics, and CRM. Designed to be consistent across clients so your team isn't reinventing the format every week.
What's in the template
Executive Summary
- ✓ Total revenue vs. goal
- ✓ Total ad spend vs. budget
- ✓ Key wins this period
- ✓ One thing that needs attention
Paid Media (Meta Ads + Google Ads)
- ✓ Spend by platform
- ✓ ROAS by platform
- ✓ CPA / CPL
- ✓ Top-performing campaigns
- ✓ Budget pacing
Ecommerce (Shopify)
- ✓ Total revenue
- ✓ Orders and AOV
- ✓ Conversion rate
- ✓ Top products
- ✓ New vs. returning customers
Traffic & Analytics (GA4)
- ✓ Sessions by channel
- ✓ Organic traffic trend
- ✓ Top landing pages
- ✓ Goal completions
Month-over-Month Summary
- ✓ Key metric changes
- ✓ What drove the change
- ✓ Recommendations for next period
Free download
Get the template
Enter your email and we'll send the Google Sheets template link directly. No signup required beyond your email.
We'll also send one email about Braidscope's closed beta. You can unsubscribe anytime.
Want this as an automated dashboard instead of a spreadsheet?
Braidscope replaces manual templates with live dashboards that update automatically. Same metrics. No spreadsheet required.
Join early access →How to use the template
Make a copy
Duplicate the Google Sheet. One copy per client. Name it by client and month.
Pull your data
Fill in the metrics manually, or use Supermetrics to auto-pull from each platform.
Write the summary
Fill in the Executive Summary. This is what clients actually read. Keep it 3 to 5 bullets.
Share the link
Share the Google Sheet link with the client, or export as PDF. Done.
The honest limitation of any spreadsheet template
This template is a good starting point. But it has a ceiling. Spreadsheet templates require manual data entry (or Supermetrics at extra cost). They don't update automatically. They don't detect anomalies. They don't answer ad-hoc client questions.
With a spreadsheet template
- ✕ Manual data pull every week (30–60 min per client)
- ✕ Formulas break when platform exports change
- ✕ No real-time data
- ✕ Clients can't check it between your updates
- ✕ No AI answers for ad-hoc questions
With Braidscope
- ✓ Data syncs automatically every day
- ✓ Dashboards built from the moment you connect
- ✓ Live data your clients can check anytime
- ✓ AI answers ad-hoc questions in plain English
- ✓ Automated weekly Slack and email reports
Free resource
Want this as an automated dashboard instead of a spreadsheet?
Braidscope replaces your reporting template with live dashboards that update themselves, answer AI questions, and deliver weekly reports automatically.
Join early accessNo credit card. No setup fee. Limited spots for closed beta.