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What reports should a marketing agency send every month?

Quick answer

A monthly agency report should show spend, leads or sales, cost per lead and per customer, results by channel and campaign, what was tested and learned, website and SEO performance, and clear next steps. It should connect marketing to business outcomes such as bookings or revenue, not just impressions, reach and likes.

What reports should a marketing agency send every month? — answered by UpSocially

Core business metrics

  • Total spend: ad spend and fees.
  • Leads, enquiries or sales.
  • Cost per lead and cost per customer.
  • Revenue or pipeline influenced, where trackable.

Channel and campaign breakdown

  • Results for Google, Meta, LinkedIn and others separately.
  • Best and worst performing campaigns and ads.
  • Changes made during the month.

Website and SEO

  • Organic traffic and enquiries.
  • Keyword and ranking progress.
  • Conversion rate on key pages.

Insights and next steps

  1. What was tested and what was learned.
  2. Problems found, such as slow follow-up or low-quality leads.
  3. Plan and priorities for next month.

What a good report avoids

Pages of impressions, reach and follower counts with no link to enquiries or sales. These numbers can support the story but should never be the headline.

Review together

Ask for a monthly review call to walk through the report, and confirm you can see live data in your own ad accounts at any time.

A one-page summary

Ask for a short summary at the top of every report: what happened, what it cost, what it produced and what changes next. Busy owners should understand the month in two minutes without reading every chart.

Monthly agency report contents
SectionIncludes
Business resultsSpend, leads, cost per lead, sales
ChannelsResults by platform and campaign
Website and SEOOrganic traffic, rankings, conversion
InsightsTests, learnings, problems
Next stepsPlan for next month

Key takeaways

  1. Reports should connect marketing to business results.
  2. Break down results by channel and campaign.
  3. Every report should end with clear next steps.
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