Put in the month's numbers, pick your brand colour and logo, and get a client-ready report: cover page, headline stats, charts, wins, what you did and the plan for next month. Download it as a PDF or an emailable HTML file. Free, nothing uploaded.
Saved on this device, so next month's report is one click.
One row per metric. Only the name and this period's number are required.
Two shapes work. Metric, This month, Last month, Target with those words in the header row, or a plain time series such as Metric, Apr, May, Jun, Jul where the last column is the current period. Three or more periods gets you a trend line instead of bars. Tab separated text pasted straight out of Sheets or Excel is safest, because commas inside numbers stay intact.
This updates as you type. The charts below are the ones that go into the report.
Tell it what actually happened, then let it draft. Everything stays editable.
Reporting platforms charge roughly twenty five dollars per client per month for a dashboard most clients never log into. What the client actually reads is the monthly summary: what the numbers did, what you did about it, and what happens next. This page builds exactly that document, branded to your agency, for free, and it never sends your client's numbers anywhere.
A cover page in your brand colour with your logo, the client's name and the reporting period. A headline page with every metric as a stat tile, its change against last month, and whether it hit target. Charts drawn for each metric, picking paired bars for a simple month on month comparison, a trend line when you supply three or more periods, and a target dial for rate metrics. Then wins, what we did, and the plan for next month. You get the same report twice, once as a multi page PDF and once as a self contained HTML file you can attach to an email or paste into a client portal.
Type a few rough notes about the month and the draft button turns your numbers plus those notes into a summary, a wins list, a what we did list and a next month plan. Every one of those lands in a normal text box that you edit before export, because a client report signed off by you is worth more than one generated behind your back. The drafting only sees the figures you entered and the notes you wrote, nothing else is fetched. It is still a draft. Read every figure it quotes against your table before you send the report, your name is on it.
Your agency name, contact line, brand colour, currency and logo are remembered in this browser. The report you are part way through is kept too, so a closed tab or an accidental refresh does not cost you the numbers or the write-up. Once you export, your metric names and this month's figures are saved for next time and come back already filled into the last month column. Open the page, type five numbers, draft, export. That is the whole job.
Client figures, logos and notes stay in your browser, they are never uploaded. Two exceptions. The page counts anonymous visits, with no report data attached. And when you press the draft button, the metric names, the figures and your notes are sent to the drafting step, and only then.