A client report tells a client what their money bought this quarter. The readers are the client's marketing or product lead, and often their boss, who sees only this page. They want three answers: did we hit the goals, what should we keep doing, and what happens next. Dashboards from ad platforms give them numbers; a report gives them the meaning and the decisions.
This template follows the shape of a quarterly business review: results against goals, what worked and what did not, and the next 90 days with owners. The example above is a Q3 report from Northbeam Studio, a made-up agency, to Juniper Coffee, a made-up online coffee shop.
What goes in each section
The headline
The result the client cares about most, with the second one beside it: "Cost per new customer down 22%, online orders up 31%." Then a line with the period and where the numbers come from (Shopify and the ad accounts, pulled October 3). Mistake to avoid: leading with activity ("we launched 48 ads"). Lead with the outcome.
01 · Results against goals
Four tiles, each with the result and the goal: $412K online revenue against $380K, $38 cost per new customer against $45, 3.0x return on ad spend against 3.0x, and the miss shown just as clearly, 640 new subscriptions against 900. Then a table by channel: spend, revenue, return, and a verdict for next quarter (Google search: raise budget 20%; Pinterest at 1.4x: stop). A short funnel shows visits to carts to orders. Mistake to avoid: a table without the verdict column. The client wants to know what you will do with each channel.
02 · What worked, what didn't
Two cards each side, each with the reason. Worked: a new landing page halved the cost of a subscriber from search; abandoned-cart emails brought back $31K. Didn't: Pinterest gave cheap clicks and few orders; the subscription page converts 1.1% of visitors where similar shops reach 2.5%. Mistake to avoid: a "didn't" section with nothing in it. Every quarter has something; naming it first is how you keep the account.
03 · Next 90 days
Three priorities as cards (rebuild the subscription page, holiday gift bundles from $45, Pinterest budget moved to search), a timeline with the fixed dates (bundles on sale November 10, last Christmas order December 17), and what you need from the client with dates: bundle prices by October 17, photos approved by October 30. End with owners for each side and the date of the next review. Mistake to avoid: client tasks with no dates. They become the reason the plan slips.
How often and how long
Quarterly, sent two to three days before the QBR call, with a lighter monthly update between. One page: four goal tiles, one channel table, two to four cards per side, three priorities. Raw dashboards and campaign detail belong in a link or an appendix, not in the report. When next quarter's plan is new paid work, send it as a client proposal with priced options.
How to use this template
- In Obsidian: install the free myone.page plugin, run New page from template and pick Client results report.
- With AI: paste the quarter's exports and your notes into ChatGPT or Claude with the prompt from myone.page/ai, or use the Claude skill.
- By hand: copy the Markdown of the example and replace the channels and numbers.
Where myone.page helps
A report sent as a PDF ends the conversation; a shared page keeps it going. Shared from the plugin, the report is one link the client opens without Obsidian, and they can add a note or correct a date in place. Their edits come back to your note, so next quarter's report starts from what you both agreed. If you need live data connectors to Google Ads and Meta with automatic monthly reports, a reporting tool such as AgencyAnalytics or Looker Studio does that part better; this page is for the story on top of the numbers.