We tested two ways to handle our agency's client reporting last quarter

One team used a basic spreadsheet they emailed out, while my group built a simple dashboard in Google Data Studio that updated live. The dashboard clients opened the reports three times more often and asked way fewer basic questions about their numbers. What's the best tool you've found for making reports that clients actually look at?

3 comments

3 Comments

vera_brown403mo ago

Forget the tool, just make the numbers tell a STORY.

casey_lane733mo ago

Totally agree, the story is what sticks. Found that picking one key number and building a simple slide around why it moved works best. Gets people to actually listen instead of just staring at a spreadsheet.

sandragonzalez1mo ago

Wait, is it really just about one number? I've found the tension between a couple numbers is what tells the real story, like budget vs actual or last year vs this year.