Did you know Play-Doh started as a failing wallpaper cleaner?
It only pivoted to become the successful children’s toy it now is when one of the founder’s sisters-in-law heard people were buying their product to make affordable Christmas ornaments for children.
Now, hearsay isn’t the only source of information we have to help us make business decisions. Today, we have tools like weekly reports and monthly activity reports to help us evaluate our performance.
Here's how to create impactful business reports, why they're essential, and templates to help.
As the name suggests, it’s a regular report sent on a monthly basis to all your internal stakeholders to update them on what’s happened in the month, progress towards goals, and what’s in store for next month.
Creating a clear, structured monthly report is beneficial regardless of your seniority or position. Done well, it communicates that you’re clear on your responsibilities, proactive with communication, and excellent at your role.
Monthly reports give you a precious opportunity to zoom out from your day-to-day activities to refocus on what helps create value and move you towards your goals.
With reports, you’ll get an overview of what’s working and what’s not working in your role or small business, helping you make better decisions regardless of your role or seniority.
Your management team, clients, and stakeholders rely on monthly reports to answer these essential business questions.
Similar to how Play-Doh was invented by observing trends, business reports provide data to optimize campaigns, pivot to new markets, and introduce new products.
For every report, think about what you’re trying to achieve.
What am I reporting on here? What KPIs will be relevant to measure progress or support my message?
Not sure which KPIs to include in your report? We’ve got over 50 KPI examples for you to use as a starting point.
Once you’ve agreed on a structure and KPIs to include, keep your report format consistent. Consistent structure and elements make it easier for everyone to assess how metrics change from one month to the next.
It’s a win-win situation, faster reporting for you, and easier decision-making for your recipients.
Next, get all your raw data into one place. With our integrations, you can import all your tools' data into one report, saving time and energy.
Make your report visual! Visuals help comprehension and look much more professional than a plain black and white document or a boring Excel spreadsheet.
3 ways you can use visuals in your project report template.
Need some design tips for your report or dashboard? We’ve got a guide here to help you.
Every report needs to answer the ‘So What’ question - why this data is essential and what it means to the business.
Do this by including recommendations and next steps in your report. DashThis has a neat notes and comments feature to help you add context and create a story around your data while keeping your dashboard presentable.
Ideally, these recommendations should answer one of these questions:
Once you’ve got your recommendations, assign who is going to make your recommendations a reality.
How to write a clear action item? Answer these 4 questions.
Either use a separate page in your report to track action items or track it within your DashThis report using notes and comments.
The best monthly reports are visual and get to the point quickly.
To help you out, we’ve got several report examples you can customize and re-use for all your reporting needs.
Get to the point by presenting monthly highlights upfront. This template includes a variety of goal performance trackers to help busy executives see how the business is performing against assigned targets in real-time for easier decision-making.
DashThis’s digital marketing report template
Get all your data from your entire digital marketing suite organized and neatly presented in one report. This digital marketing report is built to simplify the life of a busy digital marketer, helping you bring all the data across multiple tools in one place.
DashThis’s Google Analytics report template
Work regularly with Google Analytics?
With our Google Analytics integration, you’ll quickly get your Google Analytics data out of the tool into a beautifully formatted report in minutes. without having to overwhelm your readers with irrelevant metrics and data.
Psst, we also support GA4 as a native integration. Check it out here.
DashThis’s sales report template
Tracking monthly sales, marketing effectiveness and where customers come from is essential. Have all these metrics in one place for easy review with this template.
Keeping an eye on your SEO metrics ensures your optimization efforts improve your organic traffic and bring in qualified leads for your business.
Step 1: Sign up for an account with DashThis. We have a fully-featured 15-day free trial to see if we’re right for you.
Step 2: Choose from over 40+ integrations and connect your marketing tools and data sources in seconds.
Step 3: Select the metrics to include in your report from DashThis’ preset widgets.
Step 4: Add as many data points as you need to set up your report. Once done, save your completed report as a template so you can reuse the template for future monthly reports and clients - saving even more time!
Bonus time-saving tip: Automatically schedule to send your report through email. Just enter the email addresses of the recipients you want to send your report to, and you’re done!
Start building your monthly business report!
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