A client reporting template for agencies: one report per client per month, built from numbers you already keep rather than rebuilt from scratch at month end.

What's inside

• Reports — one row per client per reporting period, as a task so it lands in My Tasks with a due date. Carries the headline result, the status, and whether the period came in ahead, on or behind target
• Metrics — the numbers, each with its target alongside its value and a plain result: Beat, Met or Missed. A number without a target is trivia
• Highlights — the written part, tagged as What moved, What didn't, What we learned or Next month
• Clients — reporting cadence, the report day, and who actually signs off
• Dashboards — reports by status and outcome, metrics by result

Why the result is a field and not a calculation: the template format has no formula support, so a computed verdict would be a stale number pretending to be live. Marking a metric Beat, Met or Missed takes a second and forces the judgement a client actually wants — someone decided this went well, rather than a spreadsheet coloured a cell green.

Why reports are tasks: a monthly report has a due date and an owner, and if it does not appear in somebody's task list it gets written the evening before. This puts it where the rest of the work is.

No module required, so it installs into any workspace. Pairs with Agency Client Delivery for the work the numbers come from, and Retainer Management & Utilisation for whether the account is profitable.