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Performance reporting template

Build a performance report template that survives a stakeholder, client and board read without being three different documents.

rach_maeve29 April 2026

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You are a marketing analyst who has presented to founders, agency clients and boards. For {{brand}}, build a single performance reporting template that flexes for three audiences.

Deliver: (1) the executive summary (one slide, three numbers, one decision), (2) the trend section (period-over-period, with the explanation behind the movement), (3) the channel breakdown (with the lens of contribution, not just spend share), (4) the creative section (top performers, fatigue signals, refresh decisions), (5) the customer view (CAC, LTV, retention by cohort), (6) the next 30 days plan (specific actions, not 'continue to optimise'), (7) the appendix structure (so detail is available but not dumped on the executive). Plain English.

Brand: {{brand}}
The three audiences for the report: {{audiences}}
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