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?

2 comments

2 Comments

vera_brown401mo ago

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

casey_lane731mo 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.