# Monthly client report worksheet

Blank planning file. No account, analytics connection or AI generation is included.
Guide: https://brainbaby.ai/blog/monthly-client-report-template
Editable business-review deck and brief form: https://brainbaby.ai/presentation-templates/quarterly-business-review

## Reporting identity

- Client or project:
- Audience:
- Report owner:
- Reporting start / end / time zone:
- Comparison start / end / time zone:
- Decision or approval needed:
- Source export dates:

## Metric definitions and records

| Metric and unit | Definition / eligible population | Source | Previous period | Current period | Target | Data limitations |
| --- | --- | --- | --- | --- | --- | --- |
| [Metric] | [Counting rule] | [File or report] | [Value] | [Value] | [Value] | [Missing data or changes] |

For a rate, name the numerator, denominator and observation window. Use a matched population; do not divide unrelated calendar totals and call the result a cohort conversion rate.

## Delivered work

| Commitment | Delivered output / record | Acceptance status | Scope change or dependency |
| --- | --- | --- | --- |
| [Commitment] | [Evidence] | [Confirmed / awaiting review] | [Detail] |

## Commentary

- Observed change, with units and period:
- Calculation checked against source:
- Possible explanation, clearly marked as a hypothesis:
- Evidence needed to assess that explanation:
- Comparison or attribution limits:

## Next actions and decisions

| Action or approval | Owner | Due date | Success check |
| --- | --- | --- | --- |
| [Action] | [Name] | [Date] | [Observable result] |

## Before drafting or sharing

- [ ] Dates, time zone, metric names and eligibility rules match the source records.
- [ ] Rate denominators and percentage-point changes are checked.
- [ ] Calendar counts and matched-cohort outcomes are distinguished.
- [ ] Missing information remains visible; no result or quote was invented.
- [ ] Work started is distinguished from delivered or accepted work.
- [ ] Only authorized information needed for this report is included.
- [ ] Hypotheses are separate from verified observations.
- [ ] Next actions have owners and dates, or explicit placeholders.
- [ ] The final exported deck will be reviewed before it is sent.

## Presentation brief

Create a monthly client-review presentation for [client/project]. Reporting period: [dates and time zone]. Audience: [audience]. Decision needed: [decision]. Use only the checked records above. Keep definitions and sources, separate observations from hypotheses, label missing information and end with owners and deadlines. Do not infer a cohort conversion rate from unmatched calendar totals. Use the existing 10-slide business-review outline as a starting point and replace quarterly labels with the intended monthly period. Review the brief and account allowance before confirming AI generation.