Client campaign reports
Prepare weekly performance reports and next steps for each client.
Replaces: copying numbers into a slide template for each client
Saltbox Digital · Client campaign reports
Client campaign reportsSaltbox Digital
Hannah OkaforAccount managerHO
- Clients
- 14
- Weekly reports, Nov 5 to Nov 11
- Drafts ready
- 9
- 8 new, 1 revised after late data
- Sent
- 4
- Approved and sent from Gmail
| Client | Channels | Spend | Key result | Week over week | Status |
|---|---|---|---|---|---|
| Google Ads, Reddit Ads | $6,840 | 286 orders | +14% | Draft ready | |
| Google Ads, Meta (sheet) | $4,120 + Meta | 58 bookings so far | Waiting | Incomplete | |
| Google Ads, LinkedIn Ads | $3,480 | 38 inquiries | +6% | Sent | |
| Google Ads | $5,960 | 121 bookings | +9% | Changed after approval | |
| Google Ads, Reddit Ads | $2,310 | 164 day passes | -4% | Draft ready | |
| Google Ads, LinkedIn Ads | $7,450 | 92 applications | +3% | Sent | |
| Google Ads | $1,940 | 47 leads | -8% | Sent |
Showing 7 of 14 clients
Ran today at 7:00 AM
- Refreshed Google Ads, LinkedIn Ads and Reddit Ads for 14 clients
- 9 drafts waiting for review; 4 reports sent this week
Runs on its own
Drafts reports after each data refresh
After each weekly data refresh it drafts every client's report with spend, results, what changed and next steps, and flags clients with missing data.
Waits for you
Sending anything to a client
Nothing goes to a client until you approve it. Approved reports keep their version, and late data starts a new one instead of changing what you approved.
Works with
Google Ads
LinkedIn Ads
Reddit Ads
Google Sheets
Gmail
What it keeps track of
- Client
- Account mappingsgoalrecipients
- Report
- Periodversionstatusapprover
- Metric snapshot
- Sourcespendresultspulled at
- Commentary
- Measured change or hypothesisevidence
- Delivery
- Recipientsent timeGmail message
