- Numbers checked against the platform source
- Results compared to goal, previous month and same month last year
- Explanations separate known causes from guesses
- Work completed is listed
- Next month's plan and needs from the client are clear
- Report is readable in five minutes
Monthly client report checklist
- [ ] Numbers checked against the platform source - [ ] Results compared to goal, previous month and same month last year - [ ] Explanations separate known causes from guesses - [ ] Work completed is listed - [ ] Next month's plan and needs from the client are clear - [ ] Report is readable in five minutes