Clear, consistent reporting ensures that clients and internal teams have the information they need to track progress, evaluate success, and make informed decisions. At Forge Marketing, we standardise reporting formats to keep communication transparent and professional.

1. Client Reports

Frequency: Weekly or Monthly (depending on client agreement)
Format: PDF or Google Slides
Content Includes:

• Campaign summary and key highlights
• Performance metrics (impressions, clicks, conversions, ROI)
• Budget spend vs. forecast
• Next steps and recommendations

2. Internal Project Status Reports

Frequency: Weekly
Format: Shared dashboard (Project Management Tool) + PDF summary if needed
Content Includes:

• Current status of all active tasks
• Milestones achieved
• Risks/blockers identified
• Resource allocation and workload overview

3. Creative Deliverable Reports

Frequency: As needed (linked to project phases)
Format: Shared Drive folder + Project Tool task updates
Content Includes:

• Draft deliverables with version history
• Feedback log from Account/Strategy teams
• Final approved assets ready for client delivery

4. Strategy & Insights Reports

Frequency: End of campaign or quarterly
Format:PowerPoint/Google Slides deck
Content Includes:

• Market research findings
• Audience engagement analysis
• Competitor benchmarking
• Strategic recommendations

5. Financial Reports

Frequency: Monthly / Quarterly
Format: Excel / Google Sheets
Content Includes:

• Budget vs. actual spend
• Forecasts and projections
• Departmental cost breakdowns
• ROI analysis

Best Practices for Reporting

Use visuals (graphs, charts, infographics) for clarity.
Keep reports concise — focus on insights, not just data.
Always include a summary page or executive overview.
Save reports in the designated Shared Drive folders with clear naming conventions (e.g., ClientNameReportAug2025_v1).