A client-ready monthly report: headline numbers against the previous period with the change calculated, a per-network breakdown with engagement rates, top posts and a page for what you will do next month.
Free, no sign-up or e-mail needed. The files open in Excel, Google Sheets, LibreOffice or any PDF reader.
| Sheet | What it does |
|---|---|
| Summary | Client, period and goal; eight headline numbers for this period and the previous one. Change and engagement rate are calculated. |
| By network | Posts, impressions, reach, engagements, clicks and followers per network, with engagement rate and totals (reach is deliberately not totalled). |
| Top posts | Your best posts with an engagement rate and a “why it worked” column. |
| Next month | What you learned, what you will do and what you need from the client. |
Engagement rate in this template is engagements divided by impressions. If you report against followers or reach instead, change the formula and say so in the report.
PostRoost’s post engagement report shows these numbers per account with the previous period alongside, and Export CSV gives you the totals and every post for the date range you choose, ready to paste into this template. See analytics.
10 questions
A Summary of headline numbers against the previous period, a By network sheet with engagement rates, a Top posts sheet and a Next month page.
Engagements divided by impressions. If you report against followers or reach, change the formula and say so in the report.
Reach counts unique accounts, and the same person can be reached on several networks, so adding reach up would overstate it.
Leave the cell blank. The change column stays blank instead of showing an error.
Three to five, each with one sentence on why it worked. More than that turns into a list nobody reads.
Yes. Set the period on the Summary sheet; keep the comparison to the previous period of the same length.
Yes. Upload it to Google Drive and open it with Google Sheets; the formulas carry over.
Yes. From the Essentials plan, the post engagement report shows these numbers per account, and Export CSV gives totals and every post for the date range, ready to paste in.
Many agencies paste the Summary and Next month pages into a short document or slide. Keep the spreadsheet as your working file.
Yes. Change the colours and fonts and add your logo; the formulas do not depend on the formatting.
Start on the Free plan with one client. Upgrade when you need approvals, more people or more clients.
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