PlaybooksFor agencies

Prove marketing ROI to clients with a one-page monthly report

Clients don't want 20 charts. They want to know which channels brought customers. A simple report structure agencies can reuse.

HeyLead Attribution Team

Aug 28, 2026 · 2 min read

The HeyLead overview dashboard with leads by channel, top campaigns and latest leads

The best client reports answer one question on the first line: did the marketing bring customers this month, and from where?

The one-page structure

One sentence: what happened this month
Leads and customers by channel, versus last month
Top three campaigns by customers, not clicks
One recommendation for next month

Show journeys, not just totals

Pick one real lead and show its journey. Seeing that a blog post started it and an ad closed it explains your strategy better than any chart.

Written by HeyLead Attribution Team

Attribution specialists. We write about finding out which marketing really brings customers.

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