# Oktavia Agency Reporting Template

Canonical URL: https://oktavia.app/docs/oktavia-agency-reporting-template.md

## Purpose

Use this template for weekly and monthly agency reporting.

The report must connect activity to business outcomes. It must not only report impressions or posts published.

## Weekly Report

### Summary

```text
Period:
Channel:
Campaigns active:
Spend:
Main result:
Main issue:
Decision needed:
```

### Traffic And Cost

Report by `utm_source`, `utm_medium` and `utm_campaign`.

```text
Sessions:
Users:
Spend:
CTR:
CPC:
CPM:
Landing page:
```

### Funnel Events

Report event counts and conversion rates:

- `pricing_view`
- `pricing_calculator_used`
- `onboarding_view`
- `lead_magnet_view`
- `lead_magnet_downloaded`
- `trial_requested`
- `register_started`
- `register_completed`

### Lead Quality

For every lead source, report:

```text
Total leads:
MQL:
SQL candidate:
Disqualified:
Unknown:
Company size:
Buyer role:
Primary pain:
Commercial notes:
```

### Creative Performance

Report by `utm_content`.

```text
Creative:
Message:
Format:
Impressions:
Clicks:
CTR:
Conversions:
Cost per conversion:
Learning:
```

### Decisions

Every weekly report must end with one of these actions:

- scale,
- keep testing,
- adjust audience,
- adjust creative,
- adjust landing,
- pause,
- stop.

## Monthly Report

### Executive Summary

```text
Month:
Total spend:
Best channel:
Best campaign:
Best landing:
Best audience:
Qualified leads:
Sales feedback:
Recommended next month:
```

### SEO And Organic Visibility

Report:

- indexed pages,
- impressions,
- clicks,
- queries,
- top landing pages,
- technical issues,
- content shipped,
- content to improve.

### Paid Media

Report:

- campaign performance,
- budget allocation,
- cost per qualified lead,
- creative learnings,
- search terms,
- negative keywords,
- retargeting performance.

### Content And Social

Report:

- posts published,
- content themes,
- engagement,
- clicks,
- leads generated,
- audience learnings,
- next content bets.

### Conversion And Product Feedback

Report:

- top CTAs,
- registration friction,
- pricing objections,
- onboarding interest,
- feature interest,
- sales questions repeated by leads.

### Next Month Plan

```text
Campaigns to scale:
Campaigns to pause:
New experiments:
Landing pages needed:
Lead magnets needed:
Budget proposal:
Expected outcome:
```

## Required Attachments

Attach:

- campaign URLs with UTMs,
- creative previews,
- ad copy,
- search term report if applicable,
- negative keyword changes,
- exported lead report or CRM notes,
- analytics screenshots only when they support a decision.

## Reporting Rules

Reports must:

- use Oktavia UTM policy,
- separate leads from qualified leads,
- show landing page performance,
- include decision recommendations,
- document what changed since last report.

Reports must not:

- hide performance behind vanity metrics,
- mix campaigns without source/medium/campaign,
- report only platform metrics without Oktavia conversion events,
- make strategic changes without documenting the reason.