Clients

Client Reporting Presentation Structure

Use this structure to outline our presentation. Below, you’ll find screenshots and additional thought starters on what to include in our reports to communicate an effective story with our analytics data.

• Start with a Management Performance Overview & Executive Summary 

• Add on more detailed sections for tactical deep dives on individual agent performance such as:

Richard
Olivia
Emma
Thomas

Eliana

David
Lucas
Amelia
Isabella
Mikael
Samuel
Mila

Ellie
Oscar
John
Luna
Elizabeth
James
Robert
Emily