Agency template

Free agency client reporting template

A per-client reporting structure that stays consistent across the roster — definitions written down, monthly sections, reconciliation built in — so any analyst can run any client.

No spam, no sequence — a person replies within one business day. Prefer email? alex@operamos.com

What happens after you submit

Within one business day you'll get a reply from a human who has actually looked at what you sent — not a calendar link blast.

If you shared a sample report, we review its structure first (tabs, sections, KPI columns) so the first call starts from your reality, not a generic pitch.

Anything you share stays private: view-only access is enough, we never edit, and we're happy to sign an NDA first.

What's inside

Tabs & columns
Client weeklythe client-facing view: Spend · New customers (their definition) · CAC · ROAS, monthly sections stacked
Definitionsthis client's events, prefixes, geos, currency and targets — the page that stops definition drift between analysts
Reconciliationplatform vs MMP per channel, variance flagged
Roster overviewone internal row per client: status, last updated, CAC vs target — your Monday triage view

How to use it

  1. Duplicate per client; fill the Definitions tab in the kickoff call — it's the contract
  2. Keep the column order identical across clients even when definitions differ — that's what makes handovers safe
  3. Update the roster overview as you finish each client; it becomes the ops dashboard
  4. Date-stamp every weekly block; never reuse rows

Then let Opera keep it updated

This structure is exactly what Opera automates best: per-client definitions stored once, every client's weekly block appended on schedule, the roster overview always current, summaries to each client's channel. See how reporting automation works.