Client Reporting Dashboard Plan With Date Ranges and Plain-Language Notes
Plan a recurring client report with a clear narrative.
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Plan a Looker Studio dashboard for client reporting. The client and goals: [CLIENT_AND_GOALS]. Data sources: [DATA_SOURCES]. Metrics and dimensions the client cares about: [METRICS]. Reporting rhythm: [REPORTING_RHYTHM]. Design pages (summary, channels, content or campaigns, notes), the scorecards and charts with metric definitions, default date range and comparison (previous period), filters for the client, and a plain-language notes box that the analyst updates each month with three sentences. Provide naming and ownership for data sources, a monthly checklist (refresh data, check totals against source platforms, update notes, send link), and common errors (sampling, time zones, filtering mismatches). Include a template for the notes with an example using invented numbers and the arithmetic of percentage change. Connector availability and features differ; mark them [VERIFY]. Add a worked notes example with invented numbers: 'Sessions rose 8 percent (4,200 to 4,536) after the April email campaign; conversions were flat at 96, so we will test the landing page next month.' Include the arithmetic for the percentage and a rule to avoid claiming cause without evidence.
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