Weekly vs Monthly Reporting: What Your Business Actually Needs
There are two types of reporting mistakes: reporting too infrequently (you miss problems) and reporting too frequently (you drown in noise and overreact to random fluctuations).
I’ve seen businesses with £500/month ad spend demanding daily reports — a complete waste of everyone’s time, because there isn’t enough data to draw meaningful conclusions daily. And I’ve seen businesses spending £15,000/month who only check performance once a month, missing thousands of pounds of wasted spend.
The right reporting cadence depends on your business. Here’s how to decide.
Weekly Reporting: When You Need It
You Should Report Weekly If:
- You spend more than £2,000/month on advertising. At this level, a bad week can waste hundreds of pounds before you notice. Weekly checks catch problems fast.
- You’re running new campaigns. New campaigns need close monitoring — daily for the first week, then weekly until they’re stable.
- Your business has short sales cycles. If customers buy within days of first contact (e-commerce, food service, emergency trades), weekly data is immediately actionable.
- You’re actively optimising. During an optimisation phase, weekly reports show whether changes are working.
- Multiple people need to be aligned. If a marketing team and a sales team need to stay coordinated, a weekly update keeps everyone on the same page.
What a Weekly Report Should Include
Keep it tight. A weekly report should take under 5 minutes to read:
The Headlines:
- Total spend this week (all channels)
- Total leads/conversions
- Cost per lead / ROAS
- Week-on-week comparison (↑ or ↓ for each key metric)
Channel Snapshot:
- Each channel in 2-3 lines: spend, results, notable changes
- Highlight anything that’s significantly up or down
Action Items:
- What needs attention this week (max 3 items)
- What was done last week (did it work?)
That’s it. No 10-page documents. No exhaustive breakdowns. A weekly report is a pulse check, not a full medical examination.
For a template you can adapt, see our marketing dashboard guide.
Monthly Reporting: When That’s Enough
Monthly Reporting Is Sufficient If:
- You spend less than £2,000/month on advertising. At lower spend levels, there isn’t enough data for weekly analysis to be statistically meaningful.
- Your marketing is stable. If campaigns have been running for 6+ months with consistent performance, monthly reviews are fine.
- You have long sales cycles. B2B businesses where deals take 3-6 months to close won’t see meaningful weekly movement. Monthly (or even quarterly) is more appropriate.
- You’re resource-constrained. If nobody has time to action weekly insights, there’s no point generating them.
- You’re in a reporting-to-stakeholder context. Board reports, investor updates, and management reviews work better as monthly summaries.
What a Monthly Report Should Include
Monthly reports go deeper:
Executive Summary:
- Month-on-month performance: better, worse, or flat?
- Key wins and key concerns
- Progress against targets/budget
Detailed Channel Analysis:
- Each channel gets a full section: spend, results, trends, and recommendations
- Month-on-month and year-on-year comparisons
- Campaign-level detail for paid channels
Content and SEO Performance:
- Organic traffic trends
- Keyword ranking movements
- Top-performing content
- New pages indexed
Lead and Revenue Analysis:
- Leads by source
- Conversion rates by channel
- Revenue attribution (if possible)
- Cost per lead and ROI by channel
Recommendations:
- What to do more of
- What to change
- What to stop
- Budget reallocation suggestions
Next Month’s Plan:
- Planned campaigns and activities
- Budget allocation
- Key dates and milestones
The Hybrid Approach (What I Actually Recommend)
For most businesses, the right answer is both — but with different depths:
Weekly: The Quick Pulse
A one-page snapshot. 5 minutes to read. Automated where possible. Its purpose: catch problems early and keep the team aligned.
At Black Sheep Marketing, our automated reporting service delivers this every Monday morning at 7am — no human assembly required. The data is pulled from your platforms automatically, and AI highlights anything that needs attention.
Monthly: The Deep Dive
A proper analysis with context, trends, and strategic recommendations. 15-20 minutes to read. Its purpose: inform strategic decisions and track progress toward goals.
This should involve a human analyst who can interpret the data, connect it to business context, and make recommendations that a dashboard can’t.
Quarterly: The Strategic Review
Step back from the tactics. Are you on track for annual goals? Does the strategy need adjusting? Are budgets allocated to the right channels? This is where you make big decisions about direction.
Common Reporting Mistakes
Reporting Everything
A report that includes every metric from every platform is useless. Nobody reads a 20-page report. Be ruthless about what you include. If a metric doesn’t influence a decision, leave it out.
Reporting Without Context
“We had 342 conversions this month.” Is that good? Bad? Expected? Without comparison (vs. last month, vs. target, vs. last year), numbers are meaningless. Always include context.
Reporting Without Recommendations
A report that says “here’s what happened” but not “here’s what to do about it” is only half a report. Every report should end with specific, prioritised actions.
Reporting on Vanity Metrics
Impressions, followers, page views — these are activity metrics, not business metrics. They might belong in detailed monthly reports but should never be the headline of a weekly report. Focus on leads, revenue, ROAS, and cost per acquisition.
Reporting Too Late
A weekly report that arrives on Wednesday is useless — Monday’s decisions have already been made. Timeliness matters. Automated reporting solves this by delivering data on a schedule, every time.
Matching Report Type to Audience
Different people need different reports:
| Audience | Frequency | Focus | Length |
|---|---|---|---|
| Business owner / MD | Monthly | Revenue, ROI, strategic direction | 1-2 pages |
| Marketing manager | Weekly + monthly | Channel performance, campaign detail, optimisation | 1 page weekly, 3-5 pages monthly |
| Sales team | Weekly | Lead volume, quality, source | 1 page, bullet points |
| Board / investors | Monthly or quarterly | KPIs vs targets, budget, growth trajectory | 1-2 pages, charts |
Don’t send the same report to everyone. The MD doesn’t need campaign-level click data. The marketing manager doesn’t need the high-level narrative written for the board.
For more on tailoring reports for different audiences, read our guide on how to present marketing results to your boss.
Setting Up Your Reporting Cadence
Here’s a practical implementation plan:
This Week:
- Decide your reporting frequency based on the criteria above
- Define 5-8 core metrics for your weekly report
- Define 10-15 metrics for your monthly report
- Choose your delivery method (automated dashboard, email, PDF)
Next Week:
- Build or commission your first automated weekly report
- Set up calendar reminders for monthly report creation
- Establish a “report review” meeting cadence
Ongoing:
- Review your reporting setup quarterly — are you tracking the right things?
- As your business grows and marketing spend increases, adjust frequency accordingly
- Automate everything you can — time spent compiling reports is time not spent on strategy
Want Reporting That Just Works?
At Black Sheep Marketing, we provide both automated weekly reports and strategic monthly reviews. The weekly report arrives in your inbox every Monday at 7am — automatically. The monthly review includes expert analysis and recommendations from someone who actually understands your business.
Start Automated Reporting — from £325/month →