Monthly Executive Report

Comprehensive monthly report designed for executives and board presentations. Includes high-level KPIs, trend analysis, and strategic recommendations.

2.3k runs
Requires:
Google Ads
Preview with demo data
MARKETING SPEND
$156K
+8% MoM
PIPELINE GENERATED
$2.1M
+15% MoM
CLOSED REVENUE
$567K
+23% MoM
MARKETING ROI
3.6x
+0.4x MoM

Key Insights

Spend increased 8% but pipeline up 15%

Continue scaling efficient channels

LinkedIn CAC improved 25% this month

Increase LinkedIn investment in Q2

Google Search volume declining in target keywords

Expand keyword strategy or increase display

Report Sections

Executive SummaryKey MetricsChannel PerformancePipeline & RevenueStrategic InsightsQ2 Recommendations

About this template

Comprehensive monthly report designed for executives and board presentations. Includes high-level KPIs, trend analysis, and strategic recommendations.

This template connects to your Google Ads account and automatically analyzes your campaign data. The AI agent processes your metrics, identifies patterns, and generates actionable insights—all in a single thread. No manual data exports or spreadsheet work required.

Key Highlights

Executive summary with key takeaways
Month-over-month trend analysis
Pipeline and revenue attribution
Strategic recommendations

Features & Capabilities

Executive Summary

One-page overview of monthly performance

KPI Dashboard

Key metrics with MoM and YoY comparisons

Trend Analysis

Visualizations of performance over time

Revenue Impact

Marketing's contribution to revenue

Strategic Insights

High-level opportunities and risks

Next Month Plan

Recommended focus areas

Who This Is For

Best Use Cases

Board Meeting

Provide a clear, data-driven marketing update to the board.

Monthly Review

Standard monthly marketing performance review.

Budget Defense

Justify marketing spend with clear ROI data.

Getting Started

1

Connect Your Platforms

Link your ad accounts (Google Ads). Read-only access is used to analyze your data.

2

Start a Thread

Click "Start Thread" and the AI agent will begin generating your monthly executive report. It pulls live data from your connected accounts.

3

Review & Take Action

Review the insights, ask follow-up questions, and implement recommendations. Save the report or share it with your team.

Related Templates

Monthly Executive Report — AI Report Template | Synter