Sheet2ChartClient reporting from clean source exports
Who: Agencies and client-service teams
Problem: A client asks a question before the review call, and building the answer by hand eats the afternoon.
Outcome: A concise dashboard ready before the call, with the calculation behind every number visible when questions arise.
- Upload a client-approved export.
- Filter the dashboard to the relevant period or segment.
- Use receipts to show clients how an answer was calculated.
What the export usually looks like
Client reporting runs on three kinds of numbers: what was spent, what was delivered, and what it produced. A clean export carries all three in one table:
| Column | Used for |
|---|---|
| Period | Month-over-month comparison |
| Category / Channel | Spend by category, filters |
| Budget and Spend | Spend against budget, variance |
| Deliverable and Status | Delivered, in progress, overdue |
| Result (leads, sales) | Outcomes and cost per result |
Keep the columns generic rather than client-specific, and the same file shape works for every account. The client reporting dashboard in Excel guide explains that template in detail.
The numbers the dashboard shows first
For a client export Sheet2Chart typically proposes:
- Spend against budget for the period, with the variance.
- Deliverable status: delivered, in progress, and overdue counts.
- Results for the period, such as leads or sales, with the change against the previous period.
- A spend-by-category chart, a status breakdown, and a monthly trend of spend and results.
A question you can ask, and what the receipt shows
The pre-call question is usually some version of “why did we spend more than planned this month?” Ask it, and the answer arrives with:
- Measure: Spend, summed, minus Budget, summed
- Filter: Period = this month
- Grouped by: Category, showing the largest overspend
On the call, the same receipt is the explanation. There is no “let me get back to you” because the calculation is already on the screen.
When Excel is enough, and when to upload
A recurring monthly report with a fixed template is a fine Excel job, and the guide above shows how to build it once and reuse it across clients.
Upload the file when a client asks something the template does not cover, when a new export arrives the day before the call, or when you want the client to explore the numbers themselves without a copy of the workbook.
Frequently asked questions
What files can I upload?
CSV, XLSX, and XLS files up to 25 MB. An export from the ad platform, the project tool, or the client's own reporting sheet all work, one file per dashboard.
Can I keep one dashboard per client?
Yes. Each upload is its own project, named and saved privately to your account, so each client's dashboard stays separate and can be shared on its own link.
Will the client see the receipts?
Yes. Anyone with the shared link sees the same dashboard and the same receipts. That is usually the point: the client can check a number without a follow-up email.
Can I reuse the same layout for every client?
If the exports share the same columns, the dashboards will come out with the same KPIs and charts, because they are chosen from the columns. The Excel guide below describes how to keep client exports in one consistent shape.
Is client data private?
Yes. Dashboards are private to your account until you share them, and deleting a project removes the uploaded file and everything derived from it right away.