# How we do the monthly report

*Invented process document. Nothing here is real.*

Written by Marketing Ops, March 2025. Not updated since.

## Purpose

To produce the monthly marketing report for the leadership meeting.

## When

Early in the month, for the previous month.

## Steps

1. Export the lifecycle report from the CRM for the month just ended.
2. Export the web analytics for the same period.
3. Get the pipeline export. This comes from finance, so you may need to chase it.
4. Put all three into the reporting spreadsheet. There are tabs for each.
5. The spreadsheet calculates the month-on-month changes automatically.
6. Someone from the team writes the commentary explaining what changed and why.
7. Paste the charts and the commentary into the board template.
8. Circulate it.

## Notes

- The reporting spreadsheet is in the marketing shared drive under "Reporting". Use the current
  month's copy, not last month's.
- If a number looks odd, flag it in the commentary.
- The board template changes occasionally, so check you have the latest one before you start.
- Last year we were asked to add the segment split. That is now in the spreadsheet.

## Known issues

The pipeline export is sometimes late, which pushes everything back. We have raised this.