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What the monthly report covers
Social media analytics means looking at the numbers the platforms provide and turning them into decisions. The monthly report is how we share that with you: a short summary you can read in a few minutes, not a thick export of every metric available.
The report answers three questions. What did we do? What happened as a result? What will we change? Numbers like reach and likes are included for context, but the focus is on the actions that matter to a business: profile visits, link clicks, messages, calls and enquiries.
Who it’s for
Every business we manage social media for receives a monthly report. It is also available on its own for businesses that run their accounts in-house but want an outside view of what is working. It is especially useful for:
- A D2C brand that wants to see which content formats lead to website visits and sales.
- A real estate agency tracking how many site-visit enquiries came from Instagram and Facebook.
- A coaching institute comparing enquiry levels across admission and off-season months.
- A clinic or restaurant wanting to know whether social media is bringing bookings, not just likes.
- A B2B firm checking whether LinkedIn content is reaching the right kind of decision-makers.
What’s in each report
| Section | What it shows |
|---|---|
| Activity | What was posted on each platform, by format |
| Reach and visibility | How many people saw the content, and how that compares with last month |
| Engagement | Comments, shares, saves and replies, with the best and weakest posts |
| Actions | Profile visits, link clicks, calls and message conversations |
| Enquiries | Enquiries that came from social media, based on the tracking we agree with you |
| Next month | What we will keep, stop and try, in plain language |
Each number has a sentence of context. A drop in reach during a month with fewer reels, or a jump in messages after an offer post, is explained rather than left for you to interpret.
How we track enquiries
Platform insights show messages and clicks, but not what happened afterwards. To connect social media to real enquiries, we agree a simple tracking method with you at the start:
- Tagged links: website links in bios and posts carry tracking parameters so your web analytics can show visits from each platform.
- Dedicated WhatsApp links or pre-filled messages that show when an enquiry started from social media.
- Enquiry log: leads passed on through community management are logged with their source.
- Sales team input: a short monthly check with your team on which enquiries became customers, where you are willing to share that.
Tools and data sources
Data comes from Meta Business Suite for Facebook and Instagram, LinkedIn page analytics, YouTube Studio analytics, and your website analytics where tagged links are used. We collect the figures into a simple, consistent format so month-on-month comparisons are easy. If you want to see the raw data, it stays available in your own accounts.
What affects timeline and cost
- Number of platforms included in the report.
- Enquiry tracking: setting up tagged links, WhatsApp links and a lead log takes some initial work.
- Depth: a standard monthly summary versus deeper analysis such as audience breakdowns or campaign reviews.
- Ads data: combining organic and paid results needs input from your ad accounts.
Reporting mistakes to avoid
- Reports full of vanity numbers such as impressions and likes, with nothing about enquiries.
- Comparing one month with another without mentioning a festival, holiday or sale that changed everything.
- Reporting without recommendations, so nothing changes the following month.
- Only sharing good news and quietly leaving out what didn’t work.
- Changing the metrics every month, which makes trends impossible to see.
If the report is doing its job, you should be able to read it in a few minutes and know whether social media is worth what you are putting into it, and what will be different next month.
Frequently asked questions
Will the report be full of jargon?
No. The report is written in plain language with short explanations. If a term needs explaining, we explain it once and keep it consistent every month.
Can you tell exactly how many sales came from social media?
Not always exactly. We track what can be measured, such as tagged links, WhatsApp enquiries and logged leads, and clearly note where results are likely to be undercounted.
Can I get a report without full management?
Yes. The monthly report is available on its own for businesses that run their accounts in-house but want an outside review and recommendations.
How is the report delivered?
Usually as a short document or shared dashboard at the start of each month, and we are happy to talk it through on a quick call if you prefer.
What if the numbers go down?
We say so clearly, explain the likely reasons, such as fewer posts, a seasonal dip or a format that didn’t land, and set out what we will change. A report is only useful if it is honest.
Talk to us about analytics & monthly reports
A plain-language monthly report on reach, engagement, enquiries and what we will change next.