Monthly Report Template for Projects & Clients — Refront
Deliver comprehensive monthly reports with project metrics, financial summaries, milestone tracking, and strategic recommendations.
About This Template
Monthly reports provide the big picture that weekly updates can't. This template combines project progress, financial metrics, team utilisation, and strategic insights into a single polished document. Auto-generated from Refront data, it gives stakeholders the clarity they need to make informed decisions.
Variations
Client Monthly Report
Comprehensive client-facing report with project status, deliverables completed, hours and budget summary, upcoming milestones, and recommendations.
Best for: Agencies delivering monthly progress reports to clients as part of their engagement.Financial Monthly Report
Finance-focused report covering revenue, costs, profit margins, outstanding invoices, and budget vs. actual analysis per project.
Best for: Agency owners and finance teams tracking monthly financial performance.Team Performance Report
Internal report covering team velocity, utilisation rates, skill development, and capacity trends across the month.
Best for: Managers tracking team productivity and identifying capacity issues.How to Use
- 1
At month-end, navigate to Reports → Monthly Report in Refront.
- 2
Select the projects and date range to include.
- 3
Review the auto-populated data: completed work, financial metrics, and milestone progress.
- 4
Add strategic commentary, risk assessments, and recommendations for the coming month.
- 5
Export as PDF or publish to the client portal for stakeholder review.
Frequently Asked Questions
Can I include financial data in the monthly report?
Yes. Refront pulls invoiced amounts, outstanding balances, budget utilisation, and profitability metrics directly from your billing data.
Is the report auto-generated?
The data sections are auto-populated from your Refront projects. You add strategic commentary and recommendations to complete the report.
Can I compare performance across months?
Monthly reports include trend charts showing velocity, hours, and financial metrics over time so you can spot patterns and improvements.
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