Agency update builder

Turn confirmed metrics, completed work and next actions into a client update.

Entries stay in this browser tab. These tools do not upload your files, call a model, save an account record or send email. Closing the page loses unsaved entries; download a worksheet if you need to continue later.

Client or projectPeriod or review dateUse explicit dates; do not leave the reporting period implicit.Prepared byBrand name (optional)Heading colour (optional)Six-digit hex such as #166534. Text remains readable black.MetricsOne per line: name | previous | current | unit | source. Use unknown for unavailable values.Work completedObservations and explanationsLabel each explanation as observed, supported by evidence, or proposed.Next actionsAction | owner | due date | dependency

I reviewed the entries, assumptions, permissions and omitted information. This is not independent verification.

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Manual inputs, not a live analytics connection. A change in a metric does not establish its cause.