Monthly Reporting Process

Monthly Reporting Process

Standard procedure for compiling the monthly GIL business report.

By the 3rd of each month

• Pull subscription metrics from Stripe (new, churned, MRR, ARR)
• Pull email performance from Ortto (sends, opens, clicks, unsubscribes)
• Pull social metrics (followers, engagement rate, reach) from platform dashboards
• Pull meta ad performance (spend, impressions, clicks, conversions, ROAS)
• Pull shop revenue (orders, AOV, top products, member vs non-member split)

By the 5th of each month

• Compile metrics into monthly report template
• Compare against previous month and same month last year
• Highlight wins (anything above target or significantly improved)
• Flag concerns (anything below target or declining trends)
• Add campaign-specific performance notes

By the 7th of each month

• Share draft report with team for review
• Incorporate feedback and corrections
• Finalise report and distribute to stakeholders
• Update metrics collection in src/data/metrics/ if any KPI definitions changed
• Archive raw data exports

Metrics targets reference

See src/data/metrics/ for the full metrics framework including:

• Acquisition metrics (new trials, conversion rate, CAC)
• Revenue metrics (MRR, ARR, ARPU, LTV)
• Retention metrics (churn rate, renewal rate, NPS)
• Channel metrics (per-channel performance benchmarks)