Reporting & Review Rhythm
Category: Data & Analytics / Company Governance**
Subcategory: Reporting & Review Structure
Purpose
To ensure Cashkr leadership and teams receive accurate, consistent, timely reports with actionable insights to support better decisions.
Reporting Types Covered
Weekly Reports
Monthly Reports
Quarterly Reports
Each report follows fixed timelines, formats, and mandatory content.
SECTION 1 — WEEKLY REPORTS
Delivered Every:
Every Monday before 12:00 PM
Delivered By:
Data Analyst (Ashwini)
Marketing Head (Pranjal) for marketing insights
Ops Leads for SLA & vendor insights
SEO Specialist (Rabina) for SEO insights
Receives Weekly Report:
CEO (Ibrahim)
Founders
Marketing Team
Operations Team
Vendor Team
SEO Team
CX Team
Weekly Report Format
Format:
1 PDF Deck (5–12 slides)
Dashboard Links (Looker Studio)
Structure (Minimum Content):
1. Top Metrics (Past 7 Days)
Leads
Orders
Conversion Rate
CPA / Cost per Order
App Installs
Traffic (Web + App)
Revenue (if applicable)
2. Trends
WoW (Week-over-Week) changes
Highest performing campaigns
Lowest performing campaigns
Device trends (Phones, Tablets, Mac, Laptop)
3. Top Insights
What improved?
What dropped?
Why? (Root cause)
4. Actions for Next Week
What changes will be made in Ads, SEO, Ops & CX?
What experiments will be launched?
SECTION 2 — MONTHLY REPORTS
Delivered Every:
1st–3rd of every month
Delivered By:
Data Analyst: Full Performance Dashboard
Marketing Head: Campaign Review
SEO Specialist: SEO Progress
Ops Head: SLA & Vendor Highlights
CX Head: Ticket Performance
Receives Monthly Report:
CEO
Marketing
SEO
Ops
Vendor Management
Finance Team
Monthly Report Format
Format:
Full Deck (12–25 slides)
Dashboard Links
CSV/Sheets of raw data (if required)
Structure (Minimum Content):
1. Overview (Past 30 Days)
Total Leads
Total Orders
Conversion Rate
Total Marketing Spend
Revenue / Payouts
CPA, ROAS
2. Channel Breakdown
Google Ads
Meta Ads
SEO Traffic
Direct/App
Referral/Partner
3. City & Device Analysis
Mumbai, Pune, Hyderabad, Bangalore, Chennai, Ahmedabad
Device type performance
4. SEO Report
Indexed pages
Rankings
Non-indexed pages
Top keywords
Blog performance
5. Ops & SLA Report
Pickup success %
Vendor SLA violations
Order failure reasons
Vendor performance heatmap
6. CX Performance
Total Tickets
Ticket Resolution Rate
Escalations
Customer Feedback
7. Insights & Recommendations
What worked
What didn’t
What needs change
Experiments planned for next month
SECTION 3 — QUARTERLY REPORTS
Delivered Every:
1st week of each quarter (Jan, Apr, Jul, Oct)
Delivered By:
Data Analyst + All Department Heads
Receives:
CEO, Founders, Directors, All Department Heads
Quarterly Report Format
Format:
Senior Leadership Deck (25–40 slides)
All major dashboard links
Written summary (1–2 pages)
Structure (Minimum Content):
1. Business Scorecard
Total Orders
Revenue
CAC (Customer acquisition cost)
LTV (if available)
Growth % QoQ
2. Marketing Growth
Spend vs ROI
Top performing campaigns
City-wise performance
Seasonality trends
3. SEO Quarter Summary
Indexed pages
Traffic growth
Blogs published
Keyword movements
Technical issues fixed
4. Product & App
Event performance (Firebase/GA4)
Key flows (checkout, lead, order)
Conversion funnel insights
5. Ops & Vendor SLA
Vendor performance scorecard
SLA compliance
Pickup delay trends
Reassignments
Order-level quality issues
6. CX & Support
Ticket volume trends
SLA compliance
Complaint categories
Resolution time
7. High-Level Insights
5–10 major learnings
Biggest issues
Biggest improvements
8. Action Plan for Next Quarter
Strategic priorities
Experiments
Budget reallocations
Ops improvements
SECTION 4 — DASHBOARD & REPORT LINKS STANDARD
All reports MUST include these links in slide 1:
Executive Dashboard
Marketing Dashboard
SEO Dashboard
Ops Dashboard
Vendor SLA Dashboard
CX Dashboard
Finance Dashboard
SECTION 5 — MINIMUM CONTENT FOR ALL REPORTS
Every report (weekly, monthly, quarterly) must contain:
1. Metrics
Key KPIs
Channel performance
Conversions
2. Trends
WoW / MoM / QoQ
City-wise
Device-wise
Channel-wise
3. Insights
Why numbers changed
What patterns appeared
4. Actions
What decisions must be taken
What optimizations will be made
What issues need fixing next
SECTION 6 — REPORT DELIVERY RULES
Rule 1: Timing
No delays unless pre-approved
Weekly reports → Monday before 12 PM
Monthly reports → 1st–3rd
Quarterly reports → 1st week
Rule 2: Format
Always use PDF Deck
Always attach dashboard links
Always add short insights (bullet points)
Rule 3: Ownership
Ashwini owns the data accuracy
Each department owns their insights
CEO receives a combined final version