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Report details
Mandate / search
Report period
Report owner
Scope changes
Progress snapshot
Record unique people or a clearly defined period/cohort. These are separate counts, not a funnel total; a blank means not recorded, not zero.
Metric
Definition
Period / cohort
Count
Unique people identified
Distinct profiles reviewed for this mandate
Unique people contacted
Distinct people contacted; do not add stages together
Unique responding people
Distinct people who replied in the stated period or cohort
Completed work and evidence reviewed
Completed work
Evidence reviewed
Client decisions needed
Decision / question
Owner
Due
Next actions
Action
Owner
Due
Use only the minimum information needed for this client update. Confirm any figures and definitions before sharing.