Monthly Performance Review Template for Agency Teams

Most agency teams do not struggle with data. They struggle with rhythm. You already have scores, alerts, and test history. The friction starts when the month ends and you need to answer four questions quickly: What improved? What regressed? What matters for the client right now? Who is doing what next? This template gives you a repeatable monthly review in 30-45 minutes per client—built for multi-site teams where consistency beats perfect slides. If you need setup guidance before review cadence, use How to Set Up Automated PageSpeed Monitoring for Multiple Sites . If you need a client-facing deliverable, pair this with Client-Ready Core Web Vitals Report Outline . What we mean by a monthly performance review Many “monthly performance review” templates are built for HR one-to-ones. This one is for website performance : Core Web Vitals, regressions, and the work your team ships—so clients who pay for speed and stability get a steady rhythm instead of one-off updates when something breaks