Free template · Excel and Google Sheets

Monthly progress report template for coaching clients

Log one check-in per client each week. Pick a client and a month, and the template builds a one-page report: weight trend, monthly averages, sessions done and the client's wins.

Download the template (.xlsx) See what's inside

Free · No email needed · Excel 2010 or later, or Google Sheets

NSNorthside Strength

October 2026

Maya R.'s monthly report

Goal: fat loss · coaching since 3 Aug 2026

69.4 kgAverage weight this month−1.1 kg vs last month

−2.6 kgChange since you startedStart: 72.0 kg

14Sessions done4 check-ins answered

Weight trendLast 8 check-ins, in kg

Big month, Maya. Your average weight dropped again while your deadlift went up to 100 kg. In November we keep calories the same and add a short fourth session.

Sam

Prints on one A4 pageMonthly Report tab

The Monthly Report tab, filled with a fictional client so you can see it working.

What's inside

Three tabs. You only type in the yellow cells.

Clients

Name, goal, start date, start weight and target weight for up to 50 clients.

Check-ins

One row per client per week: weight, waist, sleep, energy, stress, how well they followed the plan, sessions, steps, one win and one struggle.

Monthly Report

Pick a client and a month. The averages, the comparison with last month, the weight chart and the wins fill in by themselves. Add your note and print or save as PDF.

Guide

What to put in a monthly progress report

A good report fits on one page and takes your client two minutes to read. These five parts cover what clients care about.

1. One headline number

Use the average weight of the month, not a single weigh-in. Daily weight moves with water and salt, so averages show the real direction.

2. Consistency

Sessions done and check-ins answered. Clients who see their own consistency tend to protect it.

3. How they felt, compared with last month

Sleep, energy, stress and how well they followed the plan, each next to last month's score.

4. Their wins, in their own words

A first pull-up or a week without skipped meals. Quoting the client's own words makes the report feel personal.

5. A short note from you

Two or three sentences: what went well, and the one focus for next month.

Send it in the first days of the month

Same time every month. It becomes a moment clients look forward to, and a natural point to talk about renewing.

Google Sheets

Using it in Google Sheets

Upload the file

In Google Drive, choose New, then File upload, and select the .xlsx file.

Open with Google Sheets

Right-click the file and choose Open with, then Google Sheets.

Delete the example rows

Remove the two fictional clients and their check-ins, then add your own.

Rather not fill it in every week?

RecapCoach sends the weekly check-in to your clients and builds this report for each of them on the 1st, with your logo.

Join the waitlist See how it works