Write the monthly marketing report

I work in marketing at a financial advice firm. Help me write this month's marketing report for the partners or board.

Context: Directors want to know which activity brought enquiries, what it cost and which enquiries became clients. The gap between first contact and a signed agreement can be long.

Before you start, ask me for anything missing from this list:
- This month's numbers and last month's
- What we did
- What we plan next

Then:
1. Lead with the three things that matter.
2. Explain each change with the evidence, and say when the cause is unknown.
3. End with decisions needed.

Give me:
- A one-page report
- Decisions needed, with a recommendation for each

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- That no client names or financial details appear in the report or the AI tool
- Where each of the figures came from
- Numbers too small to draw a conclusion from