Monthly Reports

Auto-generate and email branded reports to clients

Generate + email for all clients (runs at 9 AM on the 1st of each month)

All Reports

Client	Period	Status	Calls	Leads	ROI Est.	Sent	Actions
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Populate monthly metrics so the report generator has data to work with.

Calls Handled

Leads Qualified

Appointments Booked

Chats

Qualifications

Demos Booked

Emails Sent

Emails Opened

Emails Replied

Leads Enriched

Inbox Handled

Drafts Written

Enter monthly website metrics from Google Analytics, Plausible, or your analytics platform.

Page Views

Unique Visitors

Bounce Rate (%)

Avg Session (secs)

Enter monthly ad performance from Meta Ads, Google Ads, or your ad platform.

Ad Spend ($)

Impressions

Clicks

Leads Generated