Client Guide
Reports
Review monthly reports and recent business performance updates
What Reports Is For
Reports is where you review the story behind your numbers.
Use it to understand:
- website traffic changes
- booking and lead trends
- call performance
- campaign or local visibility movement
- monthly summaries from your agency
Reports is where the raw activity gets turned into a business explanation.
Dashboard Versus Reports
Use:
- Dashboard for a quick live snapshot
- Reports for a fuller monthly review
Best Way To Read A Report
Go in this order:
- Read the summary first.
- Check traffic, calls, leads, and bookings.
- Look for changes from the last period.
- Review what was worked on.
- Write down any questions or next actions.
What Good Reports Usually Help You Answer
- What improved this month?
- What stayed flat?
- What needs attention next?
- Did recent work actually move the numbers?
- Where should we focus next month?
What To Do After Reading
Use the report to decide your next conversation:
- website performance question -> open Assets > Websites
- lead or booking issue -> open Agents or AI Usage
- invoice or service question -> open Billing
- strategy question -> bring the report notes to your agency check-in