Automated Reporting Dashboard
Auto-generate and send daily/weekly performance reports — leads, bookings, revenue, no-shows, reviews — to management
What This Automation Does
How It Works
Report Schedule
Daily 8 AM or weekly Monday trigger
Pull Pipeline Data
Aggregate: new leads, bookings, no-shows, revenue, reviews
Generate Report
Compile into formatted report
Send to Management
Dashboard email with key metrics + trends
Goal: Delivered
Exit on send
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.