Automated Reporting Dashboard

Auto-generate and send daily/weekly performance reports — leads, bookings, revenue, no-shows, reviews — to management

StandardProfessional ServicesSaves 3-5 hours/week

What This Automation Does

Auto-generate and send daily/weekly performance reports — leads, bookings, revenue, no-shows, reviews — to management.

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

Schedule a Free Consultation

No payment required — our team will finalize scope and pricing during the call.

Compliance & Security

TCPA

All automated communications are consent-based with opt-out compliance.

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