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The monthly report

One page. Your numbers. Every month.

This is the page that lands on the first of every month: what happened, what the system caught, and what it was worth — every number traceable to your own records.

SAMPLE — illustrative numbers, built from our published, conservative assumptions
Sample Trade Services
Monthly report · a typical month, illustrated

The headline numbers

27
Enquiries in
last month: 24
14
Jobs booked
last month: 12
6
Reviews gained
last month: 4

What the system caught

9 missed calls texted back within the minute — 6 turned into conversations the same day
11 quotes chased on their Day 1 / 3 / 7 / 14 rhythm — 4 came back yes after the follow-up, not the quote
3 invoices past day 7 chased automatically — all paid by day 14, none needed a phone call
5 review asks sent the day after payment — 3 five-star reviews landed
2 enquiries outside the service area given a polite, prompt no

What it was worth

$8,400
Money the system was involved in
4 jobs booked off chased quotes × the sample's average job value. From the pipeline: if we can't point at it, it doesn't count.
11.5 hrs
Time handed back
Real counts of what the system sent this month × the published per-event minutes.

The maths behind every number, published and rounded down: ring-backs at 10 minutes a miss · chase messages at 3 minutes each · a 30% close rate on quoted work, never higher. In a real report, every figure traces to your own records, and this footnote prints on every page.

Your version starts with the audit.

The same maths, run on your counts — and the report is yours to keep.

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