Monthly Reporting
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Monthly Reporting Form
Monthly Site Visits
Track the number of visitors to your website each month to gauge traffic trends and identify peak engagement times.
Leads Captured
Monitor the volume of potential customer contacts collected through forms or inquiries to evaluate your lead generation efforts.
Estimates / Invoices Sent
Analyze the quantity of estimates and invoices issued to understand your business’s transactional activity and billing process.
Money Collected
Keep a detailed account of revenue collected from clients to manage cash flow and financial health effectively.
Messages Sent / Received
Review the total number of messages exchanged with clients and prospects to assess communication efficiency and responsiveness.
Appointments Scheduled
Track the number of appointments set to better manage your schedule and optimize client interactions.
Estimates / Invoices Sent
Analyze the quantity of estimates and invoices issued to understand your business’s transactional activity and billing process.
Money Collected
Keep a detailed account of revenue collected from clients to manage cash flow and financial health effectively.
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