Sample report

The report your client gets every month.

A full sample for a fictional dental practice. Put your agency name on it and change the numbers to see how it reads for your client.

Your AgencyYour logo, name and colours go here
Your automations in OctoberPrepared for Acme Dental · Oct 1–31, 2026
Return on your retainer
3.6× return

Your automations did $2,880 of staff work this month. Your retainer is $800.

4,205
tasks done automatically
96 h
staff time saved
3
problems caught before you noticed
0
leads, bookings or invoices lost

What each automation did for you

AutomationTasksMin / taskHours savedValue
Appointment reminders (SMS + email)2,1600.518$540
New patient form → practice system640332$960
Insurance pre-check emails300420$600
Review requests after each visit8800.7511$330
Unpaid invoice reminders225415$450
Total4,20596$2,880

Caught before you noticed

Oct 6Booking sync paused for 35 minutes after Google asked for a fresh login. We reconnected it; all 14 bookings from that window synced. Nothing lost.
Oct 14New patient forms were saving without phone numbers. The form tool renamed a field. Everything looked “green”, but the data was empty. Fixed the same day; 9 records filled back in.
Oct 27Review requests went quiet for 6 hours during a provider outage. We re-sent the 22 missed requests once each, with no duplicates.
Coming up: already handled
  • The Microsoft 365 login used by invoice reminders expires in 5 days. Renewal is scheduled for Nov 3.
  • The AI model behind the insurance pre-checks is being retired by its provider on Jan 15. We’ll switch it in December, with no change for your team.
Idea for next month

No-show follow-ups. 38 patients missed appointments in October. An automatic “rebook in one tap” message could save about 12 more hours a month (~$360) and win back bookings.

How we count: minutes per task agreed with your team · staff time valued at $30/hour · 99.2% of 4,244 runs succeeded · average time to fix: 28 min. Every number can be adjusted before sending.SAMPLE REPORT
fictional client