Reporting
Monthly progress reports, geo-grid visibility and history, SEO audits and custom report views — branded with your logo and colours, scheduled or sent as a link, visible in the client's portal. And unlike a PDF in an inbox, you know whether anyone read it.
Leads and revenue from search, return on your fee, rankings, reviews, site health, AI visibility and work completed.
Visibility, competitor comparison and ranking history, built from your scans.
Weekly or monthly; the share link is emailed automatically.
Know when the client opens the report, and when they come back to it.
Mark a report visible and it's waiting in the client's portal and app.
A report builder for tables, charts and pivots across clients, projects, leads and finances.
The Progress Report is built for the monthly call. It starts with the numbers the owner cares about — leads and revenue from search and the return on your fee — then shows map coverage and rankings moving, reviews, site health, AI visibility and the work your team completed that month.
Because leads and sold jobs live in Agency Pilot, the revenue figures are the client's own, not an estimate.
Set your logo and brand colour once in Settings, and every report and share page carries them along with your website, phone and email. Reports print cleanly and save to PDF.
Better to find this out here than three weeks in.
Start a 14-day trial with 300 credits. Add your first client and send an onboarding link today.
