Demo data. This shows what the AI workflow produces each month: numbers pulled automatically, commentary drafted by AI in the agency's template, then reviewed by the account manager before sending. Agency and client names are fictional.
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Monthly performance report

Sample Dental Co.

September 2026 · vs August 2026
AI draft · for review

Summary

September was a stronger month for appointment intent. Calls from the Google Business Profile rose 18% and booking-page visits from organic search rose 11%, mainly from the "emergency dentist" and "dental implants cost" pages. Overall website sessions dipped 4%, almost entirely from fewer blog visits, which don't usually lead to bookings.

Next month we recommend: refresh the implants pricing page (it now ranks for 3 new queries), add two posts on the Google profile about same-day appointments, and reply to the 4 reviews still waiting for an answer.

Key numbers

MetricSepAugChangeSource
Website sessions3,4123,556−4%GA4
Booking page visits (organic)486438+11%GA4
Search clicks1,9271,844+5%Search Console
Calls from Google profile142120+18%Business Profile
Direction requests231225+3%Business Profile

What changed and why

  • More calls from the profile. The new "Emergency appointments" posts went live Sep 3 and calls rose in the two weeks after. Likely related, not proven.
  • Fewer blog visits. Last year's "teeth whitening at home" article lost traffic. It brought few bookings, so this has low impact.
  • New search queries: "dental implants cost [city]" and "same day crown" started showing in the top 10 for the implants page.

Work completed this month

Account manager review: ☐ numbers checked ☐ commentary edited ☐ approved to send. Nothing is sent to the client automatically.