Monthly Visibility Report for Local Businesses
A simple monthly report template for tracking enquiries, WhatsApp leads, calls, Google Business Profile actions, reviews, posts, follow-ups and closed leads.
What the Report Tracks
This helps the client see whether Google, WhatsApp, posts and follow-up are producing real activity.
WhatsApp Leads
How many serious enquiries came through WhatsApp and what customers mostly asked about.
Calls & Enquiries
Phone calls, Google actions, website clicks and other customer actions from online visibility.
Reviews Gained
New Google reviews collected and review replies done during the reporting period.
Google Posts
Posts published on Google Business Profile and the products or services promoted.
Follow-Ups Done
Customers followed up after asking for price, availability, delivery, quote or order details.
Closed Leads
Enquiries that became sales, bookings, orders or confirmed customer actions.
Sample Report Table
The downloadable CSV can be opened in Excel or Google Sheets and customized for each client.
| Month | Client | Total Enquiries | WhatsApp Leads | Calls | Reviews | Posts | Follow-Ups | Closed Leads | Next Action |
|---|---|---|---|---|---|---|---|---|---|
| June 2026 | Sample Business | 42 | 25 | 10 | 6 | 8 | 20 | 14 | Post weekly and follow up leads within 24 hours. |
Use this to support monthly retainers.
Instead of only saying “we posted,” PromoAI can show enquiries, follow-ups, reviews, closed leads and next-month action steps.