A Monthly Report You Can Make Yourself

Why a one-page report works

Most owners do not need more data. They need a fast way to see if the site is helping real people find, call, or contact the business.

A one-page report keeps you from getting lost in charts and tabs. It gives you one place to compare this month with last month and decide what to change.

The goal is not to build a perfect marketing file. The goal is to make a simple monthly habit you can finish without putting it off.

The five numbers to put on the page

Use five numbers only. Pick the same five each month so the page stays easy to scan and compare.

First, list total visits to the site from Google Search Console. This shows how often people saw your pages in search and clicked through.

Second, list form submissions from your contact form. Copy this from your form inbox, your site form tool, or the email alerts you get when someone submits.

Third, list phone calls from your site. Use the call log from your phone system, call tracking tool, or missed-call records if that is all you have.

Fourth, list Google Business Profile actions that matter, such as calls, website clicks, and direction requests. Use the performance section in Google Business Profile.

Fifth, list Instagram, Facebook, or TikTok profile visits if those pages bring people to your site or help them contact you. If social is not part of your lead flow, swap this for another number you can check every month, such as messages from a contact page.

The point is not to chase every metric. It is to keep only the numbers tied to real contact or real interest.

• Keep the same five numbers each month.
• Write the source next to each number.
• If a number does not help you make a choice, leave it out.

Where to copy each number from

For site visits, open Google Search Console and look at the performance report for the month you want. Copy the total clicks or total visits you use most often, then keep using that same field each month.

For form submissions, check the form tool, the email alerts tied to the form, or your inbox if that is where every lead lands. If you get spam, remove those messages before you count the total.

For phone calls, use the place where your calls are logged. That may be your phone history, a call report from your website system, or a call tracking record if you already use one.

For Google Business Profile, open the performance area and copy the numbers for calls, website clicks, and direction requests. If you only want one number from that profile, pick the one that leads to real customer contact for your business.

For social, copy the profile visits, website taps, or message starts from the app you use. Do not mix likes, follows, and leads on the same line unless they truly matter to your next step.

Write the source under each number so you do not have to remember later. That saves time when you sit down next month.

How long it should take

If your numbers are easy to find, the whole report can take about ten to fifteen minutes. If you need to check a few places the first time, give yourself a little more room.

The first month takes longer because you are setting up the page and finding the numbers. After that, you are mostly copying the same fields into the same spots.

Keep the layout simple. A table with the number name, source, this month, last month, and change is enough.

• Use the same page each month.
• Do not redesign the report every time.
• Put the date at the top so you know which month you are reading.

Write the three sentences that turn numbers into action

A report is only useful when you say what changed. After the numbers, write three short sentences in plain language.

Sentence one: say what went up, what went down, or what stayed flat. Keep it direct, such as, "Calls from the site went up, but form submissions stayed flat."

Sentence two: say what you think caused the change. For example, "The service page got more traffic after we refreshed the headline and added clearer service details."

Sentence three: say what you will do next month. For example, "Next month we will improve the contact section on the service page and check the page that gets the most visits."

Do not turn these sentences into a long story. You are trying to spot a pattern and make a decision, not write a case study.

• Use plain words, not marketing terms.
• Tie each change to one page, one post, or one update when you can.
• If you do not know why something changed, say that plainly.

Common mistakes to avoid

Do not mix every chart you can find into one page. A crowded report makes it harder to see what matters.

Do not change the numbers every month. If you switch sources, you lose the ability to compare.

Do not count the same lead twice. A person who fills out a form and then calls should not be treated as two separate wins unless your own system clearly needs that split.

Do not write only good news. If the numbers were flat or down, say so and note what you plan to test next.

Do not copy in data you do not check. A wrong number can send you in the wrong direction.

If you work with a helper or a studio like Brixel Proyect, ask them to keep the source list the same every month so the report stays clean.