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Automations — Automated Reporting

The right numbers. The right person. Right on time.

LeadLasso Automated Reporting delivers the business intelligence your operation actually needs — weekly pipeline summaries, monthly revenue reports, response time audits — without anyone building a spreadsheet, pulling a CSV, or copy-pasting from one system to another.

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WEEKLY REPORT — MONDAY 7AM
Pipeline Summary — Week of 28 July
24
New enquiries
$18,400
Revenue this week
47s
Avg response time
4.9★
Review rating
THIS WEEK VS LAST WEEK
Revenue ↑ 14% · Enquiries ↑ 8% · Response time ↓ 12s
0hrs
Manual reporting per week
Auto
Delivered on schedule
All sources
Aggregated automatically
Plain English
Not raw data
What it handles

Built around your operation.

Every implementation is configured specifically for your business, your tools, and your workflow — not a template deployed and left to run.

✓Weekly pipeline report (new leads, quotes, conversions)
✓Monthly revenue summary (by service, by channel)
✓Response time audit (average by channel and time of day)
✓Review performance report (rating trends, new reviews)
✓Database health report (list growth, engagement)
How LeadLasso builds it
1

Strategy call

30 minutes to map your current process and identify exactly what needs to be connected.

2

Build and test

LeadLasso builds, connects, and tests everything. You review before anything goes live.

3

Live in 5–10 days

Everything running, monitored, and reported on. Ongoing maintenance included.

FAQ

Common questions.

Yes — reports are configured during the build. You specify which metrics matter most, and the reports are built around those. Standard templates are offered as a starting point.
Email summary (plain English, not raw data), Slack notification (for teams using Slack), PDF export (for sharing with accountants or bookkeepers), and a live dashboard view if preferred.
Any platform with API access — typically GHL CRM, Xero/MYOB, Google Analytics, Google Business Profile, Facebook Ads, Google Ads, Jobber/ServiceM8, and Stripe/PayPal.
No — it complements it. Automated Reporting provides operational intelligence in real time; formal accounting and financial reporting remains your accountant's domain.
During the build, a clear hierarchy is established for which system is the source of truth for each metric. Discrepancies are flagged in the report rather than silently averaged.
Related products

Works well alongside these.

📄

Document Processing

The input layer — processes documents that feed data into your reporting systems.

Learn more →
🗂️

CRM Automation

Keeps the CRM data accurate that reporting draws from — garbage in, garbage out prevention.

Learn more →
📈

Sales Agent

The reports show pipeline health; the Sales Agent acts on what's stalling.

Learn more →
Get started

Ready to implement Automated Reporting?

Request a 15-Min AI Discovery Call