★
Your AgencyYour logo & brand here
Live · updated just now
Monthly performance report SAMPLE
Maplewood Family Dental
July 2026 · New-patient acquisition
New patient leads
128
▲ 18%Booked appointments
74
▲ 9%Website visitors
9,240
▲ 22%Return on ad spend
6.1×
▲ 0.4
vs. previous month
good
needs attention
New patient leads
Last 6 months · monthly total
Leads by channel
Where July's patients came from
What went well
- ✦Restructured Google Ads around high-intent keywords, cutting cost per lead 12%.
- ✦Reached page one for "family dentist Maplewood," driving 34 organic leads.
- ✦New booking page lifted lead-to-appointment conversion to 58%.
What's next in August
- →Launch Meta retargeting for visitors who didn't book.
- →Add 6 location pages for surrounding towns.
- →Test a $99 new-patient offer in Google Ads.
This month's work
| Deliverable | Status |
|---|
| Monthly reporting & review call | Done |
| Google Ads optimization | Done |
| Local SEO content (2 posts) | Done |
| Meta retargeting setup | In progress |
| Location landing pages (6) | Scheduled |
Agency portfolio overview SAMPLE
All clients
July 2026 · 8 active clients
Blended cost per lead
$43
▼ 8%Booked (all clients)
389
▲ 11%Ad spend managed
$41,200
▲ 6%
across 8 clients · vs. previous month
good
needs attention
Portfolio leads
All clients · last 6 months
Leads by client
July · top of the book
Every client at a glance
| Client | Leads | Cost / lead | Booked | MoM | Status |
|---|
| Maplewood Family Dental | 128 | $34 | 74 | ▲ 18% | On track |
| Harbor Family Dentistry | 110 | $36 | 66 | ▲ 16% | On track |
| Cedar Point HVAC | 96 | $52 | 61 | ▲ 7% | On track |
| Lakeside Dental | 88 | $31 | 52 | ▲ 21% | On track |
| Bright Smile Ortho | 71 | $39 | 40 | ▲ 12% | On track |
| Metro Air & Heat | 67 | $48 | 39 | ▲ 4% | On track |
| Summit Plumbing | 54 | $63 | 33 | ▼ 5% | Watch |
| Apex Roofing | 43 | $77 | 24 | ▼ 9% | Watch |