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Executive Reporting

Track data from Google, Bing, social media, customer conversations, ads, and reviews — all in one unified view.

The Executive Report is your source of truth for the state of your business’s online presence. It assembles metrics from products throughout the platform, giving clients a rollup of everything happening across digital marketing channels week-to-week or month-to-month. This report is automatically generated and sent to your email.

Accessing your report​

  1. Open the Executive Report in your menu bar
  2. Change the date range for your desired reporting
  3. Download or print your report
  4. If you prefer reports emailed to you automatically, please reach out to customer support via chat or email Contactus@thedfmagency.com

Understanding your report

The Executive Report includes data from multiple products:

Leads – Lead capture, phone calls, AI receptionist, web chat, and form submission metrics.

Website – Website performance and analytics data.

Reputation Management – Online review insights.

Social – Social media marketing and engagement metrics.

Listings Management – Business profile accuracy and visibility data.

SEO – Search engine optimization and organic traffic data.

Advertising – Paid advertising performance across platforms

*Depending on what your DFM plan is, certain reporting may not appear.*

Automated Delivery Schedule:
  • Monthly Executive Report: Sent between the 1st-3rd days of each month. 
  • Weekly Executive Report: Sent out on Mondays.
  • Processing time: You may notice a 2-3 day delay before receiving your monthly report due to data processing requirements. 
Data Requirements

New data appears in the Executive Report automatically when supporting products are activated on an account, and sufficient time has passed to allow for data ingestion. Processing times vary based on the product.