Executive Reporting

Know what’s happening.
Without digging for it.

See the performance of your digital footprint in one executive report inside DFM — then have it delivered automatically on the schedule that works for your business.

✓ One dashboard. Leads, listings, social, CRM, conversations, and more in one view.
Executive Report August 2026 · Digital Footprint Management
12 month trend Export report
Impressions282▼ 121 vs. prior period
Engagement10▼ 3 vs. prior period
Leads0No change
Meetings0No change
Performance overview Selected date range
LeadsCustomer interactions
Social posts reach199
Views in Google83
Website visits2
ListingsVisibility + accuracy
Listing Score581
Google views83
Searches<50
SocialConnected channels
New posts53
Engagement8
Reach199
Top-performing postsSee breakdown →
Customer activityCRM + Conversations
Conversations0
Total contacts30
Total companies17
Meetings scheduled0 this period

One report. The whole picture.

Executive Reporting pulls the important numbers from the DFM ecosystem into a business-level view so owners and teams can quickly see what changed, where customers are engaging, and what deserves attention.

01

See performance

Review top-level metrics and trends without opening every tool individually.

02

Compare movement

See changes against prior periods and understand how key numbers are moving.

03

Trace the details

Move from an executive snapshot into the channel and activity details behind it.

04

Share automatically

Send the report to the people who need it without rebuilding a report every time.

Inside the DFM dashboard

Stop hunting through dashboards to answer simple questions.

Executive Reporting gives you one place to review the signals that matter across your digital presence, including the kinds of metrics shown in the example report.

  • See impressions, engagement, leads, and meetings at a glance
  • Review listing accuracy, listing score, searches, and views
  • Understand social posts, reach, engagement, and top-performing content
  • Keep CRM and Conversations activity visible alongside the rest of your report
Executive Report Last 30 days
Overview Leads Listings Social CRM Conversations
Listing Score581▲ 1 this period
Total Contacts30No change
Social Reach199▼ 146 vs. prior
Google Business ProfileListings Management
Searches<50
Views83
Listing ScoreA
Changes8
SocialSelected date range
New posts53
Engagement8
Reach199
Top post reach38
CRM + ConversationsCustomer activity
Total contacts30
Companies17
Conversations0
Captured leads0

Automatic delivery

Your report, delivered when it matters.

Executive Reporting lives in the DFM dashboard, and DFM can automatically send it to your team. Weekly and monthly deliveries provide the full executive report, while daily delivery works as a condensed performance update.

  • Full Executive Report for weekly or monthly delivery
  • Condensed daily updates for quick visibility
  • Delivered automatically by DFM — no report-building required
Daily · Quick update Weekly · Full report Monthly · Full report
✉
The DFM Agency Executive Reporting
Weekly Report
Your Executive Report is ready

Here’s your latest business performance summary. Open the full report in DFM to see the details behind your numbers.

Impressions 282 ▼ 121
Engagement 10 ▼ 3
Listing Score 581 ▲ 1
Report highlights August 2026
Social reach199
New posts53
Total contacts30
View full report →

Reporting categories

Everything your executive report can bring together.

The example report organizes business performance across the same core areas clients see in DFM.

L

Leads

Impressions, engagement, leads, meetings, and customer activity.

Social · Google · Ads · Meetings
G

Listings

Listing health, searches, views, score, and listing data changes.

Google Business Profile · Listings Management
S

Social

New posts, engagement, reach, connected channels, and top content.

Facebook · Instagram · LinkedIn · X · YouTube · TikTok
C

Customer activity

Conversations, contacts, companies, webchat activity, and captured leads.

Conversations AI · CRM

How it works

See it. Schedule it. Share it.

1

Review

Open Executive Reporting inside DFM and see the performance summary in one place.

2

DFM delivers it

DFM handles the automatic delivery based on the reporting setup for your account.

3

Act on the numbers

Use the full report or quick daily updates to understand what changed and what deserves attention.

Your team should spend more time acting on the numbers than assembling them.

Get started

FAQ

Executive Reporting gives you a consolidated business-level view of the performance data available across DFM, so you can review key activity and trends without checking every product separately.

The report is available inside the DFM app in the client dashboard.

Yes. Executive Reporting can be configured for automatic delivery on a daily, weekly, or monthly schedule.

The example report includes areas such as leads, listings, Google Business Profile performance, social activity, Conversations AI, CRM activity, meetings, and other connected performance data.

Executive Reporting is designed to give you a consolidated view while still keeping the underlying product data available in DFM when you need more detail.