# Skill: Reporting Dashboard

**Agent:** Devin (Delivery Ops), Daniel (Design)
**Purpose:** Client-facing weekly/monthly metrics dashboard
**Category:** Core Deliverable #6

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## Build Steps

### 1. Define Metrics Per Client
Standard metrics (customize per vertical):
- Leads generated (by source)
- Response time (average, min, max)
- Meetings booked
- Conversion rate (lead → meeting → deal)
- Revenue attributed to automation
- Review count and average rating

### 2. Data Collection
- Pull from CRM (HubSpot API)
- Pull from outreach tools (email open/reply rates)
- Pull from scheduling (bookings, no-shows)
- Pull from review platforms (Google Business API)

### 3. Dashboard Build
- Simple, clean design (Daniel handles styling)
- Google Sheets or Google Looker Studio (free, client-accessible)
- Auto-refresh daily
- Key numbers prominent: total leads, meetings booked, revenue

### 4. Reporting Cadence
- **Weekly email:** Auto-generated summary with key metrics and trends
- **Monthly report:** Detailed PDF with comparisons, insights, recommendations
- Delivered via email + stored in client's workspace

## Testing Checklist

- [ ] All data sources connected and pulling correctly
- [ ] Dashboard displays accurate, current data
- [ ] Weekly email generates and sends on schedule
- [ ] Monthly report PDF generates correctly
- [ ] Client can access dashboard independently