Example monthly report

One page. Four questions. Every month.

This is what installers on the Installer Growth Website get each month. The business and the figures are made up for this example. Your report uses your real numbers.

Example · Solar & battery installer · Ayrshire

Monthly report: March

Prepared by Digital Copper

1. Good enquiries, and where they came from

Where fromThis monthLast month
Google search65
Google Business Profile43
Referral or word of mouth22
Facebook11
Unknown10
Total good enquiries1411

We also filtered out 6 enquiries that weren't real customers: suppliers, job applications, spam and one from outside your area. One enquiry came in without a known source; we show it rather than guess.

From you: 5 of last month's enquiries became quotes and 2 became jobs. Your average first reply was 4 working hours.

2. What we changed

  • Moved the "Book a free survey" button to the top of the battery storage page on phones.
  • Added three new install photos from Troon and Prestwick, with what each customer had fitted.
  • Updated the grants section after the Home Energy Scotland changes.
  • Replied to 4 new Google reviews.

3. What we learned

Battery enquiries rose from 2 to 5 after the survey button moved. That's a small number, so we'll watch it for another month before calling it a pattern. Most people who asked about batteries had already read the grants page first.

4. Next month's priority

Add a short "What happens on survey day" section to the solar page. Three people asked about it on the phone this month.

Time used this month: 1 hour 50 minutes of your 2-hour allowance.