Everything below happened without you touching it.
Monthly report. The numbers on this page as a one-page PDF with your agency's name on it. Emailed to you on the 1st of each month. Forward it to a business partner or keep it for your records.
Same hero rule as Overview: pipeline value in the client's own currency when there are meetings, otherwise the best true number. Cost per meeting uses the plan price in USD and is shown separately from pipeline currency, never converted. Counts come from the same queries as Overview and Campaigns. "Work done for you" totals come from agent_actions and provisioning rows.