Monthly Revenue
$18,240
↑ 11.2% vs January
Profile Views (GBP)
1,847
↑ 23% vs January
Instagram Reach
4,312
↑ 17% vs January
Policies Renewed
34
→ On track (goal: 38)
Pillar 1
Financial Health
Revenue — Last 6 Months
February Financials
Gross Revenue
↑ 11.2% MoM
$18,240
Operating Expenses
↑ 3.1% MoM
$6,890
Net Profit
↑ 16.4% MoM
$11,350
Profit Margin
62.2%
Avg. Commission / Policy
$537
Revenue by Line of Business
Auto Insurance$7,420 · 41%
Home Insurance$5,840 · 32%
Life Insurance$2,920 · 16%
Commercial / Other$2,060 · 11%
Opportunity: Life insurance is your fastest growing line (+28% YoY). Consider a targeted campaign to existing auto/home clients about bundling life coverage.
Expense Categories
Pillar 2
Online Visibility
Google Business Profile
Profile Views
1,847
Direction Requests
42
Phone Calls
67
Website Clicks
193
Avg. Star Rating
4.8 ★
Profile views up 23% after adding Q&A responses and February photos. New reviews: 3 five-star this month.
Website Traffic (GA4)
Sessions
612
New Visitors
388
Avg. Time on Site
2:14
Top Page
/auto-quotes
Contact Form Fills
18
Traffic Sources
Monthly Visibility Trend — Profile Views vs Website Sessions
Pillar 3
Marketing Performance
Instagram Performance — February
Top Performing Posts
01
"5 things your auto policy doesn't cover"
Carousel · Education
1,240
reach
02
Client spotlight — home + auto bundle save
Reel · Social Proof
892
reach
03
"Is renters insurance worth it?"
Graphic · FAQ
744
reach
04
Valentine's — protect what matters most
Graphic · Brand
631
reach
Pattern: Educational carousels outperform brand graphics 2.1× in reach. Recommend doubling down in March.
Content-to-Revenue Connection — Lead Sources This Month
Google (organic search)7 leads · $3,759
Referral / Word of Mouth5 leads · $2,685
Instagram DM / Profile4 leads · $2,148
Walk-in / Phone Call2 leads · $1,074
18
New Leads This Month
$537
Avg. Revenue / Lead
Action Plan
March Priorities
Launch Life Insurance Email Sequence
Life is your fastest-growing line. A 3-email nurture sequence to existing auto/home clients could yield $2,400–$3,600 in additional monthly revenue.
Respond to All GBP Q&As This Month
You have 6 unanswered questions on your Google profile. Responding within 24 hrs signals activity to Google's algorithm and builds trust with prospects.
Double Educational Carousel Output
Your top 2 posts this month were educational carousels. Increase from 2 to 4 per month — these convert browsers to followers and followers to leads.