The monthly report

Priya at Northlight Digital sends Tallyfox's report to Dan, Tallyfox's founder, who has no seat. Dan reads it alone and checks an answer in ChatGPT himself. A ⚠ in a caption marks a screen the design has not settled.

Tallyfox · Report for the month

Answer share against competitors · change on last month · two real answers · sources table · actions done

AI referral sessions and conversions: missing, GA4 is not connected · Connect GA4

Branded search clicks: missing, Search Console is not connected · Connect Search Console

Send

The month's report is composed when she opens it; GA4 and Search Console show as missing, not zero, because neither is connected.

Tallyfox · Report for the month

AI referral sessions: 312 · Conversions: 9

Branded search clicks: missing, Search Console is not connected · Connect Search Console

Send

She connects GA4 and the report fills its floor; Search Console stays missing until she connects it too.

Send the report

Sent as Northlight Digital

Recipients: dan@tallyfox.example

Schedule: first Monday of each month

Also: Share link · PDF · CSV of each table

Send now

Schedule

The report goes out under Northlight's name and logo, set at the account's first share. She adds Dan as a recipient and schedules it each month; the link, PDF, and CSV are there when she wants them.

From Northlight Digital

Tallyfox's AI answer report for the month

Read the report

⚠ The email reaches Dan on his phone from Northlight Digital with a link to the report; what the email says is not designed.

Northlight Digital · Tallyfox report

Answer share: Tallyfox mentioned in 1,840 of 7,680 answers (24%), top pick in 520 · last month 20%

Ledgerly 41% · Billwise 27% · Quoteo 15%

7,680 answers · 40 questions · app and API, labelled · United States

⚠ Dan opens the report with no sign-in: it is Northlight's, it says whether Tallyfox is recommended against its three rivals, and how that moved on last month. Which month the link shows once the next one begins is not designed.

A real answer

ChatGPT · app · United States · one run in the month

"What is the best invoicing software for freelancers?"

"Ledgerly and Billwise are often recommended… Tallyfox is a lower-cost option…"

Open all answers for this question

Sources

invoicing-roundup.example · editorial · cited in 96 answers · Tallyfox named in 22

Dan reads one real answer and the sources table, with engine, surface, and date, and asks ChatGPT the same question himself to compare.

Actions done

Done · Added a comparison page against Ledgerly · answer share on its 6 questions: 14% to 22%

Done · Corrected the price on tallyfox.example

Beside the answers

AI referral sessions from GA4: 312 (a floor; some AI visits arrive as Direct) · Conversions: 9

Branded search clicks: missing, Search Console is not connected

He sees which actions were done and what the trend did after, beside the AI referral floor; branded search shows as missing.