See Where This Month's Leads Came From and What to Do Next
The Monthly performance review is the flagship UTM Grabber report: one read that tells your month's lead story. It answers how many leads you got, how that changed against the month before, which channels, sources and campaigns sent them, and what to do next.
Published · Updated
/monthlyCore performance
What's the one report that sums up my whole month?
It depends on how often you report and who reads it. For a full month's lead story, the Monthly performance review is the one to send: leads against last month, the channels and campaigns behind them, and what to do next. Type /monthly to run it. For a short Monday update, the Weekly executive summary fits better. If you present to a board each quarter, use the Quarterly business review. To rank every campaign on its own, pick the Campaign leaderboard.
What it is: The Monthly performance review is the flagship report from the free UTM Grabber Reports skill for owners, marketers and agencies that tells your month's lead story and what to do next.
What this report answers
Built for: Owners, marketers and agencies who need one report to forward to a boss or a client without editing it.
What's in the report
Why You Can Trust What It Tells You
Next steps from clear limits
You get a next step when tagging falls under 85%, a campaign drops below 60% of its previous volume, or a campaign grows fastest.
Every change has a comparison
Your AI pulls this month and the month before together, so each number in the report sits next to last month's.
Stays focused on your leads
The report leaves out spend and cost, so ask for Full-funnel performance when you want spend and revenue in one story.
Ask your AI
Type the shortcut, or ask in your own words. Your AI pulls your leads through your UTM Grabber connection and builds the report.
You ask: /monthlyHow did we do this month?
Used UTM Grabber
check_site_health· UTM Grabberlist_forms· UTM Grabberget_entries· UTM Grabber· 1,120 leads
Claude answers: September brought 1,120 leads, 12% more than August. Google was the biggest source with 510 leads (46%).
/monthly- “How did we do this month?”
- “Give me the monthly report for September and compare it with August.”
- “Which campaigns grew this month, and which ones slipped?”
What it uses
UTM GrabberRequiredYour leads, with their UTMs and click IDsFirst-touch fields from UTM Grabber Premium, for the openers vs closers chart.Report designs need Claude, Codex or Cursor.
Monthly performance reviewWhich plan do you need?
This report works on the free plugin. UTM Grabber Premium adds more detail.
On Free and Starter your AI reads only your last 30 days, so the report shows this month without the month before. Starter+ and Premium add the comparison.
| Plan | What your AI reads |
|---|---|
| Free pluginThis report | Your last 30 days, with a fair-use allowance |
| Starter | Your last 30 days, with first touch and more click IDs |
| Starter+ or Premium | Your full history, unmetered |
See it in 4 looks
Same numbers, same story, 4 designs. View the sample full screen, or download it as a PDF or editable PowerPoint slides.
Questions about this report
What's the difference between the monthly and weekly reports?
The monthly covers 30 days or a calendar month and tells the full story: channel mix, sources, campaigns, the daily rhythm and next steps. The weekly is the Monday one-pager: the last 7 days against the 7 before, built to print on 2 pages.
Does the monthly report include ad spend?
No. It's built from your UTM Grabber leads, so it talks about leads, channels and campaigns, never cost. Connect Google Ads, Meta Ads, Google Analytics or your CRM to the same chat and ask for Full-funnel performance to see spend, customers and revenue.
What does my AI run if I just ask for “a report”?
The monthly. When a request is vague, the skill treats it as the default report, so “send me a report” gets you the month's lead story. Under 10 leads, it still runs and says the sample is small.
Related reports
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Get This Report on
Your Own Leads.
Connect UTM Grabber to Claude, ChatGPT, Codex or Cursor with the AI Connector (MCP), add the free Reports skill, then type /monthly. Or just describe what you need.
Every plan can connect. The report designs need an AI app that supports skills: Claude, Codex or Cursor.
This sample is real output from the UTM Grabber Reports skill v2.0, built on sample data for Northwind Dental, a fictional dental practice. Once you set it up, every report uses your own brand colors and logo. Google Ads, Meta, Google Analytics and CRM connectors come from each platform or a third party, not from UTM Grabber. You add them to the same AI chat.