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The monthly report — what the system caught, booked and chased

Page one of the report Lee and Sue receive every month. This mock uses real capacity figures; performance metrics are illustrative until the system goes live.

Clearer Training × Charles Medical

Performance report · Month 1

Prepared by SoftSync-AI · covers the first full month after go-live
ILLUSTRATIVE MOCK — metrics populate from live data after go-live

Your capacity right now verified from the public calendar

19
cohorts scheduled in 2026
140
practical seats across the year
~89
seats still open
~£55k
open practical capacity

What the system did illustrative†

142†
enquiries answered automatically
28 s†
median response time
31†
chat leads captured
64†
seat-alert messages sent
22†
review requests sent
17†
emails drafted for approval

† illustrative — real values come from the live system.

Enquiries by channel†

† illustrative — real values come from the live system.

Next month

  • Connect WooCommerce seat counts live, so open-seat figures update themselves.
  • Switch review requests on for every cohort, not just the pilot courses.
  • Begin the CPD recall backfill — past delegates invited back as refresher dates open.
Clearer Training × Charles Medical · monthly performance report · page 1 of 1 Prepared by SoftSync-AI · simulated for demonstration