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Product · Reports

Proof that renews retainers.

Client-ready reports that tie calls to booked appointments, jobs and revenue — delivered weekly under your brand.

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Outcomes

Speak in appointments, not minutes

Clients don't renew because of call counts. They renew because of the Monday email showing 87 bookings and $31k of influenced revenue.

  • Weekly and monthly branded digests
  • Call transcripts, recordings and AI summaries
  • Export to PDF or share a live link
portal.northbeam.ai/reports
Pinecrest Dental · Marchvs Feb
Appointments
87
▲ 9%
Revenue influenced
$31.2k
▲ 18%
Hours saved
64
▲ 6%

AI call summaries

Every call summarised with outcome, sentiment and next step.

Searchable transcripts

Find any call by what was said, not when it happened.

Live share links

Give a client a read-only dashboard URL instead of a PDF.

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