Activity Summary
Understanding the monthly summary metrics and how to use them with clients
Activity Summary
The Activity Summary gives you a concise monthly breakdown of every action taken across your managed domains — both manual and automated. It's the top-level view before you drill into individual domain reports.
Summary Metrics Explained
| Metric | What It Counts | Why It Matters |
|---|---|---|
| Total Actions | All logged events in the period | Shows overall activity level and demonstrates active management |
| Sources Approved | Legitimate senders added to SPF (manual + auto) | Each approval directly improves DMARC compliance rate |
| Sources Blocked | Suspicious sources rejected (manual + auto) | Directly linked to fraud prevention estimate |
| Fraud Prevented | Estimated dollar value of blocked threats | Demonstrates business value — strong talking point for client reports |
| Automation Rate | Percentage of actions handled by Autopilot vs manual | Higher automation rate = more efficiency. Shows value of Autopilot to clients. |
| Policy Progressions | Number of DMARC policy upgrades completed | Shows forward progress toward full email enforcement |
Understanding Automation Rate
The automation rate is the percentage of total actions handled by Autopilot without human intervention:
Automation Rate = (Autopilot Actions) ÷ (Total Actions) × 100
- High rate (80%+) — Most management is automated. Great for MSPs managing large volumes of domains.
- Low rate (<20%) — Most actions are manual. Consider upgrading to Managed or Autopilot levels for more efficiency.
Using the Summary in Client Conversations
Opening line: "This month we reviewed [X] email sources for your domain, blocking [Y] suspicious senders and preventing an estimated $[Z] in potential fraud."
Policy progress: "Your DMARC policy progressed from p=none to p=quarantine this month — you're now actively protecting against spoofed email."
Automation value: "Our Autopilot system handled [X]% of all decisions automatically — that's [N] hours of manual work saved."