Activity Summary

Understanding the monthly summary metrics and how to use them with clients

4 min read MSP Reports

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."