GHL Reporting & Analytics

GHL Reporting & Analytics

Overview

GoHighLevel provides built-in reporting and analytics across CRM, marketing, sales, and communication activities. Use these tools to track performance, identify bottlenecks, and make data-driven decisions.

Dashboard Overview

Default Dashboard Widgets

Custom Dashboard Setup

1. Navigate to Dashboard in your sub-account
2. Click Customize to add/remove/rearrange widgets
3. Available widget types:
   • Contact stats (new, total, by source)
   • Opportunity stats (by pipeline, stage, value)
   • Appointment stats (by calendar, status)
   • Conversation metrics
   • Custom field aggregations
   • Revenue tracking

Key Reports

Contact Reports

Pipeline & Sales Reports

Communication Reports

Appointment Reports

Attribution Tracking

UTM Parameters

Track the source of every lead using UTM parameters in your marketing URLs:

https://yourfunnel.com/opt-in
  ?utm_source=facebook
  &utm_medium=paid
  &utm_campaign=spring_promo
  &utm_content=video_ad_v2
  &utm_term=dental_implants

GHL Attribution Fields

Attribution Best Practices

1. Use UTMs on every link — Marketing emails, ads, social posts
2. Be consistent — Use lowercase, hyphens, and standard naming
3. Map to custom fields — Store UTM data in dedicated contact fields
4. Report by source — Identify which channels drive the most revenue
5. Calculate ROI — Compare ad spend against attributed revenue

UTM Naming Convention

Source:    facebook, google, tiktok, email, organic
Medium:   paid, cpc, social, email, referral
Campaign: [year]-[month]-[name] (e.g., 2025-02-spring-promo)
Content:  [ad-type]-[variation] (e.g., video-ad-v2)

Call Tracking

Setup

1. Purchase tracking phone numbers (LC Phone)
2. Assign numbers to specific campaigns or channels
3. Forward calls to your main business line
4. GHL records call source, duration, and outcome

Call Metrics

Ad Reporting

Connected Ad Platforms

• Facebook / Instagram Ads
• Google Ads
• TikTok Ads

Ad Metrics Available in GHL

Integration Setup

1. Go to Settings → Integrations
2. Connect your Facebook, Google, or TikTok ad accounts
3. View ad performance alongside CRM data
4. Map ad leads to pipeline opportunities for full-funnel tracking

KPI Scorecard

Essential Metrics to Track

Building a Weekly Scorecard

Create a simple reporting workflow:

Trigger: Recurring schedule (every Monday)
→ Action: Compile key metrics
→ Action: Send internal email to team
   Subject: "Weekly Performance Scorecard — Week of {{date}}"
   Body:
   - New Leads: [count]
   - Appointments Booked: [count]
   - Show Rate: [%]
   - Deals Closed: [count]
   - Revenue: [$]
   - Reviews Received: [count]

Reporting for Agency Clients

Client-Facing Reports

1. What to include:

   • Lead volume and sources
   • Appointment metrics
   • Pipeline progress
   • Communication stats
   • ROI calculations

2. What NOT to include:

   • Internal team performance breakdowns
   • Cost data (unless agreed upon)
   • Technical metrics they won't understand

3. Delivery format:

   • Weekly summary email (automated)
   • Monthly PDF report
   • Live dashboard access (via white-labeled GHL)

Report Automation

Use GHL workflows to automate report generation and delivery:

• Schedule weekly email summaries
• Track and send key metric updates automatically
• Alert clients when milestones are hit (e.g., "50 leads this month!")

Key Resources

• Dashboard: Main dashboard in sub-account
• Reporting: Reporting tab for detailed analytics
• Ad Manager: Settings → Integrations → Ad accounts
• Help Docs: GoHighLevel Reporting Guide