Reporting & Analytics in HighLevel

Overview

HighLevel provides built-in analytics and reporting dashboards to track business performance, campaign effectiveness, and ROI across all marketing and sales activities.

Dashboard Types

Agency Dashboard: High-level overview of all client accounts (for agencies managing multiple businesses)

Location Dashboard: Performance metrics for a single business location

Campaign Reports: Individual campaign performance (opens, clicks, conversions)

Custom Reports: Build custom dashboards with specific metrics

Key Metrics Tracked

• Contact Growth: New contacts added over time
• Revenue: Total revenue, average order value, revenue by source
• Appointments: Booked, completed, no-shows, cancellations
• Pipeline Value: Total value of open opportunities by stage
• Email Performance: Delivery rate, open rate, click rate, unsubscribe rate
• SMS Performance: Sent, delivered, replied, opt-outs
• Workflow Analytics: Contacts enrolled, active, completed, conversion rate
• Form Conversions: Views, submissions, conversion rate by form
• Website Traffic: Page views, unique visitors, top pages

Attribution Tracking

Track lead sources to determine ROI:

• Organic search
• Paid ads (Google, Facebook, etc.)
• Referrals
• Direct traffic
• Social media
• Custom UTM parameters

Report Scheduling

Automate report delivery via email:

• Daily, weekly, or monthly schedules
• Send to clients, team members, or stakeholders
• PDF or CSV format
• White-label reports with your branding

Use Case: Monthly Client Report

Metrics Included:

• New leads generated: 247 (+18% vs. last month)
• Appointments booked: 89 (36% conversion rate)
• Pipeline value: $127,500 (+$22,000 vs. last month)
• Closed deals: 12 ($38,500 revenue)
• Email campaign performance: 28% open rate, 4.2% click rate
• SMS response rate: 47%
• Top lead source: Google Ads (42% of leads)
• ROI: $38,500 revenue / $8,200 ad spend = 4.7x