HighLevel Reporting Tool

Bring HighLevel data into focus
Transform complex metrics into clear, client-friendly reports that reveal what's working and where to improve.
Track Opportunities
Nurture and report on your clients’ leads as they progress through the sales funnel
Display Lead Value
Monitor the value of your clients’ leads at each stage of the customer journey
Report on Contact Status
Showcase contact growth and segmentation, along with important contact details
Manage Conversations
Track when and how conversions are taking place with your clients’ leads, and display key details
Automated HighLevel Tracking & Reporting
Automatically track and report on your clients’ leads through important stages of the customer journey. With the HighLevel integration, leverage customizable marketing dashboards and client reports to organize opportunities, maintain and segment contacts, and keep tabs on important conversations in real time.
Give your clients a clear view into how your agency’s marketing efforts are driving their lead performance. No need to log into their HighLevel account or click on a separate reporting tab. Automate the entire process and access granular details with ease.
Explore All Available HighLevel Metrics
- Abandoned
- Amount Abandoned
- Amount Lost
- Amount Open
- Amount Won
- Contacts
- Conversations
- Date
- Lost
- Open
- Opportunities
- Total Monetary Value
- Won



CREATE COMPLETE DATA TRANSPARENCY
HighLevel Metrics Simplified
Make the data not just accessible, but easy to comprehend. Transform your clients’ HighLevel data—along with data from all their other key marketing platforms—into clear, visually engaging metrics. Interactive charts and graphs make the data simple to analyze, helping your clients quickly identify trends and recognize the growth being driven by your agency.

SET GOALS, SMASH PERFORMANCE TARGETS
Prove You’re Hitting Clients’ Marketing KPIs
The HighLevel reporting tool clearly demonstrates ROI for your clients by prominently displaying their contact growth. It also shows the volume and value of leads your agency is driving through key stages of the marketing and sales process. Add transparency, offer support, and demonstrate progress by applying goals to any HighLevel metric.

MONITOR & MANAGE CONVERSATIONS
Keep Up The Conversation Momentum
Answering important questions and providing clear information when it matters moves leads forward in the customer journey. Keep tabs on all the conversations happening with your clients’ contacts, including when they happened, how they happened, and what was said. Easily filter and display conversations and key contact details by tags to drive next steps or to support clear, organized client reporting. Alternatively, access high level insights to quickly understand what's happening; it's all up to you.


Jason Hylan
Clix

Discover the White Label Reporting Tool Trusted by 7,000+ Marketing Agencies


Claire Aldridge, Digital Marketing Specialist
Victory Digital
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Everything your agency needs

Automated Reports

White Label Dashboard

Client & Staff Access

Connect Your Data

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