Top 5 HighLevel CRM Analytics to Track

For marketing agency clients looking to capture new leads, nurture those leads into customers, and track customer conversations, HighLevel CRM is an excellent solution. But if you’ve landed on this article, you’re probably looking for ways to deliver the most impactful HighLevel CRM metrics to your clients, beyond simply sharing the raw data. 

Doing so has a multitude of benefits: from staying ahead of the competition to demonstrating your agency’s expertise and success in using HighLevel CRM metrics to achieve client goals. For example, maybe you’re already reporting some HighLevel metrics, but you’re looking for ways to connect the dots from a client’s CRM to their other marketing channels.

This article covers everything you need to know, from the platform's history to the top five HighLevel CRM analytics to track. We’re providing you with practical tips to create reports that wow your clients and deliver the insights they need to run a successful business. 

Whether you're focused on lead conversion rates, customer engagement, or sales pipeline efficiency, these metrics will help you present data in a way that drives results and reinforces the value of your services.

You’ll want to bookmark this guide for future reference.

What Is HighLevel? 

Kicking things off with a simple definition, HighLevel is an all-in-one marketing platform designed to streamline business operations. It addresses the growing need for a comprehensive tool to manage marketing, sales, and customer communication processes. 

HighLevel is a full-suite platform that simplifies the way marketing agencies manage their clients' campaigns. It’s an intuitive platform designed to bring together all the tools needed for marketing, sales, and customer communication in one place.

At its core, HighLevel offers an all-in-one sales solution, including a full-featured page builder to capture leads, an inbound phone system, and a comprehensive CRM. Whether you’re looking to create high performing campaigns with captivating landing pages, build custom menus, or develop full featured websites, HighLevel has you (and your client) covered.

It provides small businesses and marketing agencies with a solution that integrates features such as CRM, email marketing, SMS marketing, and more.

The platform's early success was driven by its ability to adapt to the unique needs of various industries, from real estate and fitness to legal services and ecommerce.

A Quick History of HighLevel

The co-founders, Shaun Clark, Varun Vairavan, and Robin Alex, identified a significant gap in the market for a comprehensive platform that could cater specifically to marketing agencies. They aimed to create a tool that streamlined client management while also integrating various marketing functionalities. 

In 2018, they launched as a simple CRM solution and quickly evolved into an all-in-one platform offering more services. This growth was driven by feedback from early users who were looking for a powerful tool that could handle multiple aspects of client relationship management and marketing under one roof. 

HighLevel's range of features, including CRM capabilities, automated follow-ups, and multi-channel marketing, has made it a great choice for businesses looking to enhance their marketing efforts.

According to recent market data, HighLevel's user base has increased 40% year over year, highlighting its growing popularity. The platform's integration capabilities with other major software tools, such as Zapier, Stripe, and QuickBooks, have further boosted its appeal. 

As of 2023, HighLevel has solidified its position as a leading marketing automation platform. The company has reported significant growth, with more than 40,000 marketing agencies utilizing the platform.

Other Top CRM Platforms Used By Agencies

Understanding HighLevel CRM Analytics

The HighLevel platform provides detailed insights into various marketing and business operations across the pipeline management spectrum. Let’s take a closer look at some of these factors.

Customer Relationship Management

First and foremost, HighLevel is known as a sales and marketing platform that helps agencies with customer relationship management. Agencies use the tool to dive deep into customer analytics and create personalized strategies that resonate with clients' audiences. HighLevel also allows agencies to track customer interactions, preferences, and purchase histories to tailor marketing campaigns that target specific segments.

SMS Marketing Campaigns 

HighLevel’s tracking and reporting for SMS marketing campaigns monitor the performance of a client’s text message outreach, including open rates, response rates, and conversion rates. Agencies often analyze this data and then make strategic decisions to fine-tune SMS marketing campaigns. 

We use an automated system to start contacting customers once a sale has been completed. This automation includes emails and SMS messages, with a direct link to the business' online listings to help generate customer reviews.

Lane Anderson, Founder & CEO, London Road Marketing

Effectively Capture Leads From Landing Pages 

Agencies have the ability to identify the most effective channels by tracking landing pages, to enhance strategies for lead generation. This data-driven approach clearly shows where to optimize marketing efforts to attract and convert more potential customers.

Where To Find HighLevel Analytics Within the Native Platform

To find HighLevel analytics within the native platform, follow these steps:

1. Navigate to the Dashboard: After logging in, you will be directed to the main dashboard, which displays an overview of your client’s account performance.

2. Access the Analytics Section: On the left-hand side menu, select the "Analytics" tab. This will take you to an overview of the analytics page.

3. Explore Different Reports: Within the analytics section, access various reports that each offer detailed insights and data visualization to help understand and optimize marketing strategies.

Image: Where to find analytics in the HighLevel native platform.

HighLevel Metrics vs. KPIs

HighLevel offers a wide variety of metrics within its native platform, providing detailed insights into various aspects of marketing and business operations. 

These metrics include open rates, click-through rates, response rates for SMS and email marketing campaigns, lead conversion rates, customer engagement levels, and sales pipeline progression. These data points allow agencies to monitor and optimize every aspect of their marketing efforts.

However, not all metrics are equally valuable to clients. 

Key Performance Indicators (KPIs) are the critical metrics that demonstrate the success and impact of an agency’s work. KPIs might include lead generation rates, return on investment (ROI) from marketing campaigns, customer acquisition costs, and overall sales growth. 

Marketing agencies that focus on KPIs offer clear evidence of their value to clients. They ensure that marketing strategies align with business goals and deliver measurable results.

KPIs allow us, as the agency, to demonstrate our value to the client. There's basics KPIs such as spend, clicks, impressions, ranking, etc, but the real KPIs every client wants to know are leads and/or sales. We like to include both in our monthly reports. Ultimately, what is their ROI from our efforts? When you can clearly demonstrate this month over month, it increases your retention rate and keeps clients paying you month after month.

Jacob Hicks, Owner, Freedom Leads

Top 5 HighLevel CRM Analytics to Track for Clients

Tracking the right analytics is important for any marketing agency using HighLevel to manage and optimize their clients' campaigns. 

Here are the top 5 HighLevel CRM analytics agencies should be tracking:

1. Opportunities by Status

Opportunities by Status categorizes opportunities as won, open, lost, or abandoned. This segmentation helps agencies understand the current state of their sales efforts and identify where improvements are needed. Tracking these statuses allows for more accurate forecasting and strategic planning.

2. Opportunities by Stage

This metric breaks down the sales pipeline into different stages, such as initial contact, proposal, negotiation, and closing. By analyzing opportunities by stage, agencies pinpoint where leads are dropping off and where additional focus is needed to move prospects through the funnel more efficiently.

3. Opportunities by Pipeline

Opportunities by Pipeline provides an overview of all opportunities across different sales pipelines. This metric is helpful for agencies managing multiple campaigns or client projects, as it aids in balancing resources and identifying which pipelines are performing well and which need attention.

4. Total Monetary Volume

Total Monetary Volume measures the total potential revenue from all open opportunities. This metric shows the financial impact of the sales pipeline and sets revenue targets. It helps agencies prioritize high-value opportunities and allocate resources effectively to maximize revenue.

5. Conversations by Last Message Type

This metric tracks the type of last message sent in conversations, such as email, SMS, or phone calls. Analyzing conversations by last message type helps agencies assess the success of different communication channels and adjust their strategies to improve engagement and response rates.

Turning Raw HighLevel CRM Analytics Data Into Actionable Insights

Providing clients with raw numbers is not enough. Agencies must turn marketing data into actionable insights that drive results. Raw HighLevel analytics offer a wealth of information, but without proper interpretation, these numbers are downright overwhelming and meaningless. 

By transforming raw data into clear, strategic insights, marketing professionals help small business owners make informed decisions, optimize their marketing efforts, and achieve their business goals. 

Here’s how to effectively turn HighLevel Analytics data into actionable insights.

• Set Clear Goals & KPIs: Define specific objectives and key performance indicators to measure success and guide data analysis.

• Identify Key Metrics: Focus on the most relevant metrics, such as opportunities by status or total monetary volume, to streamline the analysis.

• Analyze Trends: Look for patterns over time to understand what’s working and where adjustments are needed.

• Benchmark Against Competitors: Compare performance with industry standards to identify strengths and areas for improvement.

• Connect the Dots With Other Platforms: Integrate data from multiple platforms like Facebook Messenger (FB messenger) to get a holistic view of your agency’s marketing efforts.

Showing what you are capable of doing for your clients is the best way to show value.

Blake Baxendell, CEO, Wahha Design

How To Create HighLevel Reports Using AgencyAnalytics

AgencyAnalytics makes it easy for agencies to hit all the targets necessary to transform HighLevel data into actionable insights–track multi channel performance across 80+ marketing platform integrations, analyze trends with straightforward visuals, and create annotations to note goals and progress towards them. 

Follow these steps to get started:

Step 1: Log In to AgencyAnalytics

Begin by logging in to your AgencyAnalytics account. Use your credentials to access the main dashboard. If you don’t have an account, you will need to sign up and complete the initial setup.

Step 2: Create New Report

Once logged in, click on “Reports” on the left sidebar and then choose to create a new report, create a smart report, or clone an existing report. 

Step 3: Customize Widgets

If you’ve chosen to create a new report, you’ll have the option to “Add a section.” Once you’ve selected “HighLevel” your report is created. Now, you’re free to add and customize widgets to display the metrics that matter most to your clients. 

Click on the “Add Widget” button and choose from a variety of HighLevel metrics, such as opportunities by status, total monetary volume, and conversations by last message type. Drag and drop widgets to organize your dashboard and adjust settings to tailor the data presentation to your needs.

Step 4: Set White Labeling and Create Permissions

To maintain a professional appearance, enable white labeling. Go to the settings menu and select “White Label.” Customize the platform with your agency’s logo, colors, and domain name. Next, manage user permissions by navigating to the “User Management” section. Here, create user roles and set specific permissions for each team member or client, ensuring they only access relevant data and reports.

Step 5: Schedule Automated Reports

Automate your reporting process by scheduling regular reports. Go to the “Reports” section and click on “Create Report.” Select the desired metrics and customize the layout. Then, set a schedule for automatic report generation and delivery. Choose the frequency (daily, weekly, or monthly) and the recipients. Automated reports ensure your clients receive consistent updates without manual intervention.

5 Tips for Creating HighLevel CRM Reports That Wow Clients

Creating HighLevel CRM reports that impress your clients requires more than just compiling data. Marketers must present the information in a way that is clear, actionable, and aligned with their business goals. 

Here are five tips to help you create HighLevel CRM reports that will leave a lasting impact.

1. Combine HighLevel With All of Your Clients’ Other Campaign Metrics

Integrate data from 80+ other marketing tools such as Google Analytics 4, Google Ads, Facebook, SEO rankings, and more. This all-in-one platform approach provides a holistic view of your client’s marketing performance, making it easier to track analytics across different channels and understand the full impact of your efforts.

2. Track the Right HighLevel Metrics

Focus on the metrics that are most relevant to your client’s objectives. Prioritize key metrics such as opportunities by status, total monetary volume, and conversations by last message type. By tracking the right HighLevel metrics, you can provide insights that truly matter to your growth strategies.

3. Focus on the Results

Highlight the outcomes that directly impact your client’s bottom line. Show how your marketing strategies have led to increased lead conversions, higher customer retention, or improved ROI. Clients appreciate reports that clearly demonstrate the value and effectiveness of your work.

4. Use Automated Reporting Tools

Leverage technology to streamline your reporting process. Automated reporting tools save time and ensure consistency. Schedule regular reports that compile the latest data and send them directly to your clients. This keeps them informed without the need for manual updates, allowing you to focus on strategy and execution.

We always intercept the automated reports to review prior to sending, which allows us to stay on the pulse of a client's account and to pivot as-needed to address any negatives we are seeing, and to call out positives.

Lorianna Sprague, Vice President of Marketing, Trusted Search Marketing 

5. Wrap Results in Your Agency’s Brand

Use white labeling to present reports with your agency’s branding. Customize the report layout with your logo, colors, and design elements to maintain a professional appearance. This reinforces your agency’s brand and ensures that your clients recognize the value you provide.

Comparing HighLevel Native Analytics Platform to AgencyAnalytics

Choosing the right analytics platform is important when managing marketing data. While HighLevel's native analytics tool offers valuable insights specifically tailored to its platform, integrating with AgencyAnalytics provides additional benefits and flexibility, especially for marketing agencies. 

Below is a comparison to help you decide which solution best fits your needs.

Built specifically for marketing agencies, AgencyAnalytics offers a broader range of features, such as multi-platform integration, advanced customization, and robust client management tools. 

We LOVE your analytics better than HighLevels'. So we shut down theirs and implemented yours with a custom button. 

Rick Warda, President, Suite Edge, LLC

Integrate HighLevel with AgencyAnalytics to provide comprehensive, branded reports and dashboards that consolidate data from multiple marketing platforms. Start your 14-day free trial today!

Summary & Key Takeaways

Marketing agencies face the common challenge of finding an all-in-one solution to combine their reporting and analytics under one roof. 

HighLevel is designed to help marketers thrive by offering everything from a page builder to capture leads to advanced tools that drive success across various industries, from real estate to ecommerce.

Integrating HighLevel with AgencyAnalytics provides the unified platform you need to streamline your reporting process and deliver easy-to-understand insights to your clients. 

Here are some key takeaways to help you get started:

• Evaluate Your Current HighLevel Analytics Approach: Assess the effectiveness of your current HighLevel analytics strategy to identify areas for improvement and integration.

• Explore Third-Party Tools: Research options like AgencyAnalytics to determine the best fit for enhancing your agency’s reporting and analytics capabilities.

• Customize Reports: Tailor your HighLevel analytics reports to align with each client’s unique needs and goals, incorporating your agency’s white label branding.

• Set Up Automated Reporting: Configure automated report scheduling within AgencyAnalytics to keep your clients regularly informed about their HighLevel campaigns.