HighLevel Dashboard for Performance Tracking and Client Reporting

Customizable HighLevel Dashboard for Smarter Campaign Management

A white-labeled HighLevel dashboard centralizes key marketing data, making it easier to track campaign performance, client interactions, and lead generation. Customize widgets, white label dashboards, and highlight the KPIs that drive results—all in a single, intuitive interface.

Provide clients with a live, up-to-date view of their marketing efforts while streamlining internal analysis. With automated reporting and seamless HighLevel integration, agencies save time, improve decision-making, and strengthen client relationships.

By consolidating all of our tools into dashboards, we have saved so much time and money—it’s truly been invaluable. As an agency owner, I don’t know of a better platform than AgencyAnalytics.

Jason Hylan

4 Key Sections To Include in a HighLevel Dashboard

1. Opportunities

HighLevel opportunity metrics offer a detailed view of client opportunities, including total opportunities, opportunities by stage, status, and pipeline, as well as won, lost, and abandoned opportunities. These metrics also track the monetary values associated with each opportunity, providing a comprehensive overview of client performance.

Incorporate opportunity metrics into a HighLevel analytics dashboard to showcase the value the agency provides and access clear insights that make it easier to optimize campaigns based on live data. 

2. Contacts

HighLevel contact metrics provide a detailed overview of total contacts, contacts by tag, and contact details. This comprehensive data helps agencies keep track of client interactions and segment audiences.

With detailed contact insights at their fingertips, agencies take a data-driven approach to ensuring improved campaign performance, reinforcing the agency's expertise and commitment to delivering exceptional results.

3. Conversations

HighLevel conversation metrics track total conversations, categorize them by message type, and provide detailed message insights. These metrics provide a comprehensive view of client interactions and help agencies understand communication patterns.

This data-driven approach helps agencies optimize contact engagement, boost sales, and build a strong community around the brand.

4. Goal Tracking 

Forget static reports. Integrate seamless goal tracking and transform your reporting dashboard into a dynamic command center. See client progress in real-time, making it easy to demonstrate the impact of your campaigns in a single glance. 

Tracking KPI goals clearly demonstrates success when they are properly aligned with client objectives. Here are a few best practices for creating relevant KPI goals:

• Align With Client Objectives: Ensure KPIs directly support the client’s strategic goals.

• Use Clear Metrics: Choose specific, quantifiable metrics that reflect performance accurately.

• Regularly Review and Adjust: Continuously monitor and adjust KPIs to stay aligned with evolving goals and insights.

Customizable Dashboards To Meet Client Needs

Need to showcase a unique client metric? No sweat. Our easy-to-use platform seamlessly integrates with 80+ external data sources, making it easy to craft unique and comprehensive dashboards. 

This flexibility ensures that every client has a holistic view of their performance, with the specific metrics that matter most front and center. It's reporting that adapts to your agency, not the other way around.

No need to jump from platform to platform or create multiple dashboards in different applications. With 11-Second Smart Dashboards, agencies effortlessly create and save custom dashboards, ensuring that all relevant high-level metrics from every platform are easily accessible in one place. 

Use the intuitive drag-and-drop editor to create bespoke marketing dashboards that become an extension of your agency’s services. 

Streamline Reporting and Hit Performance Targets

Using HighLevel dashboards simplifies client reporting and campaign analysis, giving agencies time to focus on what truly matters–crafting winning campaigns and building client trust. 

These customizable dashboards provide a clear, real-time view of campaign performance in a fraction of the time normally spent on manual client reporting. 

Want to generate reports that showcase how many tasks your team crushes, leads generated, and campaign performance across every category?  Ditch the spreadsheets and build custom reports in minutes.

Adapt to client needs faster and stay ahead of the curve.  Automated reporting frees your team to focus on strategy and creativity, not data entry. Scalable to handle growth, AgencyAnalytics helps you serve more clients without sacrificing quality.  

With AgencyAnalytics, exceptional results are just a few clicks away.

Switching to AgencyAnalytics has transformed the way we handle reporting, allowing us to reinvest that saved time into high-value work that directly benefits our clients and our agency’s growth.

Lily Zimmel / Agency Director