IntegrationsHighLevel

HighLevel Reporting Tool

Keep your client’s lead data and performance metrics in one place. The HighLevel reporting tool puts you a step ahead in spotting trends and optimizing campaigns.

Start Your Free Trial View Template

HighLevel integration for AgencyAnalytics

Bring HighLevel data into focus

Transform complex metrics into clear, client-friendly reports that reveal what's working and where to improve.

Start Free Trial

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

MONITOR OPPORTUNITIES, CONTACTS, & CONVERSATIONS

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 the Marketing Report Template

Track HighLevel opportunities, contacts, conversations, and more

Explore the Marketing Report Template

Metrics Explorer

Explore All Available HighLevel Metrics

Add any of these CRM metrics from HighLevel to your client reports and marketing dashboards with ease

Abandoned
Amount Abandoned
Amount Lost
Amount Open
Amount Won
Contacts
Conversations
Date
Lost
Open
Opportunities
Total Monetary Value
Won

Track and display HighLevel metrics clearly and concisely.

Create and set goals and hit your clients' HighLevel KPIs

Monitor and manage your clients' HighLevel conversations

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

Byconsolidatingallofourtoolsintodashboards,wehavesavedsomuchtimeandmoney—it’strulybeeninvaluable.Asanagencyowner,Idon’tknowofabetterplatformthanAgencyAnalytics.

Read Case Study

HighLevel is just a slice of your clients' multifaceted marketing tech stacks. Combine data from over 80 channels using AgencyAnalytics' robust reporting platform to gain a full perspective on their performance.

Use the intuitive drag-and-drop editor to craft customized dashboard views that'll delight your clients. Delve deep into the data or share high level insights; it's all up to you. Reclaim countless hours across all clients by minimizing toggling between platforms, leaving you with more time for what truly matters—enhancing your clients' success.

Browse Integrations

A sample of third-party marketing platform integrations that are on the AgencyAnalytics client reporting software

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

Start Your Free Trial

Leverage our drag-and-drop editor to produce reports that distinctly represent your agency's professionalism. Quickly design custom cover pages, select dashboard widgets, and include custom metrics that reflect your client's goals. Add a high level executive summary, incorporate insights from 80+ platforms, and so much more.

This powerful tool empowers your agency to deliver professionally branded, comprehensive reports that are easy to to understand. In doing so, you'll effectively communicate actionable insights, along with the true value of your services.

Tour Editor Features

Build Dashboards & Reports Your Own Way With a Drag and Drop Editor

Claire Aldridge, Digital Marketing Specialist

Victory Digital

Creating,generating,andsharingreportshasneverbeeneasier,andourclientslovethefacttheycanfollowouractivityandtheirstatsinrealtime.Everythingissimplified,accessible,andbeautifullypresented.

FAQs About HighLevel Reporting for Marketing Agencies

Managing sales pipelines and lead performance across clients? These FAQs break down how to track high-impact data, automate CRM reporting, brand client dashboards, and scale insight delivery.

Agencies gain strategic clarity by monitoring total leads, pipeline stage breakdown (open, won, lost, abandoned), opportunity value, and active conversations. Tracking lead volume and pipeline value provides clear proof of campaign ROI and helps surface bottlenecks in the client’s sales funnel.

Absolutely. Once HighLevel is connected, scheduled reports or live HighLevel dashboards update automatically. That means lead counts, opportunity changes, and conversation data refresh without manual steps—keeping clients informed and agencies agile.

Agencies on select AgencyAnalytics plans apply their own branding, including logos, colors, layout, and custom portal URL, via centralized settings. That styling carries through to every HighLevel dashboard and report, giving clients a cohesive, professional experience.

Custom HighLevel reports are commonly built using the HighLevel report template. To customize the report, agencies select the metrics that matter to their clients—such as lead flow, opportunity value, and conversation counts—then layer in custom commentary, automated goal tracking, and advanced data visualizations. The result is an agency-branded, client-aligned CRM report that drives insights.

Agencies streamline multi-client reporting by using an automated reporting platform that pulls live HighLevel data into prebuilt templates. Dashboards stay consistent across clients while updating in real time, so teams avoid manual rebuilds and deliver branded insights at scale.

More integrations