GoHighLevel Client 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
Create custom reports and dashboards to automatically track and report on your clients’ leads through important stages of the customer journey. With the GoHighLevel client reporting tool, it's easy to 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 Abandoned Currency
- Amount Lost
- Amount Lost Currency
- Amount Open
- Amount Open Currency
- Amount Won
- Amount Won Currency
- Appointments
- Contacts
- Conversations
- Date
- Lost
- Open
- Opportunities
- Total Monetary Value
- Total Monetary Value Currency
- 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.
HighLevel is just a slice of your clients' multifaceted marketing tech stacks. Combine data from over 85 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.
Elevate client reports by creating custom metrics using data from over 85 integrations. This ability to blend various data points allows your agency to provide unparalleled depth and relevance.
Offer your clients more than just surface, high level metrics. Create a customized experience that aligns with their business goals and what they're most interested in seeing. Use this approach to demonstrate your commitment to excellence, transparency, and achieving marketing objectives.
Transform the way you present your client reports by tailoring your dashboards to reflect your agency's unique brand. Infuse your logo, adapt your color palette, and even host the platform on your own domain.
The comprehensive white labeling suite arms you with all the tools you need to customize the platform. Make it not just a tool, but an extension of your brand's identity. That way, you'll ensure clients easily identify your brand and aesthetic at every touchpoint.
Discover the white label reporting tool trusted by 7,000+ marketing agencies.
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 85+ 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.
At AgencyAnalytics, our commitment to your agency's success is unwavering. Our team is available 24/5 to offer support and provide real-time assistance, with an average response time under three minutes. Renowned for our efficiency and quality, our support consistently achieves customer satisfaction ratings above 95%.
Whether you're navigating your HighLevel dashboards or need tailored guidance, our dedicated team ensures you have the support to deliver outstanding services to your clients.
AgencyAnalytics is more than just a platform, it's your partner on the path to expansion with usage-based pricing that makes growing your agency as affordable as $25 per month.
No trick fees, no report ceilings—the sky's the limit with our 85+ platform integrations. And the cherry on top? Enjoy the freedom of unlimited users and custom dashboards on select plans. Automated reporting has never been this easy and cost-effective.
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.
Yes. AgencyAnalytics holds several accounts from the same platform under one client, and each widget points at the account you choose. Handy when a client runs two ad accounts or a few locations. Support varies by integration, and the accounts per integration guide has the list.
AgencyAnalytics connects to HighLevel with V2 API access, and you need to be logged into the account you're connecting. It brings 365 days of history with it, so the first report isn't starting from scratch. Full steps are in the HighLevel connection guide.
AgencyAnalytics reports HighLevel appointment analytics, contact analytics, conversation analytics, and opportunity analytics, with Opportunities, Appointments, Amount Won and Total Monetary Value among the fields you can place. Opportunities are reported by pipeline and stage, so you can show your client where deals are stalling. The metrics explorer on this page lists more of them.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
Yes. The HighLevel report template and the HighLevel dashboard template are both built already and come with an AgencyAnalytics subscription. Load either onto a client, connect the account, and the first version of their reporting is ready to edit.
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