HighLevel Report Template for Effortless, Client-Ready Reporting
Customizable HighLevel Report Templates That Build Client Trust
Automate reporting with white-labeled HighLevel report templates that bring key metrics together in one professional, client-ready format. Customize layouts to focus on the insights that matter most—without the hassle of manual data collection.
Whether sent weekly or monthly, these polished reports keep clients informed and confident in your agency’s performance, freeing your team to focus on strategy and results.
Rocky Pedden, President
RevenueZen
AgencyAnalyticsisaneasy-to-usetoolthatsimplifiesourreportingtoourclients.Timeisthemostimportantthingthatwehaveasaservicesbusiness.Themoretimewecangivebacktoourstrategists,themoreclientstheycanmanage.Thisbenefitseverybody.
Custom HighLevel Reports as Unique as Your Agency
Never Miss a Deadline
Put Your Client Reporting on Autopilot
Scheduling client reports means your agency never misses a deadline. Automate report delivery to keep clients informed regularly without manual intervention.
Focus on crafting winning strategies while automated reports handle the time-consuming process of data collection and visualization.
Comprehensive Integrations for Maximum Efficiency
Access 80+ Marketing Platform Integrations
Streamline your agency workflows with access to over 80 marketing platform integrations.
Centralize data from diverse sources such as HighLevel, Google Analytics, Facebook, Google Ads, SEO tools, and more to deliver comprehensive reports with ease.
Elevate Your Brand
Customize Reports With Your Agency’s Branding
With white-label client reporting, easily create fully branded reports, reinforcing your professional image. By incorporating your agency’s–or your client’s–-logo, colors, and style, these reports appear as seamless extensions of your agency.
This customization enhances client perception and trust, positioning your agency as an expert in the field. Deliver polished, consistent, and professional reports that reflect your brand identity and commitment to quality.
Track Progress and Highlight Achievements
Set Lead Gen Goals and Hit Targets
Track progress against client goals with custom metrics and insightful annotations. Showcase your impact and build trust by demonstrating transparency and real results.
This powerful feature fosters client satisfaction and keeps your agency perfectly aligned.
Around-the-Clock Support for Your Agency
Customer Support is Our Top Priority
Your agency’s success is our top priority, and our 24/5 live chat support ensures you're never left waiting. With response times averaging under three minutes, our expert team is always ready to address your queries swiftly.
You care about your client’s success, we care about yours.
Report Smarter. Not Harder.
Automate Reporting and Focus On What Matters
Save time every month by seamlessly integrating the most critical CRM data along with marketing metrics from over 80 other data sources in one centralized platform.
Customize each report template or digital marketing dashboard and quickly clone them to expedite client onboarding, making your processes more efficient and effective.
Sign up for your free trial now!
No credit card required. No setup hassle. Just instant access to automated reporting, custom dashboards, and multi-channel insights.
5 Sections To Include in a HighLevel Report Template
See how easy it is to turn HighLevel data into client-ready reports
FAQs About Custom HighLevel Report Templates
Still have questions about how to create and use custom HighLevel Report Templates? Don’t worry, we’ve got you covered.
A HighLevel CRM report template brings all your client’s CRM data into one streamlined report. It helps agencies provide a quick snapshot of the sales process, lead management, and campaign outcomes, giving relevant stakeholders the information they need to make data-driven decisions that align with their business goals.
A comprehensive HighLevel report should include key performance indicators (KPIs) such as lead activity, pipeline progress, conversion rates, and responses to campaigns like Google Ads. These key takeaways give agencies and their clients deeper insights into what’s driving results. Monthly reporting should also highlight project status updates, helping team members stay aligned on next steps.
The HighLevel report template connects campaign performance with the sales process, helping agencies and clients quickly understand where to optimize. By showing both the quick snapshot and the big picture, agencies answer important questions about what’s working and how to better reach business goals across different industries.
Yes. The HighLevel reporting integration makes it easy to deliver a professional monthly report without the manual work. Automation keeps relevant stakeholders informed with up-to-date insights while giving agencies more time to focus on improving campaign performance.
The report helps agencies provide deeper insights by pulling all CRM data into one place. It’s the perfect tool to show clients how campaigns like Google Ads contribute to sales outcomes. Monthly reporting keeps team members aligned and ensures everyone—from marketers to sales teams—has the data they need to stay on track.
Yes. The HighLevel report template is fully customizable using the drag-and-drop analytics report builder and white label branding to create custom marketing dashboards and automate client reporting.
Agencies tailor layouts, metrics, and visuals to meet client needs. Whether you want to focus on project status, monthly reporting, or campaign results from different industries, customization ensures every report delivers the insights relevant stakeholders need to make smarter decisions.
One of the go-to resources for agencies is the social media analytics report for social reporting. To demonstrate SEO success, agencies frequently use the SEO performance report. PPC metrics are covered in the PPC monthly report template, while digital campaign summaries often rely on the monthly digital marketing report template. Finally, website traffic insights are showcased in the website analytics report template.
Kevin Szypula
Ferocious Media
Thereportswesendtoclientslookalotcleanerandprofessionalaswe’reabletowhitelabelthem.Wealwaysknowthedataandchartsareup-to-dateandthateachreportisvisuallyappealingandstraighttothepoint.
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