Report TemplatesHighLevel Report

HighLevel Report Template

Unlock the full potential of your client reporting with a customizable HighLevel Report Template. This powerful reporting tool saves valuable hours by automating repetitive tasks, letting your team focus on strategy and execution. Forget manual data entry and complex spreadsheets; enjoy a streamlined process that delivers clear, concise reports every time.
HighLevel Report Template Example

Why Your Agency Needs a HighLevel Report Template

A HighLevel report template transforms your client reporting process, saving valuable time and resources. Eliminate the repetitive, mundane tasks of manual report generation, and free your team to focus on strategic initiatives that drive results.

A monthly report template (or weekly, if you prefer) provides a clear, structured format, ensuring consistency and professionalism in every report. Easily tailor the template to meet the specific needs of each client, highlighting key metrics and insights that matter most.

The HighLevel Report Template is a strategic asset that elevates your agency’s capability to deliver insights, foster creativity, and drive growth.

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5 Sections To Include in a HighLevel Report Template

1. Cover Page

A professional-looking and branded report cover page sets the tone for your client reports. It showcases your agency’s attention to detail and commitment to quality.

HighLevel Report Cover Page Example

The cover page should indicate the reporting period and clearly state the specific date range the report covers, whether it's weekly, monthly, quarterly, or campaign-specific.

Overall, a well-designed report cover page conveys expertise and reliability. It frames the data contained within, making your insights stand out and strengthening your agency’s reputation.

2. Executive Summary 

Including an executive summary at the beginning of a report template is essential for effective communication. It provides a concise overview of the monthly reporting, highlighting key insights and critical data for relevant stakeholders.

The summary ensures that everyone is quickly informed about the marketing campaign or project status, assisting with swift decision-making and alignment on strategic priorities. 

HIghLevel Report Summary Example

Creating a HighLevel CRM report summary that aligns with your client’s objectives involves focusing on clarity and actionable insights. Here are a few best practices to consider:

  • Align With the Client’s Business Goals: Ensure the report highlights progress towards strategic objectives.

  • Highlight Key Takeaways: Summarize the most critical insights for easy reference.

  • Provide a Quick Snapshot: Offer a concise overview to quickly inform relevant stakeholders.

3. Opportunities

HighLevel opportunity metrics provide a comprehensive view of potential business opportunities. They help agencies track progress, identify bottlenecks, and optimize the sales process.

HIghLevel Report Opportunity Metrics Examples

By focusing on key metrics, agencies offer clients a quick snapshot of their performance, aligning their strategies with overarching business goals. This clarity showcases the agency’s value, supporting data-driven decisions that drive growth.

Metric

Importance

Use Case Example

Metric

New Opportunities

Importance

Critical

Use Case Example

Identifies fresh prospects added to the pipeline, helping the agency measure the effectiveness of lead generation campaigns.

Metric

Opportunities by Status

Importance

Critical

Use Case Example

Provides a detailed view of the current status of all opportunities, allowing the agency to identify where prospects are in the sales process and take timely action.

Metric

Opportunities by Stage

Importance

Useful

Use Case Example

Offers insights into the distribution of opportunities across different stages, focusing efforts on advancing deals through the sales pipeline.

Metric

Opportunities by Pipeline

Importance

Critical

Use Case Example

Shows the overall health and flow of opportunities within different pipelines, helping the agency and clients optimize resource allocation for maximum impact.

Including these metrics in your CRM report not only highlights your agency’s efficiency but also demonstrates the strategic value and deeper insights you provide. 

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4. Contacts

HighLevel Contacts represent the backbone of your client’s CRM. They encompass all the individuals your client (and your agency) interacts with, from leads to loyal customers. Properly managing contacts ensures that marketing efforts are targeted and effective, ultimately driving growth.

HIghLevel Contacts Data Visualization Examples

Contact-based metrics offer deeper insights into the customer base, helping your agency tailor strategies to different industries and refine the sales process. 

Metric

Importance

Use Case Example

Metric

New Contacts

Importance

Critical

Use Case Example

Tracks new entries into the CRM, helping the agency understand the effectiveness of lead generation tactics across different industries.

Metric

Contacts by Tag

Importance

Useful

Use Case Example

Categorizes contacts based on tags, enabling targeted communication and personalized marketing efforts that resonate with specific segments.

Metric

Contact Details

Importance

Critical

Use Case Example

Provides comprehensive information about each contact, facilitating personalized interactions and informed decision-making.

Including these metrics in your agency’s HighLevel reports underscores your commitment to providing detailed, actionable insights and optimizing marketing strategies based on comprehensive data analysis.

5. Conversations

HighLevel Conversations metrics track all interactions between a company and its contacts. These metrics provide a comprehensive view of communication efforts, revealing the effectiveness of various engagement strategies and the responsiveness of your client’s sales team members.

HIghLevel Report Conversation Metrics

Effective communication is the cornerstone of any successful business relationship. HighLevel Conversations metrics offer insights into the volume and type of interactions, helping marketing agencies optimize communication strategies to drive improved results.

Metric

Importance

Use Case Example

Metric

New Conversations

Importance

Critical

Use Case Example

Tracks the initiation of new interactions, helping sales team members identify trends in customer engagement.

Metric

Conversations by Message Type

Importance

Useful

Use Case Example

Categorizes communications (e.g., email, SMS, chat) to refine the mix of outreach strategies based on effectiveness.

Metric

Conversation Details

Importance

Critical

Use Case Example

Provides in-depth information on each conversation, facilitating personalized follow-ups and improving client relations.

Including these metrics in a HighLevel report highlights your agency’s role in driving effective communication strategies. 

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Customizable HighLevel Monthly or Weekly Reports to Meet Client Needs

Add metrics from other integrations to create a comprehensive, big-picture report of your clients lead generation activities, sales efforts, and revenue.  Seamlessly connect with Google Analytics, paid ad platforms, social media, SEO tools, and payment systems in a comprehensive reporting tool that does the heavy lifting for you. 

Customizable Lead Gen Report Example

By leveraging the 80 available integrations, AgencyAnalytics is the perfect tool for capturing and presenting all of your client’s essential marketing data, offering deeper insights and showcasing the full impact of your agency's efforts.

Streamline Reporting With HighLevel Templates and Focus on What Matters

Simplify your reporting process with customizable HighLevel report templates that give your agency time back to focus on what truly matters–crafting winning campaigns and building client trust.

Drag-and-Drop HighLevel Report Editor

These report templates adapt to your client’s specific needs, making it easy to generate detailed, professional reports. As your agency grows, the flexibility of these templates ensures you continue to deliver high-quality reports without increasing the team’s workload.

We differentiate ourselves by showing clients their true marketing ROI and our AgencyAnalytics dashboard is the reason we are able to guarantee this knowledge to our clients. It aggregates their total marketing investment, total quote and sales value and–ultimately–their ROI.

Gabriela Paiva
Gabriela Paiva / Marketing Manager
Digilatics
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CRM Report Templates as Unique as Your Agency

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. 

An example of the available marketing platform integrations AgencyAnalytics offers to connect your clients' marketing data
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.

Add Your Own Branding To Your Customizable SEO Reporting Software
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.

highlight progress in marketing campaigns by tracking goals
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.

How to Schedule Automated Marketing Reports for Marketing Agency Clients
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. 

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Give Your Agency Time To Grow

Report Smarter. Not Harder.

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.

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Client Reports That Are Ready in Minutes, Not Hours
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