Reporting

More robust sales reporting and sales forecasting. Pipeline accumulative reporting for each quarter. The current reporting is not up to standard and it's making it difficult to convert business, as it does not cater for sales teams, reporting and sales managers to easily monitor and engage the sales team based on their performance as depicted in the sales reports. Can we URGENTLY get this done?

Just about every feature in the platform has it's own reports which get's confusing (not to mention there's no central design language) Would love to see all these reports pulled into one spot: the dashboard. The dashboard should also be fully customizable to swap in/out stats, resize tiles, etc.

Would be great to have time tracking included so we can track team that are using GHL or othes on the team that are doing other tasks outside, so we can properly pay them and know their workflow

Add a feature that allows a report in CRM that can break down the revenue by lead source. For ex. (Win/Loss/Open)

The Wallet Transactions Detailed Report needs to be able to download all sub-accounts in one report as we can for the Agency Wallet Report. It’s incredibly tedious to download one sub-account at a time. Here are the report breadcrumbs: Sub-Account/Settings/Billing/Wallet & Transactions/Detailed This is a subset of this ticket: https://ideas.gohighlevel.com/saas/p/agency-wallet-transactions-detailed-transaction-report-adtr

Enhance the Section called staffs (and change the current staff section to Staff Settings) to allow us to manage staffs on a day to day basis. Task them directly from there, check tasks, check calls, check the leaderboards, Recent activities, and manage their schedule. Managers should be able to quickly glance at an employee profile and see their day week and month at a glance. Maybe even tracking hours worked, by clocking in. We should also be able to audit their account so we can see not just activity, but inactivity. The other side is the ability to message your staff internally so you can have instant communication with them and management. And create departments so that Sales people can focus on sales stats, admin can focus on task stats, hourly working stats etc. As well as assign a manager to a team to view their stats and direct communication

We’d love to see more advanced filtering capabilities in GoHighLevel’s Reporting and Dashboard segments, specifically focused on recurring revenue and invoice tracking. Add filtering by assigned user (or other custom fields) to the Reporting and Dashboard conditions modules, so we can: Track recurring payments filtered by: - Assigned user / account manager - Client Renewal status (Declined, Successful Per team) - Product/service type (if using custom fields or tags) Segment revenue reports to show: - How many invoices each sales rep has sent - How many are pending vs. paid - Total revenue generated by each rep Include an option to differentiate between “Assigned User” and “Invoice Creator” in filters, to avoid skewing results when team members help each other. This would provide agencies and teams with better visibility into individual performance and recurring revenue streams, especially in multi-rep sales environments. It also improves tracking and accountability without needing external spreadsheets or custom dashboards.

We have had clients request for the High Level dashboard to be made available in multiple languages, namely Spanish and Arabic. HIGHLVL-I-634

HighLevel needs to have the ability to create reports based on basic criteria we can include such as: Pipeline, Number of Accounts Won, Total Revenue Value of Won Accounts in a given date range, etc. Also, instead of showing one pipeline at a time, we need to report on the entire account at once for this basic data. Is this not possible? HIGHLVL-I-695

High Level should create a new reporting menu that displays similar stats as Call Reporting but of SMS or Channel activity. I think everyone would benefit if they can see stats like: Graph Total Number Sent Total Number Replied Total Number Didn't Reply Percentage Sent Percentage Replied Percentage Didn't Reply First Time Messaging Average Number of Messages per Conversation by SMS/Channel etc