Centralized reporting
planned
N
Noah Lenz
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.
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A
Alisa Cerney
Yasssssss!!! The custom reporting widgets are great, but they're so time consuming to create. Some basic, out of the box pre-built reports are what we need! Ideas:
- sales per product + price in a given date range
- tags applied in a given date range
- ANYTHING that tells us a "tag applied date" pleaseeee!
- New contacts created in a given date range
- subscription reports (churn, new members, cancelled members, trial members won / lost by date range)
K
Keith Besherse
Ideas Board Finds: Reporting, https://youtu.be/V_Ma2rRxpOw
C
Caterina Abbrescia
Defenetily needed! The new custom report is a start, but there are too many metrics missing to really use it. For example, there is no way of getting stats on SMS, reviews, no. of total messages (email/sms), cost and time savings etc.
An amazing feature would also be to have an summary and recommendations section that can be powered by AI to give customers a written overview of what happened in the previous month and what we recommend moving forward.
C
Carla Di Stefano
Yes please
L
Liv Brown
Yes please!
J
Jane Makin
yes, we need this
V
Victoria Hubert
The dashboard NEEDS to have ALL METRICS regarding funnels/pages/form submissions and email & SMS campaigns right there! As well as automations! With the ability to click and download the data RIGHT THERE! I guess GHL is meant to be a CRM, but that is not how we are using it... For us, it's just a marketing platform... It works great for that, but the dashboard is useless at the moment.... If we can show our OWN metrics from imported data (contacts), that would be AMAZING!!!
K
Kevin Sparks
I fully agree to having access to customised reporting for each client that can be branded and downloadable as a PDF so these can be sent via email to multiple team members who do not have access to GHL. Even better would be the option to schedule these.
W
Walid Shazaman
Why cant we filter how many users have paid invoices with the totals? SOOO BASICCCC!!
M
Mark Hoffman
planned in 2023 and now in 2025 :(
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