Reporting

It is way to difficult to track revenue earned per staff member when it comes to service calendars and tips received. Every other platform that offers service booking makes this a default, easily trackable attribute. For business owners just trying to get a glance of earnings and pay out to their staff, this should be simpler. Speaking of tips, they need to be able to be applied to service calendars too.

I need to be able to track campaign activity for printed sales collateral. ie direct mail and door hangers. The campaign has a call tracking number and a unique QR code. I want to be able to build a custom report for this campaign that reports the number of calls generated and the number QR code scans generated by the printed collateral. I need the ability to add analytics for any inbound call tracking number and any QR code analytics into a custom report that can be scheduled and emailed to stakeholders.

Problem Statement Currently, WhatsApp campaign performance can only be monitored via two locations: Contacts > Bulk Actions: Ideal for manual bulk sends, but lacks deep integration with automation workflows. Automations > Workflow Action Statistics: Deep analytics, but buried inside individual workflow steps. The Use Case / Agency Challenge Many agencies manage GoHighLevel on a managed service model, where automations carry out the bulk of WhatsApp campaigns (e.g., sending broadcasts, listening for keyword replies, and triggering follow-up actions). Because clients can easily break complex logic, agencies often restrict client access to the Automations tab. However, this creates a major reporting barrier: Clients cannot view real-time campaign performance without workflow access. Navigating to Bulk Actions is unintuitive for non-technical client users and doesn't capture automation-triggered broadcasts. Agency teams waste time manually exporting workflow stats into external reports or CSVs. Proposed Solution Introduce native WhatsApp Dashboard Widgets to the Custom Dashboard builder (similar to existing SMS and Google/Meta Ad widgets). Specifically, we need widgets that allow us to report on both Workflow Actions and Bulk Actions: WhatsApp Campaign / Action Metric Cards (Scorecards)Total Sent, Delivered, Read, Replied, and Failed. Filterable by: Specific Workflow, Specific WhatsApp Action Step, or Date Range. WhatsApp Analytics Charts (Donut / Bar Charts)Visual delivery breakdown (Sent vs. Delivered vs. Read vs. Failed). Interactive Button Click Rates (Quick Replies / CTA Clicks). Macro WhatsApp Performance Overview WidgetTotal WhatsApp messages sent across the sub-account over a selected timeframe, breaking down total engagement (Replies & Clicks). Business Impact / Why This Matters Client Retention & Transparency: Clients get immediate, high-level visibility into campaign ROI right when they log in to their main dashboard. Agency Efficiency: Eliminates the need to build complex workarounds (like tagging every recipient and passing custom fields just to populate a contact widget). System Security: Allows agencies to keep Automations locked down safely without sacrificing reporting capabilities for clients.

It would be incredibly useful if, while filtering contacts, we could pick a pipeline and have the system display the percentage of contacts in each stage. This feature would greatly improve reporting. For instance, if I select all the leads from a specific time range and then choose "Pipeline Percentage," the system could provide me with a breakdown of how many leads are in each stage and the percentage each stage represents.

Why can we add a Favicon inside of Funnel Pages, but not our DASHBOARD? This is ridiculous that it hasn't been done already (without custom code). Copy and Paste the link (inside of media) of your Favicon should be in your Company Settings to change it or update it.

Allow Admins to set the default page after a user logs into HL.

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.

I would like the ability to access all of the metrics that are on the agency rollup report through the 2.0 API. Metrics on the agency rollup report that are not currently accessible via API 2.0 are: -Active Users -Calls -Emails -Text Messages -Reviews The use case is to be able to create custom dashboards using some other metrics that our company tracks for our clients that are outside of the GHL platform such as cold email and direct mail.

The reporting section needs more filtering options so that managers can see how their team is doing. The Appointments Report needs to be filtered by "Appointment Owner" and by "Created By". That way we can gauge performance of the appointment setter and also the sales representative

If a car gets a $100 oil change or something needs fixed on it there should be a way for us to enter in that expense so that way we can see how profitable that car is