Reporting

Small businesses we've worked with have said they do not have the skills or resources to leverage a SW integration with, say, QuickBooks. While GHL already tracks revenue (when products are sold), adding a cost column would help more fully track and run their business on GHL. Our thoughts on possible implementation are below: -->Light implementation: addition of a static cost column in the 'Inventory' section whereby a user inputs the cost for a given product. This could be updated by the user as product costs change. =>Upon sale of a product, the revenue could be registered from the sale price and the cost could be pulled from the cost recorded in the 'Inventory' section, providing a close measure of profit for each transaction. -->Full implementation: a database that records product cost information as it is entered and timestamps the entry. User could select FIFO (first in, first out) or LIFO (last in, first out) accounting methods to drive the logic determining product cost for a given sale. =>For example: a user buys 5 packs of cinnamon rolls for $3/ea on Jan 1 and 6 packs for $2/ea on Jan 15. GHL records the existence of these in inventory with their stated cost at that time. When the cinnamon roll is purchased on Jan 23rd, the revenue would be recorded based on the sale price and the cost would be recorded either as $3 (FIFO) or as $2 (LIFO) depending on the accounting method selected.

The feature to have dashboards that report on stats for individual subaccounts, available at a glance, at an agency level. For example, we offer email automation services and review systems for some of our clients - the ability to log into our agency dashboard, and see a view of all subaccounts that we offer a certain service for - for example email automation, and get reports on how many contacts were added to each subaccount, how many emails were sent, etc - in order to see which subaccounts are actively using the system, and which are not. For example, it might be something like X Electrical: 126 contacts added 357 emails sent 78% click rate Y Plumbing: 34 contacts added etc etc. For agencies that offer different services, being able to see centralised reports on how these services are being used is crucial for us to be able to communicate with the client, and make recommendations if they have not been keeping up to date.

Hi GHL Development Team, I would like to kindly request the addition of a custom field within the invoicing or client profile section that allows us to input the ABN (Australian Business Number). Ideally, this would support two ABN fields: Our business ABN (Business Owner’s) Client’s ABN This addition is important for our compliance with Australian tax requirements, as both ABNs are often needed on invoices for proper documentation and recordkeeping. We've been receiving so many requests from clients already and we're unable to do that at the moment. Thank you so much!

I'd love the ability to have a filter in the call reporting widgets that allows you to choose a specific number in our sub-account to report based off of, rather than just all the phone numbers together.

It would be great to have the a survery widget in reports so that we can report on the number of surverys submitted

Currently, in workflows, we can see that a contact clicked an email—but not which link they clicked, unless we use trigger links and additional automation. We’d love the ability to view which specific link(s) a contact clicked directly in their activity log or in reporting, without needing to set up extra tags, webhooks, or workflows. This would streamline reporting, simplify setup, and improve tracking accuracy across campaigns.

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 am still using a Gsheet to analyze my data as the current appointment reporting has issues: 1- First, it would be nice if we could adjust columns (make them smaller like in gsheet) like the contact page so we can see all the columns in one go. Right now I have to zoom out at 50% to see multiple columns. 2- It would be great if we can order data by A to Z or select specific results like in gsheet (example: select only appointments booked by user A) 3- I analyze my data by contact Source (example: Facebook ads lead, vs Google Ads lead) I want to be able to see this field, and currently the suggest source is not it. I need to analyze what source gives me the best results, this is essential to make good decisions on how to invest on marketing going forward. 4- I'm interested to track down who initially book the first appointment on each lead and see show up rate, and conversion rate. I have a custom field 'Booked by' and we track who booked it including Chat AI or Voice Ai. I want to be able to see custom fields such as this one. Your field 'Created by' does not track appointments booked by chat ai or voice ai. Or booked via a form. 5- Would be good to have other fields like Opportunity Stage, it would reveal good information on the data. Once I see those improvements, I will stop using Zapier to feed my Ghseet :) Thanks for making a great platform!!

It would be great if we could pick what we would like to see in an Agent report. For example, I have many clients in a country that does'nt use SMS but instead rely heavily on whatsapp, FB DMs and INsta DMs.