Create a single live, interactive reporting link that shows a client’s real-time performance across social posts, ads, funnels, and campaigns, designed to be shareable and embeddable anywhere.

This link acts as a living dashboard rather than a static report.

How it should work:

• Each client (or campaign) is assigned a secure live performance link.

• The link opens an interactive dashboard hosted by HighLevel.

• Data updates in real time without manual refreshes or exports.

• The same link can be:

• Embedded inside ClickUp

• Embedded in membership areas

• Shared in emails, WhatsApp, or client portals

• Linked from ads or social bios (view-only mode)

What the live dashboard shows:

• Social media performance

• Posts, Reels, Shorts, TikToks

• Reach, impressions, engagement, views

• Paid ads

• Spend, clicks, CPL, conversions

• Funnels & website data

• Traffic, opt-ins, conversion rates

• Overall performance

• Top-performing content

• Trends over time

• Campaign comparisons

Interactivity:

• Filter by:

• Date range

• Platform (Instagram, Facebook, TikTok, Google, etc.)

• Campaign or funnel

• Click into individual posts, ads, or funnels for deeper insight.

• Toggle between summary and detailed views.

Permissions & control:

• Link permissions can be set as:

• View-only

• Client-safe (no spend visibility)

• Internal full access

• Link can be paused or regenerated at any time.

Why this matters:

• Clients want visibility without logins, exports, or reports.

• Agencies want one link instead of weekly PDFs and screenshots.

• Makes HighLevel the single source of truth for performance.

• Fits modern workflows where reporting lives inside tools like ClickUp.

•Turns analytics into an experience clients can return to, not a one-off document.

This would allow agencies to say:

“Here’s your live performance link, everything updates automatically.”