Getting Started & General

Build an Automated Marketing Scorecard in GoHighLevel

Name: Did You Know You Can Build a Marketing Scorecard in HighLevel
Uploaded: 2025-12-11
Duration: 3 min 44 s
Description: GoHighLevel's Custom Reports section lets you assemble a live marketing scorecard from appointment data, contact metrics, email performance, ad spend, and payment activity. Once built, you schedule it to email clients automatically on whatever cadence you choose, so clients always have current numbers without chasing you for updates.

GoHighLevel's Custom Reports section lets you assemble a live marketing scorecard from appointment data, contact metrics, email performance, ad spend, and payment activity. Once built, you schedule it to email clients automatically on whatever cadence you choose, so clients always have current numbers without chasing you for updates.

2026年6月2日に更新

3:44

概要. GoHighLevel Custom Reports allow agencies to create branded marketing scorecards that pull live data across contacts, appointments, revenue, and ad channels. Reports can include trend charts, custom formulas like conversion rate, and data from Meta Ads and other connected sources. Scheduled delivery means clients receive regular updates automatically, which builds trust and reduces back-and-forth communication.

よくある質問

Where do I create a custom marketing scorecard in GoHighLevel?

Go to Reporting > Custom Reports inside the sub-account, then create a new report.

Can I schedule reports to send automatically to clients?

Yes. Set a frequency (weekly, monthly, etc.) and the report emails on that schedule.

Can I add custom formulas to a GoHighLevel custom report?

Yes. Use the custom metrics option to write formulas like leads divided by appointments.

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