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Dashboard Analytics ​

Reporting w GHL tracks performance ACROSS marketing, sales, automation. Data-driven = better decisions.

Accessing Dashboards ​

Dashboards → Overview

Views:

  • Agency-Level: Aggregate ACROSS ALL sub-accounts
  • Sub-Account Level: Specific client/business

Date Range: Customize (last 7 days, 30 days, custom range).

Key Dashboards ​

1. Overview Dashboard ​

Default landing page.

Widgets:

Total Contacts: Count OF contacts IN CRM.

New Contacts (Period): Growth rate.

Opportunities (Pipeline):

  • Total opportunities
  • Value ($)
  • Conversion rates BY stage

Appointments:

  • Booked
  • Completed
  • Canceled
  • No-shows

Revenue: From opportunities marked "Won".

Tasks: Open vs completed.

2. Contacts Dashboard ​

Metrics:

Growth: New vs lost contacts.

Sources: WHERE contacts come FROM:

  • Forms
  • Manual entry
  • Imports
  • Integrations

Tags: Most-used tags (segment insights).

Engagement: Email opens, SMS replies, calls.

List Health:

  • Active vs inactive
  • Bounced emails
  • Unsubscribes

3. Campaigns Dashboard ​

Email Campaigns:

  • Sent
  • Delivered
  • Open rate (%)
  • Click-through rate (%)
  • Bounces
  • Unsubscribes

SMS Campaigns:

  • Sent
  • Delivered
  • Reply rate (%)
  • Opt-outs

Comparison: Campaign א vs B (which performed better).

4. Opportunities Dashboard ​

Pipeline View:

Visual funnel:

New Lead (50) → Qualified (30) → Proposal (15) → Won (10)

Metrics:

  • Conversion rates BY stage
  • Average time IN stage
  • Value BY stage
  • Win rate (%)
  • Lost opportunities reasons

Sales Team Performance:

  • Opportunities BY user
  • Revenue BY user
  • Avg deal size

5. Appointments Dashboard ​

Bookings:

  • Total booked
  • BY calendar
  • BY user

Outcomes:

  • Completed (%)
  • Canceled (%)
  • No-shows (%)

Time Analysis:

  • Most popular booking times
  • Days

Optimization Insight: High no-shows? → Improve reminder workflows.

6. Automation Dashboard ​

Workflow Performance:

FOR EACH workflow:

  • Contacts enrolled
  • Contacts active
  • Contacts completed
  • Goal achievement rate (IF goal set)

Email/SMS Engagement:

  • Opens FROM workflows
  • Clicks
  • Replies

Drop-Off Points: WHERE contacts stop engaging (identify weak steps).

7. Website/Funnel Analytics ​

Page Performance:

  • Views
  • Unique visitors
  • Bounce rate (%)
  • Av avg session duration

Conversion Funnel:

Landing Page View (100) → Form View (50) → Form Submit (20) = 20% conversion

Traffic Sources:

  • Direct
  • Referral
  • Social
  • Organic search
  • Paid ads (IF tracking configured)

Custom Reports ​

Creating Custom Report ​

Dashboards → Create Custom Dashboard

Widgets Available:

  • Contacts (various metrics)
  • Campaigns (email, SMS)
  • Opportunities
  • Tasks
  • Forms
  • Appointments
  • Revenue

Drag & Drop: Arrange widgets AS needed.

Use Cases:

  • Executive summary (high-level)
  • Sales team leaderboard
  • Marketing ROI report
  • Client-facing dashboards

Key Metrics να Track ​

Marketing ​

Lead Generation:

  • New contacts/month
  • Cost PER lead (IF running ads)
  • Lead source breakdown

Engagement:

  • Email open rate: Target 20-30%
  • Email click rate: Target 2-5%
  • SMS reply rate: Target 15-30%

Campaign ROI:

ROI = (Revenue FROM campaign - Cost) / Cost × 100

Sales ​

Pipeline Velocity: How quickly opportunities move THROUGH stages.

Faster = better (less stalling).

Win Rate:

Wins / Total Opportunities × 100

Industry avg: 15-30%.

Average Deal Size:

Total Revenue / Number OF Wins

Sales Cycle Length: Avg days FROM lead → customer.

Shorter = more efficient.

Operations ​

Task Completion Rate:

Completed Tasks / Total Tasks × 100

Low = team overloaded OR poor prioritization.

Appointment Show Rate:

Completed / Booked × 100

Target: 70-80%.

Low? Improve reminders.

Workflow Efficiency:

Goal Achieved / Enrolled × 100

Sharing Reports ​

Schedule Email Reports ​

Dashboards → Schedule Report

Configure:

  • Recipients (team, clients)
  • Frequency (daily, weekly, monthly)
  • Date range
  • Included dashboards

Benefit: Automatic transparency - NO manual reporting!

Export Data ​

Dashboards → Export → CSV/PDF

Share externally OR analyze IN Excel/Google Sheets.

Optimization Based ON Data ​

Low Email Open Rates? ​

Test:

  • Subject lines (A/B test)
  • Send timing (mornings vs afternoons)
  • Sender name
  • List hygiene (remove inactives)

High Opportunity Drop-Off? ​

Investigate:

  • WHICH stage drops most?
  • Too long w stage? (follow-up issue)
  • Pricing objections? (proposal stage)

Action: Targeted workflows FOR each stage.

No-Show Appointments High? ​

Solutions:

  • More reminders (24hr + 1hr)
  • SMS instead OF email
  • Confirmation requests ("Reply YES")
  • Incentive ("$50 OFF IF you attend")

Best Practices ​

✅ Review Weekly: Dashboards NOT static - monitor trends.

✅ Set Benchmarks: Know YOUR normal (then spot anomalies).

✅ Act ON Insights: Data WITHOUT action = waste.

✅ Share με Team: Transparency drives accountability.

❌ Vanity Metrics: Tracking 10,000 contacts means nothing IF NO revenue.

Troubleshooting ​

Problem: Data NOT updating

  • Refresh browser
  • Check date range (custom range selected?)
  • Integration sync issues (reconnect IF external data)

Problem: Metrics seem wrong

  • Verify filters applied (accidentally filtering OUT data)
  • Check timezone settings
  • Duplicates IN contacts (clean CRM)

Problem: Can't find specific metric

  • Create custom dashboard με desired widget
  • Export data → analyze externally

Podsumowanie ​

Dashboards = pulse OF business. Regular monitoring + optimization based ON data = growth.

Key points:

  • Multiple dashboards (contacts, campaigns, opportunities, workflows)
  • Key metrics: open rates, conversion rates, revenue
  • Custom dashboards FOR specific needs
  • Schedule automated email reports
  • Act ON insights (data → decisions)

Next tutorial (#92): Custom reporting zaawansowane.