Free for HighLevel agencies and businesses
25 free HighLevel report templates, in Google Sheets.
Pipeline, lead sources, bookings, goals, team and invoices. Open them now with sample data. No signup.
Want them on your own HighLevel data? Get early access.
You're on the early-access list.
We'll email you as soon as access opens, before we open to everyone.
- 1When we open: your access link arrives by email.
- 2Setup: connect HighLevel and Google, then pick your first reports.
- 3Right now: click around the sample dashboards. No login needed.
6 of the 25 templates
Connects to
Facebook Ads
Google Ads
LinkedIn Ads
CallRail
Stripe
QuickBooks
Everything happens inside Google Sheets
Four jobs your CRM makes hard.
One spreadsheet that makes them easy.
No exports, no switching tabs, no copying rows back by hand.
Your HighLevel data, live in a sheet
Pick the records, fields and filters you need. Your sheet refreshes on a schedule, so it never goes stale.
- 12 record types: contacts, opportunities, appointments, invoices, payments and more
- Contacts and opportunities sync both ways
Product preview with sample data.
Reports, ready-made
Start from 25 report templates with defined metrics and the records behind every number. More are added from customer feedback.
- Pipeline, lead sources, bookings, goals, team performance, invoices
- Explore every sample today, no signup needed
Product preview with sample data.
See which ads actually booked appointments
Connect Facebook, Google and LinkedIn Ads, CallRail, Stripe or QuickBooks. Campaigns, calls and invoices are joined to your HighLevel contacts by recorded IDs.
- No VLOOKUPs, no #N/A
- More integrations every month, from customer feedback
Product preview with sample data.
Follow up with the right leads, in bulk
Build the list in your sheet, then tag those contacts or start a HighLevel workflow, all at once.
- Every change is reviewed before it reaches your CRM
- Edit records in bulk and push the changes back
Product preview with sample data.
90 seconds
See it end to end
What happens next
Join now, start the day we open
Your work email is all we need. It takes ten seconds.
We email you as soon as access opens, before we open to everyone.
Connect HighLevel and Google, pick your reports, and your sheet fills itself.
Questions
Good to know
When can I start using it?
We're opening in the coming weeks. Everyone with early access gets their access link first, by email.
What will it cost?
Usage-based: 250 record transfers a month are included, then from $0.015 per record, cheaper at volume. Early access is free.
Is my CRM data safe?
Nothing changes in your CRM without your review. Every update shows the old and new values before you confirm it.
Does it work with a white-labelled HighLevel account?
Yes. It's built for HighLevel, including agency white-label setups.
Do I need to install anything?
It runs inside Google Sheets. You connect your HighLevel account and a Google account, then choose what to bring in.
Your CRM and your spreadsheet, in sync.
Get early access. Launching in the coming weeks.