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25 GoHighLevel report templates for Google Sheets.

Explore interactive samples for sales, appointments, payments, customer accounts, and more. Each report includes its definitions and supporting records.

25 of 25 sample reports

Sales

Business Overview

Sales won, lead totals and customer results.

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Sales

Leads & Sources

Lead volume, recorded sources and linked opportunities.

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Sales

Pipeline & Follow-up

Open pipeline, sales targets and deal details.

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Appointments

Bookings & Attendance

Appointment outcomes and attendance by calendar.

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Sales

Sales & Goals

Actual sales, targets and open pipeline.

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Activity

Daily Follow-up

Overdue tasks, appointments and stalled deals.

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Sales

Team Performance

Sales and win-rate rankings by owner.

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Conversations

Response & Coverage

Response time and unanswered inquiries.

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Payments & invoices

Cash & Invoices

Collections and overdue invoices.

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Sales

Stage Conversion & Bottlenecks

Stage conversion and completed time in stage.

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Sales

Forecast & Changes

Weighted pipeline and changes since the saved cutoff.

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Payments & invoices

Payment Collections

Successful collections, transaction counts and payment types.

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Payments & invoices

Invoice Aging

Open balances, overdue invoices and aging buckets.

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Payments & invoices

Invoice Line Items

Invoice line amounts, quantities and customer detail.

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Recurring revenue

Subscription Overview

Active subscriptions, normalized recurring amounts and interval coverage.

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Recurring revenue

Recurring Revenue Changes

Recorded new, expansion, contraction and churn events.

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Commerce

Order Performance

Completed order totals, order counts and status breakdown.

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Commerce

Product Sales

Sold quantities and line amounts by sale-time product.

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Conversations

Conversation Volume

New conversations, assignment and current unread workload.

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Conversations

Message Activity

Inbound/outbound message volume by date and channel.

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Lead capture

Forms & Surveys

Submissions, unique contacts and linked opportunity coverage.

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Customer accounts

Customer Payments

Customer collections, current balances and linked payment records.

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Customer accounts

Business Accounts

Business-linked contacts and their current opportunities.

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Activity

Tasks & Notes

Current task completion, overdue work and dated note counts.

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Custom reporting

Custom Records

Mapped custom records by status and related customer coverage.

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Real definitions

Read the grain, date basis, exclusions, and required sources behind every sample metric.

Distinct report arrangements

An invoice-aging register and a team leaderboard need different layouts. Each sample follows its own established report design.

Honest source boundaries

Current records cannot manufacture missing history. Previewed functionality and production acceptance are identified separately.

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