Business accounts
Record grain: business
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Customer accounts · Google Sheets sample
GoHighLevel Business Accounts report template
Review business-linked contacts and the opportunities connected through those contacts. This account view highlights the difference between a known relationship and a familiar company name.
Business Accounts
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
Business accounts3As of latest refresh
Contacts linked to a business6As of latest refresh
Open business-linked deals6As of latest refresh
Open business-linked value$9,950.00As of latest refresh
Open deal value by business
View chart data
| Group | Value |
|---|---|
| Oak Street Studio | $3,050.00 |
| Riverfront Clinic | $6,900.00 |
| Westside Services | $0.00 |
Contacts by business
View chart data
| Group | Value |
|---|---|
| Oak Street Studio | 2 |
| Riverfront Clinic | 2 |
| Westside Services | 2 |
| Business | Linked contacts | Open deals |
|---|---|---|
| Oak Street Studio | 2 | 2 |
| Riverfront Clinic | 2 | 3 |
| Westside Services | 2 | 1 |
What the metrics mean
Contacts linked to a business
Record grain: contact
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Open business-linked deals
Record grain: opportunity
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Open business-linked value
Record grain: opportunity
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Required data and boundaries
- Explicit business relationships
- Contacts
- Opportunities
Business links use explicit source relationships. Company-name similarity is not treated as a validated association, and unlinked records remain disclosed.
6 contacts lack a verified business match. Company-name text is never used as a join key. Contact owner filters select linked business accounts and their eligible child facts; no business-owner field is assumed.
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