New leads
Record grain: contact
Date basis: Contact created date
Rules: Validated lead definition; contacts without it use New contacts
Sales · Google Sheets sample
GoHighLevel Business Overview report template
A working overview for an agency owner reviewing sales outcomes, lead intake, attended appointments, and overdue work together. Use it to decide which underlying report deserves attention next.
Business Overview
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
New leads8Contact created date
Recorded sales won$4,450.002 won deals
Appointments attended3Appointment start date
Overdue follow-ups2As of latest refresh
Sales won over time
ActualPrevious period
2026-10-01–2026-10-13 · Daily · Outcome date · comparison 2026-09-01–2026-09-13
View chart data
| Group | Value | Previous period |
|---|---|---|
| 2026-10-01 | $0.00 | $0.00 |
| 2026-10-02 | $0.00 | $0.00 |
| 2026-10-03 | $0.00 | $0.00 |
| 2026-10-04 | $1,700.00 | $0.00 |
| 2026-10-05 | $0.00 | $0.00 |
| 2026-10-06 | $0.00 | $0.00 |
| 2026-10-07 | $2,750.00 | $0.00 |
| 2026-10-08 | $0.00 | $0.00 |
| 2026-10-09 | $0.00 | $0.00 |
| 2026-10-10 | $0.00 | $4,150.00 |
| 2026-10-11 | $0.00 | $0.00 |
| 2026-10-12 | $0.00 | $0.00 |
| 2026-10-13 | $0.00 | $0.00 |
Top 5 customers by sales won
View chart data
| Group | Value |
|---|---|
| Ethan Brooks | $2,750.00 |
| Ava Wilson | $1,700.00 |
| Customer / deal | Reason | Responsible person | Relevant date |
|---|---|---|---|
| Olivia Bennett | Overdue task | Alex Morgan | 2026-10-08 |
| Noah Davis | Overdue task | Jamie Chen | 2026-10-09 |
| Liam Carter | Task due today | Alex Morgan | 2026-10-13 |
| Mia Patel | Task due today | Jamie Chen | 2026-10-13 |
| Ethan Brooks | Task due today | Sam Rivera | 2026-10-13 |
| Liam Carter | Stage age exceeds 14 days | Alex Morgan | 2026-09-15 |
| Olivia Bennett | Stage age exceeds 14 days | Alex Morgan | 2026-09-15 |
| Ava Wilson | Attendance not recorded | Sam Rivera | 2026-10-04 |
| Sophia Lee | Attendance not recorded | Alex Morgan | 2026-10-08 |
What the metrics mean
Recorded sales won
Record grain: opportunity
Date basis: Latest qualifying status timestamp
Rules: Won only; reopened deals move historical results; missing values and other currencies excluded from sum
Appointments attended
Record grain: appointment occurrence
Date basis: Appointment start date
Rules: Validated Attended status
Overdue follow-ups
Record grain: task
Date basis: As of latest refresh
Rules: Incomplete tasks with due day before local today
Required data and boundaries
- Contacts
- Opportunities
- Appointments and calendar scope
- Contact tasks
The sample combines a sales trend with top-customer ranking. Its operational counters remain separate facts; it does not label won deals as accounting revenue.
Latest-status basis: reopened deals can change historical won/lost results. Fixed historical outcomes require validated event history. Recorded sales won is deal value, not collected revenue.
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