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
Sales · Google Sheets sample
GoHighLevel Sales & Goals report template
Compare recorded won sales with goals you actually configured. Use the monthly actual-versus-target columns and current open-pipeline bars for a grounded performance review.
Sales & Goals
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
Recorded sales won$4,450.002 won deals
Sales goal$10,000.002026-10 · configured goal
Goal achieved44.5%2026-10 goal; 2026-10-01–2026-10-13 actual
Remaining to goal$5,550.002026-10 · target minus actual
Sales won vs target
ActualTarget
View chart data
| Group | Value | Actual | Target |
|---|---|---|---|
| 2026-10 | $4,450.00 | $4,450.00 | $10,000.00 |
Open pipeline by stage
Current stage distribution · as of latest refresh
View chart data
| Group | Value |
|---|---|
| Discovery | $4,800.00 |
| Qualified | $6,900.00 |
| Proposal | $0.00 |
| Negotiation | $10,350.00 |
| Owner | Won deals | Recorded sales won | Goal | Attainment | Remaining gap |
|---|---|---|---|---|---|
| Alex Morgan | 0 | $0 | $4,000 | 0% | $4,000 |
| Jamie Chen | 0 | $0 | $3,000 | 0% | $3,000 |
| Sam Rivera | 2 | $4,450 | $3,000 | 148.3% | $0 |
What the metrics mean
Sales goal
Record grain: goal period
Date basis: Monthly target period
Rules: Configured unit/currency matches actual
Goal achieved
Record grain: opportunity + configured goal
Date basis: Outcome date in goal month
Rules: Actual / goal; not clamped at 100%
Remaining to goal
Record grain: opportunity + configured goal
Date basis: Outcome date in goal month
Rules: max(goal - actual, 0); excess separate
Required data and boundaries
- Opportunities
Goals have a period, unit, and currency. A missing or incompatible goal is not a zero target; collected cash is measured by payment reports.
Targets apply to the full goal month. Actuals use the selected outcome dates. Open pipeline is as of the latest refresh.
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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