Attribution Report within HighLevel
Key Takeaways
- The Reporting Tab includes a specific report on source and conversion for your system’s attribution.
- This allows you to determine the source of your HighLevel leads.
The Reporting Tab includes a specific report on source and conversion for your system’s attribution. This allows you to determine the source of your HighLevel leads.
Step 1: Accessing The Report
- Navigate to the Reporting section of your HighLevel account.
- From the Reporting menu, choose “Conversion Report” or “Source Report”.
- In the dropdown on the top right, choose whether you want to view ALL data, or just data for Forms, Surveys, or your Calendars.
- Set the date period, and click the refresh button to update the data.
Step 2: Viewing The Report Data
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- Conversion Report
- Reviewing the various boxes of statistics and graphs, you can see the attribution data. From the dollar amount of revenue closed, to the total number of opportunities closed, and more, check out each graph and statistic box.
- Source Report
- This report provides you with data on Referrer with counts and Campaign with counts. You can search through each using the search bar in the top right of the respective box.
- Below that is a list of all your Session Events.
- This list may be filtered, and you may customize the columns display.
- You may also export the data
Check back anytime for the latest data and statistics in HighLevel!
NOTE: If you wish to view reporting metrics for one single day, be sure to check that date as the start and and end date. You must have both selected in order for the stats to appear. The example below shows how you can run reporting for January 1, 2022 by choosing January 1st as the start and end date:
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Matt and his team of 250+ are known for making it easy to win with GoHighLevel. They bundle tools, trainings and team time for a complete solution. You can use them for all your HighLevel needs from white label support to done-for-you fractional marketing services.
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