Evaluate the right activity
Reporting follows the user assigned to the appointment or event, rather than assuming ownership from the calendar. Managers can review individual activity with that attribution in mind.
Individual Performance Dashboard
A personal view of sales activity, with the records behind every metric within reach.
DESIGNED & BUILT BY
Dave Van Larcena · GoHighLevel automation specialist
01 / THE REPORTING NEEDA clearer picture.
A clearer picture.
The evidence behind it.
Give each person a clear view of their own performance while keeping reporting fair when several users work in the same pipeline.
A custom dashboard inside GHL brings booked calls, attended calls, upcoming calls, cancellations, no-shows, and successful outcomes into one date-filtered view.
Built for a better-informed team review.
How the dashboard supports monitoring and evaluation.
Review a specific period
Date filtering keeps a performance review focused on the selected reporting window, with booked, attended, and missed calls shown together.
Move from totals to evidence
Clickable KPI drawers expose the contacts behind a number. Review outcomes and open the original GHL record when a metric needs investigation.
A simple review flow
- Choose the reporting period.
- Review the user’s appointments and outcomes.
- Open a KPI to inspect the underlying contacts.
Explore the actual screens.
Choose a screen below. Zoom in to inspect the interface or open the original image.
04 / OUTCOMES
Measured results.
The dashboard connects summary reporting with the CRM evidence behind it. Verified outcome data will be added here when available.
[RESULT TO ADD: verified client feedback, review time saved, or reporting adoption]
Need a clearer view of your team’s performance?
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