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CUSTOM DASHBOARD / CASE STUDY

Lead Source Dashboard

Lead-source reporting that connects channel performance to the actual contacts behind it.

DESIGNED & BUILT BY

Dave Van Larcena · GoHighLevel automation specialist

01 / THE REPORTING NEED

A clearer picture.
The evidence behind it.

Understand where leads come from and evaluate source performance with contact-level evidence, alongside the wider team reporting picture.

A custom dashboard compares organic and inorganic lead sources. Clickable source metrics reveal their associated contacts and link directly to the original GHL records.

02 / MONITOR & EVALUATE

Built for a better-informed team review.

How the dashboard supports monitoring and evaluation.

01

Compare channels clearly

Bring organic and inorganic lead sources into one reporting view. This gives the team context for reviewing the leads reaching the business.

02

Inspect lead quality

Open the contacts behind source totals and review their records in GHL. A source can be investigated beyond its headline volume.

03

Inform the next decision

Source-level reporting and contact evidence support discussions about marketing effort, budget, and follow-up.

A simple review flow

  1. Compare organic and inorganic sources.
  2. Open a source metric to inspect its contacts.
  3. Review GHL records to inform follow-up and source evaluation.
03 / INSIDE THE DASHBOARD

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]

YOUR TEAM. YOUR REPORTING.

Need a clearer view of your team’s performance?

Let’s build a dashboard around the decisions your team needs to make.

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