Monitor the sales picture
Review closing and strategy-call data in one workspace. See appointment activity and sales outcomes together instead of treating each total as a separate report.
Sales Performance Dashboard
A connected view of sales appointments and outcomes, designed for team performance reviews.
DESIGNED & BUILT BY
Dave Van Larcena · GoHighLevel automation specialist
01 / THE REPORTING NEEDA clearer picture.
A clearer picture.
The evidence behind it.
Bring closing-call and strategy-call reporting together so the team can inspect both the overall sales picture and the records behind it.
A custom GHL reporting workspace surfaces booked calls, show rates, cancellations, no-shows, and won outcomes. Contact and opportunity drawers keep the underlying evidence connected to the overview.
Built for a better-informed team review.
How the dashboard supports monitoring and evaluation.
Investigate missed opportunities
Inspect the records behind cancellations, no-shows, and other outcomes. Managers can use those records to understand what needs attention.
Ground reviews in CRM evidence
Clickable metrics lead to contact and opportunity drawers, with direct links into GHL. A performance conversation can move from a headline number to its supporting records.
A simple review flow
- Set the date range for the review.
- Compare appointment activity and outcomes.
- Drill into contacts or opportunities to investigate.
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]
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