Did You Know You Can Build a Marketing Scorecard in HighLevel
Prove ROI instantly and keep clients in the loop automatically
Great client relationships can quickly turn shaky when communication isn’t backed by data. After a couple of weeks into a campaign, most clients ask the big question: “How’s it going?” If your answer is something like “It’s going great,” you’re not building trust - you’re stalling it.
What clients really want is visibility. They want to see how many leads came in, how much revenue was generated, and whether their investment is paying off. Without that clarity, they’re left chasing updates - and you’re left answering unnecessary emails.
HighLevel marketing scorecards give instant answers
With HighLevel’s custom reporting, you can build an automated marketing scorecard in just a few minutes. These reports deliver exactly what your clients need: clear, trackable metrics tied to real outcomes all in one place.
You can include:
Number of leads
Appointments booked
Revenue and ROI
Conversion rates and trends
Even better? You can automate these reports to go out on a schedule - weekly, monthly or whenever makes sense - so clients stay informed without needing to ask.
How to build a custom report in HighLevel
Creating a scorecard is simple:
1️⃣ Head to the Reporting tab in your HighLevel account
2️⃣ Click Custom Reports
3️⃣ Choose the metrics that matter - contacts, appointments, payments, ad performance and more
4️⃣ Add custom formulas like conversion rates or lead value
5️⃣ Set a delivery schedule so your clients receive updates automatically
This works beautifully across industries, from local services to clinics to online coaches. For example, a weight loss clinic might want to see appointment trends, cancellations and show-up rates at a glance.
Turn data into insights… and better campaigns
Scorecards don’t just look good, they help your agency spot patterns and improve performance. For instance, seeing a spike in cancellations on certain days might prompt operational changes. You and your client get aligned with shared visibility into what’s working and what’s not.
Scale client transparency with ease
Once you build a scorecard, you can duplicate and adapt it for every client in your roster. That means less manual work, more consistent communication and scalable reporting that grows with your agency.
Clients appreciate the proactive updates, and you get to highlight your value consistently - no meetings or emails required.
Boost retention with automated reporting
HighLevel marketing scorecards create trust through transparency. By delivering real-time performance data, you keep clients engaged, reduce churn and show the clear ROI of your services.
No more vague check-ins. Just solid data, delivered automatically.
Login or start a free trial today to try it for yourself!
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