This document will provide you with a summary and recommendations of what you can create from this native integration. Due to the number of metrics, dimensions, date types, and custom fields that Go High Level has, we will only list a few examples of possible analyses that you can perform.
Using Go High Level (GHL) Integration with Master Metrics, you will be able to:
Create visual dashboards with your GHL data and answer questions such as:
How many leads were created per month and assigned to a specific representative?
What was the conversion rate by acquisition source per month over the last year?
What is the conversion rate for each stage of the sales funnel?
What is the performance per representative: assigned leads, conversion rates, closings, and more?
Are my Facebook ads generating more qualified leads than YouTube ads?
Add data from other sources to your dashboards, such as Meta Ads, Google Ads, LinkedIn, TikTok, etc.
Schedule data exports from GHL to Google Sheets automatically.
Create custom metrics to calculate the cost for each stage of the funnel for each advertising campaign in real time.
Dashboards
1) Metrics
You can add high-level KPIs using tiles:
When adding a new tile, you can choose:
Date: this week, this month, a custom date, or the period you wish to analyze.
Specific metric: count Contacts, count Companies, count Opportunities, and add up the Value of Opportunities.
Date type:
For each of the objects (Contacts, Companies, and Opportunities), you can work with their standard dates as well as their custom dates. For example:
For Contacts, you can work with standard dates such as Creation, Update, Last Activity, etc., and with the custom dates you have created for this object in your GHL account.
Similarly, for Opportunities, you will have standard dates such as Creation, Closing, Last Status Change, Update, etc., along with your custom dates.
Keep in mind that the Date Type field is extremely important in the analyses you perform. Consider that analyzing “How many leads created last month reached the proposal sent stage?” is not the same as analyzing “How many leads reached the proposal sent stage last month?”
This is how you should create the different cards:
How many leads created last month reached the proposal sent stage?
Deadline: last month.
Metric: counting leads
Date type: Creation.
Filter: custom field or tag that is complete for those leads that reached “proposal sent.”
How many leads reached the proposed instance sent during the past month?
Deadline: last month.
Metric: counting leads
Date type: custom field for “Proposal sent date.”
Filter: empty.
Filters:
For each object (Contacts, Companies, and Opportunities), you can choose their standard dimensions as well as their custom fields.
2) Bar/line/column charts
When creating a new chart, you can choose:
Date: this week, this month, a custom date, or any period you choose.
Grouping dates into columns: by day, week, month, quarter, or year.
Specific metrics: count Leads, count Opportunities, Opportunity Value, and count Companies.
Date type: same as on cards.
How to split metrics in the chart:
Leads: for any text field or custom option within GHL.
Opportunities: by any text field or custom lead option, by opportunity status, etc.
Companies: for any standard text field.
Filters: same as in Tiles.
Examples:
Opportunities created per user grouped by month this year.
Meetings per user grouped by week over the last 90 days.
Opportunities earned per user per month.
3) Pie charts
When creating a pie chart, you can choose:
Date: this week, this month, custom date, etc.
Specific metrics: count Leads, count Opportunities, Opportunity Value, and count Companies.
Date type: same as in Tiles.
How to split metrics in the chart: same as in bar/column charts.
Filters: same as in Tiles.
Example: Opportunities created by state.
4) Tables
The tables allow you to add multiple metrics (from multiple sources) to the same table.
When creating a table, you can choose:
Date: this week, this month, custom date, etc.
Grouping dates into columns: by day, week, month, quarter, or year.
Metrics: as many as you want. For GHL: count Leads, count Opportunities, Opportunity Value, and count Companies. But remember that you can include metrics such as Investment in Google/Meta Ads, Leads from Google/Meta, GA4 Sessions, Leads from GA4, and anything else you can think of.
Date type: same as in Tiles.
Filters: same as in Tiles.
5) Power Tables and exporting to Google Sheets
When creating a Power Table, you can choose metrics and divide them into rows and columns:
Date, metrics, and date type: same as in normal tables.
How to split metrics into rows and columns:
Leads: for any text field or custom option within GHL.
Opportunities: by any text field or custom lead option, by opportunity status, etc.
Companies: for any standard text field.
Filters: same as in Tables.
Then, you can automatically export the Power Table to Google Sheets using our extension.
6) Using calculated metrics to calculate conversion rates and more
Within Custom Metrics, you can create calculated metrics:
Example: Conversion rate from Opportunities created to Opportunities won
To calculate how many opportunities created were actually closed as won, you can create the following formula:
Click Add Metric, choose GHL as the source, then Count Opportunities, then Creation Date, filter by Status=Won, and click Add.
Add “/” and click Add Metric again.
Select GHL Source, then Count Opportunities, then creation date, and click Add.
You can create metrics to calculate conversion rates by assigned user, acquisition source, or any GHL data using filters from the custom and standard metrics available in your GHL account.
Once created, you can add them to Widgets (Tiles, Tables, Charts, etc.) by selecting Custom Metrics in the “Metrics Family” field.
Summary Dashboard
The Summary module allows you to view information from multiple advertising accounts in a unified table, eliminating the need to navigate through multiple reports or advertising platforms.
1. By Client: each row includes the advertising accounts for each client. This way, you will find your clients in the rows and you can include metrics from advertising platforms, analytics tools such as GA4, e-commerce, and CRMs such as Go High Level in the columns. You can also add custom fields, as if it were an Excel spreadsheet fed in real time by data from your campaigns.
2. By Campaign: similarly, only at the row level, you will be able to see all the campaigns for all the clients you want.
Adding GHL data to your Campaign Overview table will allow you to answer questions such as:
How many qualified leads does a specific Meta campaign generate?
How many proposals were sent this month from each Google campaign?
How many sales from each LinkedIn campaign?
What is the cost per stage of the funnel per campaign or advertising account?
Adding GHL data to your Campaign Client table will enable you to answer questions such as:
How many qualified leads did each client generate this month?
How many proposals were sent this month per client of your agency?
What is the cost per stage of the funnel for each customer?
Summary Dashboard by Customer
For each client, you can choose GHL as the source. So, if you have more than one client with a GHL account, you must include the GHL account used by each of your agency's clients.
Then go to create a custom metric.
CRM: include Go High Level as an option.
Then, at the CELDA level in the table, clicking on it opens a module.
Metrics:
1. Count contacts
2. Count companies
3. Count opportunities
4. Add opportunities
Date type: you can choose between the standard date fields for each object and the custom date fields for each object. This is the date we will use to filter against the date range in the overview table.
Filters: You can choose between the standard and custom fields for each object.
Summary Dashboard by Campaign:
In the summary table settings, you should include ONLY one GHL account. If you want to view information by campaign for multiple clients, we recommend creating a summary table by campaign for one client and then duplicating and editing it for the other clients.
The metrics, date types, and filters are the same as in the table by client.
In short, the Master Metrics + Go High Level integration allows you to transform your CRM data into visual, actionable dashboards that are ready to optimize both lead management and advertising investment.
If you’re ready to start leveraging this integration and take your data analysis to the next level, you can:
Try Master Metrics for free and connect your Go High Level account in minutes.
Book a call with our team to get help or ask any questions.
Message us on WhatsApp if you need support or want guidance through the setup process.
Turn your data into faster, smarter decisions with Master Metrics + Go High Level CRM.