Use HighLevel CRM connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Sales
Live opportunities, win rate, and pipeline value for weekly pipeline reviews.
Lost deals by reason for coaching and offer improvements.
Marketing & finance
New contacts and SMS/email sent for campaign retros.
Monthly revenue and subscription revenue for finance dashboards.
Finance
Average Transaction Value - Average amount per completed payment transaction. Sync daily or weekly for trends.
Monthly Revenue - Sum of all payment transactions for the current calendar month. Sync daily or weekly for trends.
One-Time Payment Revenue - Revenue from single, non-recurring transactions. Sync daily or weekly for trends.
Subscription Revenue - Revenue from recurring subscription payments. Sync daily or weekly for trends.
Total Revenue - Sum of all payment transactions from all sources. Sync daily or weekly for trends.
Marketing
Active Contacts - Number of contacts who have had recent activity or engagement. Sync daily or weekly for trends.
Email Sent - Total count of emails sent through The Momentum Engine. Sync daily or weekly for trends.
New Contacts This Month - Number of new contacts added this month. Sync daily or weekly for trends.
Response Rate - Percentage of conversation threads that received a response. Sync weekly or monthly for trends.
SMS Sent - Total count of SMS text messages sent. Sync daily or weekly for trends.
Total Contacts - Total number of contacts in your database. Sync daily or weekly for trends.
Next steps
Connect: Setup & usage
Pick metrics: Data points