GoHighLevel Lead Tracking and KPI Dashboard Expert

GoHighLevel Lead Tracking and KPI Dashboard Expert We are looking for an experienced GoHighLevel expert who can accurately track all our lead sources and build GHL dashboards that show the right marketing and sales KPIs. We need someone who can connect each lead source to the final result. We want to know where each lead came from, what happened to the lead, whether it became a sale, how much revenue it generated, and whether the marketing source was profitable. We have three companies that need this work. We will begin with one company first and move to the other companies based on the results. This is not a one-day assignment. It could develop into a long-term working relationship depending on your knowledge, performance, and hourly rate. Impress us with your skills and expertise—there is always more work available for the right person. What We Need You to Do Audit our current GHL setup. Identify and correct missing or inaccurate lead sources. Properly track leads from all major marketing sources. Connect leads to appointments, opportunities, sales, and revenue. Build clear marketing and sales KPI dashboards inside GHL. Test the tracking and confirm that the numbers are accurate. Recommend additional KPIs we should be tracking. Create clear instructions for our team. Train our team to use and maintain GHL properly after the issues have been corrected. Lead Sources We Need to Track These include: Google Ads Local Services Ads Google Business Profile Organic Google search Website forms Inbound phone calls Social media Referrals Repeat customers Manually entered leads Other lead sources Required GHL Knowledge You must know how to properly create, organize, and use: Contact custom fields Opportunity custom fields Custom values Tags Workflows Forms and calendars Pipelines and opportunity stages Lead-source and attribution fields Phone and call tracking GHL dashboards and reporting You must understand when to use a custom field, custom value, tag, workflow, or opportunity field. You should also be able to review our existing setup, remove unnecessary duplication, and create a clear naming structure our team can maintain. KPIs We Want For each important lead source, we want to track: Total leads Qualified leads Appointments booked Estimates or proposals sent Total sales Close rate Total revenue Average sale amount Advertising spend Cost per lead Cost per sale Customer acquisition cost Return on investment Return on ad spend Lost opportunities For example, the Google Ads dashboard should show: Total Google Ads spend Total Google Ads leads Cost per Google Ads lead Total qualified Google Ads leads Total appointments from Google Ads Total sales from Google Ads Google Ads close rate Total revenue from Google Ads Cost to acquire a Google Ads customer Google Ads ROI Google Ads return on ad spend We want similar reporting for our other important lead sources. We also expect you to recommend important KPIs we may not currently know we should be tracking. Team Training Once the tracking issues have been corrected and the dashboards are complete, you will train our team on how to use GHL properly. Training should include: How lead sources are captured How custom fields, custom values, and tags are used How contacts and opportunities should be updated How to move opportunities through the pipeline How to record sales and revenue correctly How to use and understand the KPI dashboards What information employees are responsible for entering How to avoid damaging or weakening the tracking system How to identify missing or inaccurate information The goal is to ensure that our team can continue using and maintaining the system correctly after your work is completed. Project Deliverables The completed project should include: Audit of our existing GHL tracking Correct tracking for all major lead sources Properly organized custom fields, custom values, tags, and workflows Connection between lead sources, opportunities, sales, and revenue Marketing and sales KPI dashboards inside GHL Testing to confirm the tracking and numbers are accurate Written instructions for our team Live team training Recorded training or system walkthrough Explanation of any GHL tracking or reporting limitations Additional Future Work Experience building KPI dashboards and reports in Google Sheets is not required for the initial GHL project, but it is a strong advantage. If you can build additional KPIs and reports in Google Sheets that GHL cannot provide, there may be more work available in the future. You should be able to explain: Which KPIs GHL can provide accurately Which KPIs GHL cannot provide What additional information would be needed How you would build the missing reports in Google Sheets How you would verify that the information is accurate Required Experience You must have strong, hands-on experience with: GHL lead-source tracking Contacts and opportunities Custom fields and custom values Tags and workflows Pipelines and sales stages Forms, calendars, and phone tracking Google Ads attribution Marketing and sales KPI dashboards Revenue and ROI reporting Testing and verifying tracking accuracy Training employees to use GHL correctly We are not looking for someone who only builds funnels, websites, or basic workflows. We need someone who understands lead attribution, custom data organization, sales tracking, KPIs, dashboards, and business reporting. Practical Interview Our interviews are practical and focused on proven GHL knowledge. If you have GHL tracking or dashboard work you can share, you should be prepared to share your screen and explain: What you personally built Which lead sources you tracked How you used custom fields, custom values, and tags How you connected leads to sales and revenue Which KPIs you created How you tested the tracking How you confirmed the dashboard numbers were accurate How the business used the information You may hide client names and confidential information. If you do not have anything you can share because of client confidentiality or another valid reason, we will share our screen and show you our current GHL setup. You will be asked to review it, identify potential tracking or reporting problems, and explain what you would improve. We are not expecting you to complete unpaid work during the interview. We want to evaluate your GHL knowledge, how you think, what you notice, and whether you can guide us in the right direction.