KPI Tracking System Setup in GoHighLevel (GHL)

Posted 4 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We are looking for an experienced GoHighLevel (GHL) specialist to build a KPI tracking and reporting system for our sales team. Our goal is to gain clear visibility into sales performance, lead management, and team activity through a centralized dashboard that provides actionable insights and improves accountability. The ideal candidate has extensive experience with GHL reporting, custom dashboards, pipelines, automations, opportunities, and integrations. Project Scope You will be responsible for designing, building, and implementing a KPI tracking system inside GoHighLevel that allows leadership to monitor sales performance in real time. KPIs We Need Tracked - Pipeline Performance - Time leads spend in each pipeline stage - Average days from lead creation to contract - Bottlenecks within the sales process - Lead aging reports - Contracts & Revenue - Number of contracts sent - Number of contracts signed - Contract conversion rate - Total dollar amount of signed contracts - Revenue reporting by salesperson - Phone Activity - Total talk time per salesperson - Average talk time per call - Calls made - Calls received - Missed calls - Sales Team Performance - Activities completed by salesperson - Opportunities created - Opportunities won/lost - Close rate - Performance comparisons between team members Deliverables - Fully functioning KPI dashboard inside GHL or a Google Spreadsheet - Automated reporting system - Custom fields and tracking setup as needed - Pipeline stage duration tracking - Contract and revenue tracking implementation - Phone performance reporting - Documentation or walkthrough video explaining the setup - Recommendations for improving KPI visibility and reporting Required Experience Please apply only if you have: - Strong GoHighLevel experience - Experience building custom KPI dashboards - Knowledge of GHL Opportunities/Pipelines - Experience tracking sales performance metrics - Familiarity with call reporting and phone activity tracking - Experience integrating third-party reporting tools (if needed)

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $30.00

    -

    $40.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Customer Relationship Management
Nice-to-have skills
Customer Service
Phone Communication
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:3 weeks ago
  • Hires:
    1
  • Interviewing:
    2
  • Invites sent:
    1
  • Unanswered invites:
    0
About the client
Member since Feb 21, 2025
  • United States
    Castle Rock3:25 AM
  • $13K total spent
    24 hires, 9 active
  • 341 hours
  • Real Estate
    Small company (2-9 people)

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