HighLevel Agent Reporting: Track Staff Performance

HighLevel's Agent Reporting shows you exactly how your team is performing — opportunities created, conversions, messages sent, and more.

Accessing Agent Reporting

1. Go to Reporting in the left sidebar
2. Select Agent Reporting at the top

How to Generate a Report

1. Select the staff member(s) you want to analyze
2. Set your date range
3. Click Fetch to retrieve the data

Metrics Tracked

For each agent, you'll see:

• Opportunities — Deals created or assigned
• Conversions — Opportunities won
• SMS Messages — Text messages sent
• Emails — Emails sent
• Calls — Phone calls made (inbound and outbound)
• Call Duration — Total talk time

The Leaderboard

Agent Reporting includes a leaderboard feature that:

• Ranks team members by performance
• Encourages friendly competition
• Helps identify top performers
• Motivates the team

Use Cases

Sales Team Management

Track who's making the most calls and closing the most deals.

Support Team Metrics

Monitor response volumes across channels.

Performance Reviews

Pull reports for specific date ranges to review individual performance.

Goal Tracking

Compare actual activity against targets.

See Also

• HighLevel — The platform