HighLevel Agency Success Report: Show Client Value

HighLevel's Agency Success Report now includes dollar amounts for deals, making it easier to demonstrate your value to clients.

What's New

The deal overview card now shows:

• Deal count — Number of deals created/won
• Dollar amounts — Total value of those deals
• Clear ROI — Clients see their return

Why This Matters

Reduce Churn

When clients see the results you're generating, they're less likely to cancel.

Prove Your Value

Hard numbers are more convincing than vague promises.

Stay Top of Mind

Regular reports remind clients why they're paying you.

Justify Your Fees

If you're generating $50K in deals, your $2K/month fee looks reasonable.

How to Use the Report

1. Go to Agency Settings → Reports
2. Configure the Agency Success Report
3. Set up automated sending (weekly, monthly)
4. Clients receive branded reports showing their results

What's Included

The report shows:

• Contacts added
• Appointments booked
• Deals created
• Deal values (NEW)
• Emails sent
• SMS sent
• And more

Best Practices

• Send regularly — Monthly at minimum
• Personalize — Add context about specific wins
• Use your branding — White-label the report
• Follow up — Discuss results on calls

See Also

• HighLevel — The platform