PERFORMANCE SCORECARD
Master reporting
Calls, appointments, lives changed and cash in one view.
Sign in to reporting
View the offers assigned to your account.
Offer setup required
Connect the offer and configure its reporting sources.
01
Top 1% · 30 dials/dayOutbound Calling Metrics
Call Status
—Total
Agents
| Agent | Total calls | Answered | Avg duration | Unique leads |
|---|---|---|---|---|
| Sign in to view call activity. | ||||
02
Top 1% · 6/dayAppointments
Setter Calendar—All sources
Webinar—
Organic—
Paid—
Live Event—
Ascension—
03
Top 1% · 70%+Show Rate
—Shows ÷ shows and no-shows
04
Top 1% · 1/dayLives Changed
Webinar—
Organic—
Paid—
Live Event—
Ascension—
05
Top 1% · 30%+Booked Appointment LC %
—Lives changed ÷ booked appointments in selected period
06
Targets not configuredCash & Revenue
| Metric | MTD | QTD | YTD |
|---|---|---|---|
| Cash Collected | — | — | — |
| Total Cash | — | — | — |
| Revenue | — | — | — |
| Estimated Accounts Receivable | — | — | — |
07
Career history backfill pendingCareer Financials
08
Top 1% · PIF 65%+Offer Mix
09
Top 1% · $2k cash · $2.5k revenuePer Appointment
Total Cash / Apt—
Revenue / Apt—
10
Top 1% · under 5%Refund Rate
—Refunded dollars ÷ enrollment cash
Appointment reporting by rep
Uses the date range and rep selected above. Marketing Source applies to the sales scorecard only.
Appointment owners
Select an owner to filter every appointment breakdown. Rescheduled overlaps the current status.
| Owner | Booked | Confirmed | Cancelled | New | Showed | No-show | Invalid | Other | Rescheduled | Show rate | Cancel % | Reschedule % | Rescheduled show % |
|---|
Outcomes
Appointments by weekday
Top 5 appointment owners
Calendars & outcomes
Booking channel
Funnel / page source
Unavailable in the GHL appointment API. Funnel and page names are not inferred from calendar names or contact sources.
Account mappings
Choose what belongs in reporting. Calendars and lead sources can also be assigned to Webinar, Organic, Paid, Live Event or Ascension for scorecard breakdowns.
No discoveries yet
Select an offer and run discovery to see its reporting sources.
Connection status
| Client | Connection | Last successful sync | Readiness |
|---|
Data health
No sync data available.
Refresh progress
No refresh requested.
Offer settings
Select an offerGHL connection
Save the location and reporting settings first. Enter this offer’s private integration token here.
Required read permissions
Locations, users, opportunities, calendars and events, custom fields, contacts, conversations/messages, payment transactions, subscriptions and invoices.
Add an offer
Create a separate workspace, then connect its GHL account and map its reporting sources.