Wie erstellt man benutzerdefinierte Kundenberichts-Dashboards und automatisierte Montags-ROI-E-Mails in GoHighLevel?

Configure a 4-Widget Executive Client Reporting Dashboard and automated Monday PDF email in our GoHighLevel sub-account:
1. Verify Google Ads and Meta Ads UTM tracking templates are active so First Attribution records campaign, ad group, and keyword sources instead of 'Direct Traffic'.
2. Create a Custom Dashboard named 'Executive ROI Summary' with 4 core widgets:
   - Widget 1: Opportunities by First Attribution Source (Donut chart: Google Ads, Meta CAPI, Organic GMB).
   - Widget 2: Call Status Scorecard (Answered vs. Missed Calls + Missed-Call Text-Back conversations saved).
   - Widget 3: Appointment Funnel (Booked -> Confirmed -> Showed -> Won conversion rate).
   - Widget 4: Custom Metric Formula displaying Live ROAS (Total Won Opportunity Value / Total Ad Spend) and Cost Per Booked Job.
3. Configure Scheduled Reports to email a PDF snapshot of 'Executive ROI Summary' to the client owner every Monday at 8:00 AM local time.

# 1. MCP Tool Call (ghl-crm-mcp)
{
  "tool": "dashboards_apply_template",
  "arguments": {
    "location_id": "<YOUR_LOCATION_ID>",
    "template": "executive_4_widget_roi",
    "schedule_weekly_pdf": "MON_0800"
  }
}

# 2. Or run a 30-second sub-account & attribution audit via ghl-crm Rust CLI
ghl-crm doctor --location-id <YOUR_LOCATION_ID>

Official GHL MCP vs. ghl-tools: HighLevel’s official hosted MCP (services.leadconnectorhq.com/mcp) covers public v2 CRM records (contacts, opportunities, appointments, conversations). ghl-tools MCP complements it with workflow graph inspection & recipes, funnel/form builders, DNS/BIMI checks, and ghl-crm doctor audits.