GOHIGHLEVEL ANSWERS & PROMPTS: PLAYBOOK T25 · GOOGLE & META CAPI ADS
AUTHOR: DANIEL HALLMAN
KEYWORD: REPORTING
PLAYBOOK T25 · Google & Meta CAPI Ads KEYWORD: REPORTING

How do you build custom client reporting dashboards and automated Monday ROI emails in GoHighLevel?

Quick Answer: Instead of letting local business clients wander through 5 separate default reporting tabs, build a single 4-Widget Executive Dashboard (First-Touch UTM Attribution Donut, Call Answer & Missed-Call Text-Back Scorecard, Appointment Show-Rate Funnel, and a Custom Metric dividing Closed Won Value by Total Ad Spend), then schedule a recurring Monday 8:00 AM PDF email report so the owner sees clear ROI without logging in.

GoHighLevel Custom Client Reporting Dashboard: 4-Widget Executive View vs. 5 Scattered Default Tabs
VISUAL PLAYBOOK · PLAYBOOK T25 (GOOGLE & META CAPI ADS) Jump to Annotated GHL Screenshots ↓
What Usually Goes Wrong
  • Most local service clients cancel their monthly retainer not because the automations broke, but because they cannot tell what they received for their fee.
  • When a business owner logs into a default GoHighLevel sub-account, they have to click through 5 separate Reporting tabs (Google Ads, Facebook Ads, Attribution, Call Reporting, and Appointment Reporting) filled with unfiltered robocall logs and leads mislabeled as 'Direct Traffic' when UTM templates are missing.
The Simple Fix in GoHighLevel
  • Consolidate client reporting into a single 4-Widget Custom Executive Dashboard and automate weekly inbox delivery.
  • First, add HighLevel's standard UTM tracking template to your Google Ads and Meta Ads accounts so First Attribution captures the exact campaign and keyword.
  • Second, open the Dashboard Widget Gallery and arrange four executive cards: (1) Opportunities by First Attribution Source, (2) Call Status Breakdown paired with Missed-Call Text-Back saves, (3) Appointment Booked vs.
  • Showed rate, and (4) a Custom Metric formula dividing Closed Won Opportunity Value by Total Ad Spend.
  • Third, use Schedule Report to send a 1-page PDF summary to the client's inbox every Monday at 8:00 AM.
BEFORE VS. AFTER BENCHMARK

What Changes When You Turn This On

Tabs Needed to Prove Client ROI
Default Setup: 5 Separate Tabs
Custom Dashboard: 1 Single Screen
Monthly Client Retention & Proof
No Report Sent: High Churn Risk
Weekly Auto-Email: Clear Dollar ROI
QUICK-REFERENCE CHEAT SHEET

Where to Click in GoHighLevel

Step Where to Click in GHL What to Do
Step 1 Connect Google Ads and Meta Ads in Settings -> Integrations with UTM tracking templates active Connect Google Ads and Meta Ads in Settings -> Integrations with UTM tracking templates active, then click Edit Dashboard -> Add Widget to place four cards on one screen: Opportunities by First Attribution Source (Donut), Call Answer & Missed-Call Text-Back Saves, Appointment Show Rate, and Closed Won Revenue.
Step 2 Add a Live ROAS & Cost-Per-Booked-Job Custom Metric In the Dashboard Widget drawer, select Custom Metrics and create two formula widgets—Return on Ad Spend (Closed Won Opportunity Value / Total Ad Spend) and Cost Per Booked Appointment (Total Ad Spend / Confirmed + Showed Appointments)—eliminating manual Friday CSV exports.
Step 3 Click the three-dot menu on your Custom Dashboard -> Schedule Report 00 AM PDF Email Delivery: Click the three-dot menu on your Custom Dashboard -> Schedule Report, select Weekly on Monday at 8:00 AM (plus a Monthly roll-up on the 1st), attach the visual PDF summary, and send it directly to the business owner's email.
SIMPLE STEP-BY-STEP INSTRUCTIONS + ANNOTATED GHL SCREENSHOTS

How to Set This Up in GoHighLevel (Under 2 Minutes)

  1. STEP 1
    Enable UTM Attribution & Build the 4-Widget Executive Dashboard: Connect Google Ads and Meta Ads in Settings -> Integrations with UTM tracking templates active, then click Edit Dashboard -> Add Widget to place four cards on one screen: Opportunities by First Attribution Source (Donut), Call Answer & Missed-Call Text-Back Saves, Appointment Show Rate, and Closed Won Revenue.
    REAL GHL SCREEN · DASHBOARD & CUSTOM WIDGETS ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Dashboard screenshot showing left menu Dashboard item, Edit Dashboard button, and date/pipeline filters
    1Click Dashboard in Left Menu 2Click Edit Dashboard or + New 3Pick Pipeline & Date Window
  2. STEP 2
    Add a Live ROAS & Cost-Per-Booked-Job Custom Metric: In the Dashboard Widget drawer, select Custom Metrics and create two formula widgets—Return on Ad Spend (Closed Won Opportunity Value / Total Ad Spend) and Cost Per Booked Appointment (Total Ad Spend / Confirmed + Showed Appointments)—eliminating manual Friday CSV exports.
    REAL GHL SCREEN · REPORTING -> CALL REPORT ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Call Report screenshot showing Call Report tab, Tracking Number filter, and First-Time Calls vs. Missed breakdown
    1Click Call Report Top Tab 2Filter by Tracking Number & Date 3Check First-Time Calls vs. Missed
  3. STEP 3
    Schedule Automated Monday 8:00 AM PDF Email Delivery: Click the three-dot menu on your Custom Dashboard -> Schedule Report, select Weekly on Monday at 8:00 AM (plus a Monthly roll-up on the 1st), attach the visual PDF summary, and send it directly to the business owner's email.
    REAL GHL SCREEN · REPORTING -> CUSTOM REPORTS & SCHEDULE ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Reporting screenshot showing Custom Reports tab, Create Your First Report button, and Automated Weekly Email Schedule
    1Open Reporting -> Custom Reports Tab 2Click + Create Your First Report 3Schedule Automatic Weekly Email
MODE: AGENT PROMPT
PASTE THIS PROMPT INTO CLAUDE CODE, CURSOR, CHATGPT, OR YOUR GHL ASSISTANT SAFE READ-FIRST WORKFLOW 
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.

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