Expected GHL CSV columns (names are flexible):
Export: GHL → Opportunities → ··· → Export CSV
Contact Name · Stage · Status (Open/Won/Lost/Abandon) · Value or Opportunity Value · Source · Date Added or Created Date · TagsExport: GHL → Opportunities → ··· → Export CSV
Key Metrics
Total Leads
0
Booked Calls
0
Attendance Rate
0%
Close Rate
0%
No-Show Rate
0%
Pipeline Value
£0
Revenue Won
£0
avg LTV: £0
Lead Volume
Weekly new leads
Conversion Funnel
Sales Performance
Current period · estimated from pipeline data
Avg Sales Cycle
0d
days to close
No-Show Rate
0%
of booked calls
Speed to Lead
0d
avg days to book call
Lead Funnel
Drop-off at each pipeline stage
Open Pipeline by Stage
Active opportunities & value
Cost Per Lead
£0
Cost Per Call
£0
CPA
£0
Avg LTV
£0
ROAS
0x
Proj. Revenue
£0
→ updates CPL, CPA & ROAS
— track vs goal
Leads & Bookings Over Time
Monthly new leads vs booked calls
Lead Sources
Where leads are coming from
Close Rate by Source
Won ÷ attended calls — by lead origin
Avg Deal Value by Source
Mean value of closed-won deals per channel
Tag Win Rate
% of leads with each tag that converted · ▲ ≥40% · ▬ 20–39% · ▼ <20%
Tag Distribution
How leads are being qualified
Outcome Breakdown
Won · Lost · Open · Abandoned
All Leads
— leads in selected period
| Date | Name | Stage | Status | Source | Value | Tags |
|---|
Business Information
Enter lead details — auto-fills Ad, Reputation, Booking & Conversion scores
Business Name
Website URL
Business Type
Location / City
Manual Categories
Scored by you based on your research
0
/100
—
Audit Summary
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Business Type
Location / City
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Business Name
Website URL
Niche / Service
Main Offer / USP
Tone
Output
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