New contacts
Contacts are brought in by their creation date. Available contact details and the recorded source help describe incoming demand; a new CRM contact is not automatically a marketing-qualified lead.
GoHighLevel + Monthwrap
Leads & sales reporting
Give the client a clear view of leads, wins and what is still open.
Use GoHighLevel contacts, won opportunities and current pipeline figures in monthly agency reports with Monthwrap.
AvailableSub-account token
Inside the monthly reportSample data
Cedar Home Services · fictional example
From inquiry to opportunity
New contacts96Created during the month
Won opportunities24Marked won during the month
Won value$48,000CRM opportunity value
A view of the client’s businessSales context
01July12 won
02August16 won
03September20 won
04October24 won
The wins trend is illustrative. It is not a cohort conversion rate or a record of payments collected.
GoHighLevel, at a glance.
- Connect with
- Sub-account tokenUse the client sub-account’s private integration token and location ID.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Read historical contacts and won records by their source dates. Open-pipeline totals describe the current pipeline.
- In your report
- Contacts, won opportunities and open pipeline.
Built around your client’s questions
Marketing starts the conversation. The pipeline adds the outcome.
For agencies running lead generation and follow-up through client sub-accounts.
When your agency also manages a client’s follow-up, a report ending at the form submission leaves out much of the work. GoHighLevel gives you a second view: the contacts entering the system, opportunities marked won and the business still in progress. Put those measures beside campaign results and the changes you made to the client’s process.
Monthwrap connects to a client sub-account using its private integration token and location ID. New contacts become lead records, while won opportunity totals help describe the sales outcome. Current open pipeline figures add context for the next month without turning a potential sale into a completed one.
Choose the numbers that matter
What GoHighLevel
brings to the report.
Contacts, won opportunities and open pipeline. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Won opportunities
Count opportunities marked won in the period. This is a different measure from contacts created that month, because an older inquiry may become a win after a longer sales process.
Won opportunity value
Report the monetary value attached to won opportunities, with an average value where useful. Label it as CRM value rather than invoiced, collected or independently attributed advertising revenue.
Current open pipeline
Show the count and value of opportunities still open. These figures are a snapshot for a period ending around now; they do not reconstruct the pipeline as it looked at a past month-end.
For your next client report
Review a local lead-generation retainer
Show campaign activity, contacts and won opportunities in separate report sections. Add the agency’s interpretation of what changed in lead quality or follow-up instead of implying an automatic causal link.
Arrange the report in your own layoutRead it from the client’s side
See the complete
local growth report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From GoHighLevel
to the right client.
Use the client sub-account’s private integration token and location ID.
Connection methodSub-account tokenAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Start inside the client sub-account
Create a private integration in the client’s sub-account with permission to view contacts and opportunities. A token created at agency level is not a substitute for this connection method.
- 02
Enter the location and token
Use the matching location ID and private integration token in Monthwrap. Confirm that the selected sub-account belongs to the client whose report you are preparing.
- 03
Check contacts and opportunity dates
Review one known contact and a won opportunity against the source. Confirm value labels and the month before placing the figures in a report or interpreting a month-on-month change.
Know what each
number means.
Sub-account access stays separate
Connect with the client sub-account’s private integration token and location ID. Keep credentials for different client locations separate.
Pipeline is not a sales forecast
Open opportunity value is the recorded total in GoHighLevel. It is not probability-weighted, guaranteed future revenue or a historical snapshot of every past reporting month.
Before you connect
A few useful
answers.
Can I use one agency-level private token?
Not with the sub-account token connection. Create the token inside the client’s sub-account. The separate agency sign-in option has its own availability and permission requirements.
Why do wins differ from new contacts?
They describe different events. Contacts are dated when added, and wins use the opportunity’s status-change timing. Deals won this month may have started in an earlier month.
Does won value mean the client has been paid?
No. It is the opportunity value recorded in GoHighLevel. Keep payment, invoice and bookkeeping figures under their own labels if you add them to the report.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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