Where each dollar goes
Last full month
Data accuracy checklist
Clients missing details the report relies on. Fix them in GoHighLevel, tick them off here, then hit Refresh. Follows the coach filter and ignores the date range.
Clients signed and lost each month
New clients by start date, above the line. Clients who left by end date, below it.
Active clients
Clients on the books at the end of each month.
Retention
Nobody has been recorded as leaving yet, so these charts show time with you so far. Once Cancelation Dates are entered, charts for time before leaving, reasons and completed lifetime value appear here too.
How long clients have been with you
Time from start date to today, for current clients.
Where clients are in their programme
Share of each current client's programme that has elapsed, from start date to Renewal Date.
Programmes ending each month
Current clients reaching their Renewal Date, next six months from today. Each one is a renewal conversation.
How long clients stay
Share of clients still with you, by months since they started. Includes current clients.
Time with you before leaving
Clients who left in this period, grouped by how long they stayed.
Why clients leave
Reasons recorded for clients who left in this period.
Lifetime value of clients who left
What each finished client was worth in total.
Retention by start month
Each row is the group of clients who started that month. Each column is the share still with you after that many months.
Revenue
Payments received each month
Successful payments through GoHighLevel, less refunds. Payments taken outside GoHighLevel aren't included.
Recent payments
The latest payments in the selected period.
Packages
Active clients by package
What your current clients are on.
How clients renew
Of clients who reached the end of their first programme, what they did next.
Package performance
New sign-ups and value in the selected period, by package.
Coaches
Coach comparison
Active is as of the end of the period. New, lost and lifetime value cover the selected period. Time with you averages current clients and anyone who left in the period.
Clients
All clients
Everyone in the client pipeline. Follows the coach and package filters, ignores the date range. Edit saves straight to GoHighLevel.
Renewals due
Fixed-term clients whose programme ends in the next 45 days, or has already ended with no renewal recorded. Clients on a monthly continuation aren't listed.
Finishing soon
Marked as leaving, with an end date still ahead.
Recent departures
The latest clients to leave in this period.
Data check
How your GoHighLevel data is being read. Open this first when a number looks off.
Data check
How your GoHighLevel data is being read. Open this first when a number looks off.