📊 Help Guide: Acquisition Reporting Dashboard

🧠 What Is the Acquisition Dashboard?

The Acquisition Reporting Dashboard is your all-in-one command center for real-time lead performance tracking. It gives you insight into every step of the acquisition journey:

👤 Leads generated
📅 Appointments booked (and shown/no-showed)
💰 Sales closed
📈 Trends over time
📞 Team activity metrics (calls and conversations)

No more manual spreadsheets. As long as your pipeline is properly updated, this dashboard automatically compiles your data in real time.

🚀 How to Access the Dashboard

Log in to your HighLevel account
Go to the left-hand menu
Click Dashboard → Main Dashboard
Use the top-right date selector to adjust your reporting range

🔍 Dashboard Sections Explained

1️⃣ Lead Reporting

This section shows:

Total Leads generated within your selected timeframe
Breakdown by lead source:
- Paid Ads
- Website
- Referrals
- Other

📌 Tip: Click on any number to see a list of those leads, their tags, and lead sources.

2️⃣ Appointment Reporting

Split into two categories:

Challenge Appointments
Trial Appointments (if you're running trial offers)

For each group, you’ll see:

Total Appointments
Canceled
Showed
No-Showed
Unmarked (these must be cleaned up regularly)
Deleted (e.g., abandoned, moved to Do Not Contact)

📌 Tip: Aim to keep Unmarked = 0 for accurate reporting.

3️⃣ Sales Reporting

Here’s where your close rate shines:

Total Challenge Sales and Trial Sales
Lost Sales (appointments that showed but did not close)
Front-End Cash Collected from closed deals

✅ All this is auto-calculated based on how leads are moved in your pipeline stages:

Mark as "Sold" when they buy
Mark as "Lost Sale" if they show but don’t purchase

4️⃣ Quarterly Trend Charts

Visual, week-by-week data for your current quarter:

Leads from Paid Ads
Total New Leads
Booked Appointments
Showed Appointments
Sales
Front-End Cash Collected

📊 Use this to identify upticks, downturns, or seasonal patterns.

5️⃣ Nurture Metrics

Track your team's outbound engagement activity:

New Conversations initiated via text/email/chat
Outgoing Calls made through HighLevel

📌 Monitor this to ensure your lead nurture volume stays consistent or improves.

🔁 Best Practices to Keep Data Accurate

Task	Why It Matters
✅ Update pipeline stages (Sold, No Show, Lost)	Drives accurate sales & appointment reporting
✅ Mark canceled and deleted leads	Keeps appointment stats clean
✅ Check “Unmarked” regularly	Unmarked = missing data
✅ Run appointment/sales reporting weekly	Spot issues early before they snowball
✅ Train staff to update leads correctly	Reduces cleanup time and improves clarity

📌 Quick Reference: Key Metrics Breakdown

Metric	What It Tells You
Total Leads	How many leads entered the pipeline
Appointments	How many leads booked appointments
Showed	How many leads actually showed up
No-Showed	Missed appointments that weren’t canceled
Sold	Leads who purchased (marked “Sold”)
Lost Sale	Leads who showed but didn’t buy
Cash Collected	Front-end revenue from new clients
Conversations Started	Nurture activity from team/automations
Outgoing Calls	Manual dial volume (Power Dialer or 1:1)

💡 Why This Dashboard Matters

✅ Real-time clarity without manual spreadsheets
✅ Smarter decisions with accurate lead-to-sale insights
✅ Better forecasting for marketing spend and staff performance
✅ Easier team accountability with nurture activity tracking

🛠 Troubleshooting & FAQ

Issue	Fix
Dashboard shows zeros	Ensure system is live and pipeline stages are being updated
“Unmarked” appointments	Staff must update calendar outcomes daily
Trial data missing	Make sure you’re using the “Trial” workflow
Metrics feel off	Review whether deleted leads or unqualified leads are inflating numbers

📌 Final Reminder

“You don’t need to track anything manually — but only if your pipeline is up to date.”

This dashboard is powerful, but only as accurate as the data your team puts in. Make it a weekly habit to check:

✅ Pipeline accuracy
✅ Appointment outcomes
✅ Sales stages
✅ Nurture activity