⚠ Setup Required
- Create a Private Integration in Settings → Private Integrations and copy the API key
- Fill in Custom Values:
- api_key — Your Private Integration API key
- location_id — Your sub-account Location ID (found in your GHL URL)
- Name your Tag pipelines: "Tags - Elk", "Tags - Deer", "Tags - Aoudad" etc.
- Tag count Custom Values are auto-created on first load.
Overview
Appointments Booked
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Avg Days to Close
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avg across won deals
Revenue
Total Revenue Collected
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Net Revenue
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Revenue minus refunds
Pipeline Value
Deposit Paid — Total Value
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Payment Complete — Total Value
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Lead Attribution
Leads Converted to Sale
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Won opportunities
Leads that Refunded
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Conversion Rate
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Won ÷ total leads
Payment Pipeline
Lead Source Report
Total Leads
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across all sources
Overall Win Rate
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won ÷ closed
Total Pipeline Value
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all opportunities
Loading lead source data...