Summary
Business+Use HighLevel CRM connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Who this is for
Team leads and operators who want example KPIs and workflows from this integration.
Sales
Live opportunities, win rate, and pipeline value for weekly pipeline reviews.
Lost deals by reason for coaching and offer improvements.
Marketing & finance
New contacts and SMS/email sent for campaign retros.
Monthly revenue and subscription revenue for finance dashboards.
Next steps
Connect: Setup & usage
Pick metrics: Data points