How to Use GoHighLevel Prospecting Competitor Analysis Report
GoHighLevel makes it easy to track where your opportunities are coming from so you can improve results across tools like ClickUp and other CRMs. In this how-to guide, you will learn step by step how to set, view, and analyze the Prospecting Competitor Analysis Report directly from your pipeline opportunities.
This feature helps you and your team quickly identify which lead sources and competitors are driving the most opportunities and wins.
What the GoHighLevel Prospecting Competitor Analysis Report Does
The Prospecting Competitor Analysis Report in GoHighLevel is designed to show how many opportunities are created from different prospecting sources and how many of those turn into wins. You can configure each opportunity with specific prospecting fields so that the report groups and counts them correctly.
Key benefits include:
- Quick visibility into which prospecting methods perform best.
- Consistent data entry via custom prospecting fields.
- A visual report generated directly from opportunity records.
Required Prospecting Fields in GoHighLevel
Before you can use the Prospecting Competitor Analysis Report in GoHighLevel, your opportunities must contain certain required fields. These fields provide the data that feeds the report and ensures accurate grouping and counting.
Core prospecting fields in GoHighLevel opportunities
For each opportunity, make sure the following fields are set:
- Deal Name – A clear, descriptive name for the opportunity.
- Pipeline – The pipeline where the opportunity lives.
- Stage – The current stage of the opportunity within the pipeline.
- Prospecting Result – Outcome for the prospecting activity (for example, Won, Lost, No Show, or similar labels defined in your account).
- Prospecting Source – Where the opportunity came from (for example, Google Ads, Facebook, Cold Call, Referral).
These fields are essential because the report groups and summarizes opportunities using the Prospecting Result and Prospecting Source values.
How to Assign Prospecting Fields in GoHighLevel
The Prospecting Competitor Analysis Report only works when opportunities are properly tagged, so it is important to understand how to apply and update these fields for every deal.
Step 1: Open the opportunity in GoHighLevel
- Navigate to the Opportunities section in your GoHighLevel account.
- Select the correct pipeline from the top or side navigation.
- Click an existing opportunity card to open its details, or create a new opportunity if needed.
Step 2: Fill in the required prospecting fields
- In the opportunity details panel, locate the fields for Prospecting Result and Prospecting Source.
- Choose the most accurate Prospecting Result from the dropdown.
- Select the correct Prospecting Source that describes where this lead originated.
- Ensure the Deal Name, Pipeline, and Stage are also correctly set.
Make it a team standard that every time an opportunity is created or updated, these fields must be completed. This consistency is crucial for reliable reporting inside GoHighLevel.
Generating the GoHighLevel Prospecting Competitor Analysis Report
Once the required fields are added across your opportunities, you can generate and view the Prospecting Competitor Analysis Report in GoHighLevel.
Step 3: Access the report area
- From the main navigation, go to the reporting or analytics section that contains the Prospecting Competitor Analysis Report.
- Select the appropriate account or sub-account if you manage multiple locations.
Step 4: Filter your GoHighLevel report
Use filters to narrow down the data set:
- Date range – Choose the period you want to analyze.
- Pipeline – Focus on a specific pipeline or view all pipelines.
- Stage or Result – Concentrate on opportunities with certain results, such as Won or Lost.
These filters help you compare performance across sources and time periods in GoHighLevel so you can see trends clearly.
Step 5: Read the Prospecting Competitor Analysis data
The report typically shows:
- Total opportunities created by each Prospecting Source.
- Number of wins associated with each source based on the Prospecting Result.
- Conversion or win rate per prospecting source.
Because all of this data comes from your opportunities, accurate field values are the foundation of an accurate GoHighLevel report.
Best Practices for Using GoHighLevel Prospecting Data
To get the most from the Prospecting Competitor Analysis Report, follow these best practices in your GoHighLevel workflow.
Standardize labels and options
Keep the dropdown values for Prospecting Result and Prospecting Source consistent across your account. Avoid creating duplicate or slightly different labels for the same meaning (for example, “FB Ads” vs. “Facebook Ads”). Standardization leads to cleaner, more actionable GoHighLevel reports.
Train your team on proper usage
- Document when and how each field should be filled out.
- Require every new opportunity in GoHighLevel to have a Prospecting Source.
- Update the Prospecting Result as soon as the deal outcome is known.
Review the GoHighLevel report regularly
Schedule recurring reviews of the Prospecting Competitor Analysis Report so you can quickly spot which sources are generating the best opportunities and which are underperforming. Use these insights to:
- Reallocate marketing budget toward high-performing sources.
- Refine scripts and outreach approaches for weaker channels.
- Set more accurate goals and expectations for your sales team.
Where to Learn More About GoHighLevel Prospecting
For more technical details, interface screenshots, and the most current feature updates for the Prospecting Competitor Analysis Report, visit the official GoHighLevel help article here: Prospecting Competitor Analysis Report.
If you want strategic guidance on implementing GoHighLevel in your marketing and sales operations, including systems design and optimization, you can explore consulting resources at Consultevo.
Summary: Using GoHighLevel Prospecting Competitor Analysis Effectively
By consistently filling out the prospecting fields on every opportunity, your team can unlock powerful insights from the Prospecting Competitor Analysis Report in GoHighLevel. The key is disciplined data entry, standardized options for Prospecting Result and Prospecting Source, and regular review of the report to guide decisions.
Follow the steps in this guide to configure your opportunities, generate the report, and interpret the results so you can understand exactly which prospecting efforts are driving the most valuable opportunities in GoHighLevel.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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