GoHighLevel Agency Rolled Up Reporting How-To Guide

If you manage multiple client accounts in GoHighLevel and also work with tools like ClickUp for project tracking, a centralized reporting view is essential. This guide explains step-by-step how to use Agency Rolled Up Reporting in GoHighLevel so you can monitor all sub-account activity from one place.

The feature allows agencies to see aggregate and per-location performance, compare results across accounts, and quickly identify which funnels, campaigns, and pipelines are generating the best outcomes.

What Is GoHighLevel Agency Rolled Up Reporting?

Agency Rolled Up Reporting in GoHighLevel is a built-in view that summarizes data from all your sub-accounts (locations) into a single agency-level dashboard. Instead of logging into each account one by one, you can:

• Review lead and opportunity performance for every sub-account.
• Filter by date ranges, snapshots, or specific locations.
• Drill down into pipelines to see stage-by-stage totals.
• Compare how each account is performing against others.

This is especially useful for multi-location brands, franchises, or agencies managing many client workspaces.

How to Access Agency Rolled Up Reporting in GoHighLevel

Follow these steps to open the reporting view inside GoHighLevel:

1. Log into your agency account.
   Use your main agency-level credentials, not a sub-account login.

2. Navigate to the Agency View.
   From the left-hand menu, make sure you are in the overall Agency dashboard, not inside a specific location.

3. Open the Reporting area.
   In the Agency menu, select the option for reporting or rolled up reporting (this will appear under your agency-level tools depending on your interface layout).

4. Access Rolled Up data.
   Once inside, you will see a list of your locations and metrics aggregated at the agency level.

You can always return to this section from your Agency dashboard to monitor performance across all accounts in GoHighLevel.

Understanding the Main GoHighLevel Reporting View

The Agency Rolled Up Reporting view in GoHighLevel is designed to give you a summarized snapshot of every sub-account. Key elements typically include:

• Location list: A lineup of all sub-accounts (locations) under your agency.
• Pipeline and opportunity data: Aggregated counts of leads and deals across accounts.
• Date filters: Options to set custom periods, such as today, this week, this month, or a specific range.
• Snapshot and configuration filters: Tools to limit the view to locations using a certain snapshot or setup.

Each column and metric helps you compare how different locations are performing relative to each other.

Filtering Data in GoHighLevel Agency Rolled Up Reporting

To get the most value from the rolled up data, you should learn how to filter and refine what you see. Common filters include:

Filter by Date Range in GoHighLevel

Set the time window for your report so you can analyze recent or historical performance:

1. Click the date selector at the top of the reporting view.

2. Choose a preset option such as Today, Yesterday, This Week, This Month, or Last 30 Days.

3. Or, select a custom start and end date to review a specific campaign period.

4. Apply the filter to refresh all metrics in the rolled up table.

Filter by Snapshot or Configuration in GoHighLevel

If your agency uses different snapshots for various client types, this filter helps you compare like with like:

1. Locate the snapshot or configuration filter at the top of the reporting screen.

2. Select one snapshot to show only locations built from that template.

3. Review the rolled up performance metrics to evaluate how that snapshot is performing across all connected accounts.

4. Change snapshots to compare results between different funnels or setups.

This makes it easier to identify which GoHighLevel snapshot is driving better conversions and pipeline growth.

Filter by Location in GoHighLevel

You can narrow the results down to one or a few locations:

1. Use the location filter or search bar within the Rolled Up Reporting area.

2. Type the name of a location or select it from the dropdown list.

3. Apply the filter to show only the selected accounts in the table.

4. Compare metrics across your chosen locations for more focused analysis.

Reviewing Pipeline and Opportunity Metrics in GoHighLevel

One of the main benefits of Agency Rolled Up Reporting is the ability to see pipeline performance from all locations at a glance. You can quickly understand:

• Total opportunities: Combined number of deals or leads in your pipelines.
• Per-stage breakdown: How many opportunities exist in each pipeline stage, per location.
• Conversion visibility: Identify where deals are getting stuck across multiple accounts.

Use these insights to refine follow-up workflows, improve automation, and coach clients or internal teams on better lead management.

Using GoHighLevel Rolled Up Reporting for Agency Decisions

The rolled up data in GoHighLevel is most powerful when you translate insights into concrete actions. Consider the following applications:

• Snapshot optimization: If one snapshot consistently outperforms others, standardize it for similar client types.
• Resource allocation: Direct more support and optimization time to underperforming locations.
• Campaign reporting: Use the aggregated metrics for executive summaries or multi-location performance reviews.
• Benchmarking: Establish typical conversion or pipeline targets based on your top-performing accounts.

Because all this information is consolidated, you save time and gain a clearer picture of agency-wide performance.

Best Practices for Managing GoHighLevel Agency Reports

Follow these best practices to keep your GoHighLevel Agency Rolled Up Reporting clean, actionable, and accurate:

• Keep location names consistent: Use a standard naming convention so you can quickly recognize each sub-account.
• Standardize pipelines where possible: Similar pipeline structures make comparisons more meaningful.
• Train team members: Ensure everyone who uses Rolled Up Reporting understands how to filter by date, snapshot, and location.
• Regularly review snapshots: Retire outdated or low-performing snapshots once new ones prove more effective.
• Schedule review sessions: Set weekly or monthly check-ins to go through the agency-level data and plan improvements.

Additional GoHighLevel Resources

To dive deeper into the specific fields, buttons, and visual examples of Agency Rolled Up Reporting in GoHighLevel, review the official product documentation here: GoHighLevel Agency Rolled Up Reporting.

If you need strategic help implementing this feature across many clients or want expert guidance on scaling your systems, you can also visit Consultevo for agency-focused consulting and implementation services.

By consistently using Agency Rolled Up Reporting in GoHighLevel, you gain a unified view of your entire client portfolio, enabling faster decisions, clearer reporting, and more scalable operations.

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