How to Use the GoHighLevel Prospecting Tool Grading Sheet

If you manage multiple tools like ClickUp for tasks and GoHighLevel for marketing, organizing your prospecting workflow inside the Marketing Report is essential. This guide walks you step by step through using the prospecting tool grading sheet and the sidebar so you can quickly qualify prospects and prepare clear, data-backed pitches.

The features described here are based on the official documentation at GoHighLevel’s support article for the prospecting tool. Follow each section below to understand how to interpret grades, customize filters, and use the right-hand sidebar efficiently.

Overview of the GoHighLevel Prospecting Tool

The prospecting tool inside the Marketing Report helps agencies analyze a business’s online presence, grade performance across multiple channels, and identify opportunities for improvement. The grading sheet and sidebar present high-level scores as well as detailed insights.

Inside this GoHighLevel view you can:

• See overall performance grades for key marketing categories.
• Drill down into specific metrics for each graded area.
• Use filters to compare different time ranges or traffic sources.
• Prepare a prospect-ready report you can present during sales calls.

Understanding how the grading sheet and sidebar interact will help you move from a quick snapshot to action-ready recommendations.

Accessing the GoHighLevel Marketing Report

To start using the grading sheet, you first need to open the Marketing Report where the prospecting tool lives.

1. Log into your GoHighLevel account with the appropriate user permissions.
2. Navigate to the location or sub-account for the business you want to review.
3. In the left-side navigation, open the Marketing or Reporting area (depending on your account layout).
4. Click on the Marketing Report section to load the prospecting interface.

Once loaded, you will see the grading sheet in the main panel and the prospecting sidebar on the right-hand side.

Understanding the GoHighLevel Grading Sheet Layout

The grading sheet presents performance data as grades for key digital marketing categories. While the specific categories may vary, the layout usually follows a similar pattern.

Key elements of the grading sheet include:

• Category Names – For example, SEO, website, paid ads, or social presence.
• Letter Grades or Scores – Each category receives a grade based on performance, such as A, B, C, or a numeric value.
• Visual Indicators – Colors or icons may highlight strengths and weaknesses, making it easier to scan quickly.
• Expandable Details – Many rows can be clicked to reveal underlying metrics and supporting data.

Use the grading sheet at the start of your analysis session to identify which areas need deeper inspection inside the sidebar.

Working With Grades in GoHighLevel

The grades calculated by GoHighLevel make it easy to turn complex marketing data into a simple story for prospects.

Use grades to:

• Explain current performance in non-technical language.
• Set priorities for which channels to fix first.
• Show before-and-after results when you re-run the report in the future.

When you click on a category in the grading sheet, the sidebar updates to show related details, helping you connect grades to actual metrics and examples.

Using the GoHighLevel Prospecting Sidebar

The right-hand prospecting sidebar is where you view more detailed information tied to the main grading sheet. It dynamically updates based on what you select in the report.

Typical sidebar components include:

• Summary Panels – A quick overview of the selected category, including its grade, main metrics, and trend direction.
• Metric Breakdowns – Additional statistics that explain why a grade is high or low.
• Contextual Notes – Text that helps you interpret what a specific grade or trend might mean in business terms.

As you click different sections of the grading sheet, the GoHighLevel sidebar becomes your reference point for building a prospecting narrative: what’s working, what’s not, and what you recommend next.

How to Navigate the GoHighLevel Sidebar

To use the sidebar efficiently, follow these steps:

1. Select a Grade Category
   Click on a specific row or tile in the grading sheet. The sidebar will automatically refresh to show detailed metrics for that category.
2. Review Key Metrics
   Scan the primary metrics at the top of the sidebar first. Note any obvious issues such as low visibility, poor engagement, or missing tracking.
3. Expand Additional Sections
   If the sidebar has collapsible panels, open them to reveal deeper data such as keyword visibility, traffic trends, or conversion issues.
4. Add Notes for Your Pitch
   As you review the sidebar, jot down talking points for your sales call or proposal. Focus on clear problems and potential quick wins.

This approach keeps your analysis structured and aligned to the data provided by GoHighLevel.

Filtering Data in the GoHighLevel Report

The Marketing Report typically includes filters that help you control what data feeds into the grading sheet and sidebar.

Common filters can include:

• Date Range – Compare the last 30 days vs. the previous period.
• Traffic Source – Focus on organic search, paid traffic, or direct visits.
• Device Type – View results for desktop vs. mobile performance.

To apply filters effectively:

1. Locate the filter bar or filter icon above the grading sheet.
2. Set a clear time frame that aligns with your prospecting story (for example, last 90 days).
3. Apply filters one at a time so you can track how grades and metrics change.
4. Revisit the sidebar after each filter change to see how detailed metrics update.

Filtered data makes it easier to show targeted insights, such as a decline in organic traffic over a specific period.

Preparing a Prospect Pitch Using GoHighLevel

Once you understand the grading sheet and sidebar, you can quickly assemble a prospect pitch backed by real data.

Use this framework:

1. Identify Top 3 Problem Areas
   From the grading sheet, pick the categories with the lowest grades that matter most to the prospect’s goals.
2. Collect Sidebar Evidence
   Open each category in the sidebar and list key metrics that demonstrate the issue, such as missing SEO visibility, weak engagement, or gaps in tracking.
3. Highlight Opportunities
   Translate data into business language: more visibility, more leads, or lower acquisition costs.
4. Create a Simple Roadmap
   Outline the first steps your agency would take in each of the weak categories and estimate potential impact.

By pairing the grading sheet with sidebar details, GoHighLevel helps you tell a clear before-and-after story that resonates with decision-makers.

Where to Learn More About GoHighLevel Prospecting

For further technical details and the most up-to-date interface screenshots, refer to the official documentation: Prospecting tool grading sheet and sidebar in Marketing Report.

If you want expert help implementing systems and prospecting workflows around GoHighLevel inside your agency, you can also review consulting resources from Consultevo.

By combining structured processes, clear grading, and sidebar-driven insights, you can transform GoHighLevel’s Marketing Report into a consistent, repeatable prospecting engine.

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