GoHighLevel’s New Prospect Report Layout Customization Is Here!

The Breakdown:

GoHighLevel has listened to its users and delivered a powerful enhancement to Prospect Reports. You now have the ability to customize the layout of these reports in two key ways: Global Report Layout Settings and Per-Report Customization.

Global Report Layout Settings:

• Agencies and sub-accounts can now define default report layouts. This means you can set your preferred structure once, and it will be automatically applied to all future reports, saving you a ton of time.   
• You have the freedom to choose exactly which sections to include in your reports. Want to focus on Business Details, Tech Stack, Listings, GBP, or Reviews? It’s all up to you! Simply toggle sections on or off to create the perfect report for your needs.   
• GoHighLevel has also added a super-intuitive drag-and-drop interface, making it incredibly easy to reorder the sections. Now you can arrange your reports to tell a compelling story and guide your clients through the data in a way that makes sense.   

Per-Report Customization:

• Sometimes you need to make specific tweaks to a report for a particular client or situation. No problem! You can now open any individual report and click on the “Sections” button to customize it.   
• Just like with the global settings, you can reorder sections and toggle them on or off. This gives you ultimate flexibility to tailor each report to your audience.   
• The best part? Any changes you make here are saved for that specific report only and do not affect your global layout preferences.   

Before and After:

Before this update, GoHighLevel users were stuck with a fixed report layout. This often meant manually copying and pasting information into other documents, spending hours rearranging data, and ultimately, creating reports that weren’t as effective as they could be.Now, with the new customization options, you can create highly tailored and professional-looking reports in a fraction of the time. This empowers you to present information more effectively, build stronger client relationships, and ultimately, close more deals.

This update is a game-changer for anyone who uses GoHighLevel to generate prospect reports. Here’s why:

Key Benefits:

• Save significant time: Set up your ideal report layout once and reuse it for all future reports. No more tedious manual adjustments!
• Present a more polished and professional image: Deliver customized reports that showcase your attention to detail and impress your clients.
• Highlight the most important data: Focus on the metrics and insights that matter most to each specific prospect, increasing engagement and understanding.
• Streamline your workflow and improve overall efficiency: Eliminate unnecessary steps and create a more streamlined process for generating and delivering reports.

Ideal Use Cases:

• Agencies: Tailor reports to match your agency’s unique sales strategy and branding, creating a consistent and professional experience for every client.
• Marketers: Focus on specific marketing metrics and KPIs that are most relevant to each client’s goals, demonstrating the value of your services.
• Sales Teams: Quickly generate customized reports for different stages of the sales cycle, providing prospects with the information they need to make informed decisions.

This GoHighLevel update allows you to customize the layout of individual Prospect Reports. This is useful when you need to make specific changes for a particular client or situation. Here’s how:

Per-Report Settings:

Open the specific Prospect Report you want to customize.

Look for and click on the “Settings” button, typically located in the top-right corner of the report.

You will now see a list of available sections for your Prospect Reports. You can reorder these sections using drag-and-drop to change the layout. You can also toggle sections on or off to include or exclude them from this particular report. (The sections may include Business Details, Tech Stack, Listings, GBP, Reviews, and more.)

The changes you make here will be saved for this specific report only and will not affect any other reports.

Tips for efficient layout design:

• Start by identifying the key information your clients want to see. What are their main pain points and goals?
• Group related sections together for a logical flow. This will make your reports easier to understand and digest.
• Use a consistent structure across all your reports for branding purposes. This will create a professional and recognizable look.

Customization examples for different clients:

• For a quick overview, prioritize the “Business Details” and “Key Metrics” sections. This is ideal for initial meetings or high-level summaries.
• For a detailed analysis, include the “Tech Stack” and “Competitive Analysis” sections. This provides in-depth insights for clients who want a deeper understanding of their situation.

The new Prospect Report Layout customization feature in GoHighLevel empowers you to create more effective and efficient reports. By taking control of your report structure, you can improve client communication, build stronger relationships, and drive better results.

Log in to your GoHighLevel account today and start customizing your Prospect Reports! Your clients (and your team) will thank you for it.How will you use this new feature to enhance your client reporting? Drop a comment below and let’s discuss!