Contact Source Reporting in GoHighLevel Just Got Easier

Contact source reporting now works inside Contacts widgets in GoHighLevel dashboards and reports, giving you a clearer view of where new contacts come from.

You can now open a Contacts widget and use the Group By dropdown to select Source. Once selected, GHL will bucket your contact counts by source. This could help you compare contacts from ads, forms, funnels, referrals, imports, chat widgets, or other channels you use to bring leads into the CRM.

This is the same Source grouping many users already use for Opportunities. Now it is available for Contacts too. That makes reporting more consistent across GHL, so you can review contacts and opportunities without switching your thinking every time.

Contact source reporting helps you see which channels are actually bringing new people into your GoHighLevel CRM.

That matters because not every source performs the same. One campaign might bring in a pile of contacts, while another barely moves the needle. With Source grouping, you can spot those patterns faster and make better decisions about ads, forms, funnels, referrals, and follow-up work.

For agencies, this also makes client reporting cleaner. You can show where contacts are coming from in a simple dashboard view. That helps clients understand what is working without making them dig through messy data or long reports.

Contact source reporting is used inside the Dashboard area in GoHighLevel. In this How-To, we will focus on opening the dashboard, adding the Contacts by source widget, checking the Group setting, and saving the widget so your contact source data shows clearly.

Here are the steps to use contact source reporting.

• Access the Dashboard area in GHL.
• Open the Add widget panel and  Select the Contacts widget group .
• Select the Contacts by source widget.
• Confirm the widget settings.
• Choose Source from the Group dropdown.
• Save the widget.
• Review the Contacts by source widget.

To start, make sure you are logged in to your GoHighLevel sub-account.

• The main menu on the left side of your screen has the core areas you work in when using GoHighLevel.

1.1 Click Dashboard in the left menu.

• This opens the main Dashboard area in GHL.

1.2 Click Edit dashboard near the top right of the screen.

• This puts your dashboard into edit mode so you can add or change widgets.

• This is where you start adding a new reporting widget to your dashboard.

2.1 Click Add widget in the top right area of the dashboard.

• This opens the Add new widget panel on the right side of the screen.

2.2 Review the widget options.

• You will see tabs like Widgets, Elements, Themes, and Custom metrics.  

2.3 Click the Contacts section if it is collapsed.

• This opens the available Contacts widgets.

• This is the widget used for contact source reporting.

3.1 Look for Contacts by source under the Contacts section.

• The description should show that it displays contact distribution by source.

3.2 Click Contacts by source.

• This opens the widget setup screen.

• This is where you check the basic widget setup before saving it.

4.1 Review the Chart type.

• A donut chart is commonly used for this widget, since it shows source distribution clearly.

4.2 Check the Title field.

• You can keep it as Contacts by source, or adjust the title if needed.

4.3 Check the Metric field.

• The metric should be Count of Contact.

• This is the key setting for contact source reporting.

5.1 Find the Group dropdown.

• This controls how the contact data is grouped inside the widget.

5.2 Click the Group dropdown.

• You will see different grouping options.

5.3 Select Source.

• This tells GHL to group your contacts by their original source.

5.4 Make sure the Group field now shows Source.

• This confirms the widget is set up for contact source reporting.

• This step adds the widget to your dashboard.

6.1 Click Save at the bottom of the widget panel.

• This saves the Contacts by source widget.

6.2 Click Save changes at the top of the dashboard.

• This saves the dashboard layout and keeps your new widget in place.

• Now you can check the final dashboard view.

7.1 Look for the Contacts by source widget on your dashboard.

• It should show a chart with contacts grouped by source.

7.2 Review the source labels beside the chart.

• These labels show where your contacts came from.

7.3 Use the data to spot your strongest contact sources.

• If one source is bringing in most of your contacts, you’ll see it right away.

7.4 Compare the source data with your active campaigns.

• This helps you decide where to spend more time, fix weak spots, or report results to clients.

That is it. Once the Contacts by source widget is added and saved, your dashboard gives you a simple view of where your contacts are coming from. This makes contact source reporting easier to use and much faster to understand.

Contact source reporting works best when your source names are clean and easy to understand. Try not to use five different names for the same channel, such as “Facebook,” “FB Ads,” and “Facebook Lead Form.” That turns a simple report into a messy one.

It also helps to compare Contacts by source with Opportunities by source. A source may bring in lots of contacts, but that does not always mean those contacts are good leads. Look at both views so you can see which channels bring volume and which ones lead to real sales chances.

For agencies, this is a useful widget to add to client dashboards. It gives clients a quick view of where contacts are coming from without making them sort through a long report. After you launch a new ad, form, funnel, or campaign, check this widget to make sure the right source is showing up.

Contact source reporting helps you make better choices with your time, budget, and follow-up. Instead of guessing which channel is bringing in contacts, you can see it right on your GHL dashboard.

This is useful when you are running several lead channels at once. One source may bring in more contacts, while another may bring fewer but better ones. When you can see that clearly, it is easier to adjust your ads, funnels, forms, and referral campaigns.

For agencies, this also makes client reporting cleaner. You can show clients where contacts are coming from in a simple visual widget. That keeps the conversation focused on real data, not hunches, opinions, or “I think this is working” talk.

Contact source reporting in GoHighLevel is a simple update, but it solves a real reporting problem. You can now see where your contacts are coming from right inside your dashboard, without digging through extra data.

With the Contacts by source widget, you can spot which channels are bringing in the most contacts, check if your campaigns are tracking correctly, and give clients a clearer view of lead activity. It also lines up better with Source grouping for Opportunities, which keeps your reporting more consistent.

Try adding the widget to one of your main dashboards and review it after your next campaign goes live. You may find out fast which source deserves more attention and which one needs a little work.