New Lead Source Report with Drill-Down

TL;DR

HighLevel launched a new Lead Source Report. It tracks leads by source and status.

Who this affects

HighLevel has not confirmed who this update affects. It is likely relevant for any agency owner or SaaS entrepreneur tracking lead origins and statuses within HighLevel.

What changed

A new Lead Source Report is now available. This report tracks leads based on their source and current status. Agencies can add this report to their dashboards for quick access. A key feature is the ability to click any count displayed in the report to drill down into the specific details of those leads. HighLevel has not confirmed any limits, plan gating, or rollout status for this feature.

Where to find it

HighLevel has not published the exact navigation path for the new Lead Source Report. Based on its description, it will likely be found within the reporting or dashboard sections of the platform, where other analytical tools and custom reports reside. Users should look for it among the available widgets when customizing a dashboard.

How agencies will use this

An agency owner can add the new Lead Source Report to their client's dashboard. Imagine a client running several ad campaigns across different platforms, all funneling leads into a single sub-account. Previously, consolidating lead source data with their current status required cross-referencing multiple views. With this new report, the agency can display a clear breakdown of leads by their initial source (e.g., Facebook Ads, Google Ads, website form) and see how many from each source are in 'New Lead', 'Contacted', or 'Opportunity' stages. If the client wants to see the specific leads that came from Facebook Ads and are currently in the 'Opportunity' status, the agency can click that specific count in the report. This action will drill down and display a list of those exact leads, allowing for direct follow-up or further analysis of their journey.

Our take

This is a major update. Understanding lead origins combined with their current status is fundamental for optimizing marketing spend and sales processes. The drill-down capability is particularly useful for quickly investigating performance and lead quality from specific sources. Agencies should assess its utility for their internal operations and client reporting.