SaaS Dashboard Tutorial Video Released

TL;DR

HighLevel has released a tutorial video on using the SaaS Dashboard in Agency View. This video is for agencies on the $497 SaaS plan looking to track subscription KPIs and MRR.

Who this affects

This video directly affects agencies currently on the HighLevel $497 SaaS plan. It is relevant for agency owners who manage client subscriptions and recurring revenue within HighLevel and wish to understand how to leverage the built-in dashboard for these metrics. Agencies not on the $497 SaaS plan can safely ignore this as the feature is not available to them.

What changed

A new video tutorial explains how to use the HighLevel SaaS Dashboard.

Key points from the tutorial:

• It covers using the SaaS Dashboard in the HighLevel Agency View.
• The SaaS Dashboard is exclusive to the $497 SaaS plan.
• The video details how to track subscription KPIs and monthly recurring revenue (MRR).
• Users can filter metrics by product plan and date range.
• Reporting data can be exported.
• The tutorial explains how to interpret MRR components: New, Expansion, Contraction, Churn, and Reactivation MRR.
• It breaks down key SaaS calculations.
• Event-based tracking rules are covered.
• The video clarifies what is included versus excluded from HighLevel MRR totals.

HighLevel has not confirmed any limits or plan gating beyond the $497 SaaS plan requirement. HighLevel has not confirmed the rollout status.

Where to find it

The SaaS Dashboard is located within the HighLevel platform at Agency View > SaaS Dashboard.

How agencies will use this

An agency owner on the $497 SaaS plan needs to understand their subscription performance. They will navigate to the SaaS Dashboard through Agency View > SaaS Dashboard. Here, they can immediately see their total Monthly Recurring Revenue. To understand growth drivers, they might filter the MRR metrics by specific product plans they offer, for example, a 'Starter' plan versus a 'Pro' plan, over the last quarter. This allows them to identify which plans are contributing most to New MRR or experiencing the highest Churn MRR. If they notice high Contraction MRR for a specific product, they can export the data to investigate which client accounts are downgrading, providing actionable insights for client retention strategies. The video helps them understand the definitions of each MRR component, ensuring they are interpreting the data correctly.

Our take

This is a standard informational update. The tutorial video provides guidance on an existing feature, the SaaS Dashboard, which is available to agencies on the $497 SaaS plan. For those agencies, it offers a useful walkthrough to maximize their use of the dashboard for tracking critical SaaS metrics. For agencies not on the SaaS plan, this update is minor and does not introduce new functionality relevant to them this week. It does not warrant immediate action unless you are currently struggling to interpret your SaaS Dashboard metrics.