Good morning, Russ.
Business snapshot — Saturday 23 May 2026
Active accounts
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Awaiting data
On track
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Awaiting data
At risk
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Awaiting data
Avg delivery rate
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Awaiting data
Account status overview
View all
| Account | Week | Progress | Status |
|---|---|---|---|
| Retaining Walls — Geelong | W3 | 8 / 10 |
Green |
| Landscaping — Melbourne | W2 | 3 / 10 |
Red |
| Demolition — Brisbane | W3 | 6 / 10 |
Orange |
| Structural — Sydney | W1 | 12 / 10 |
Blue |
| Auto Gates — Perth | W1 | 0 / 8 |
Purple |
Founder snapshot
MRR—
Active clients—
Avg CPL (30d)—
Delivery rate—
Churn risk—
Business optimisation
Insights and recommendations
Sales pipeline
New client pipeline and follow-ups
All Websites
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Fresh Leads
New inbound leads ready for follow-up
New today
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This week
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Uncontacted
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Conversion rate
—
Fresh leads pipeline
Lead data from GHL will appear here
Contacts
Form submissions from Go High Level · Loading…
Total
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Facebook
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With Campaign
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Google
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No UTM
—
Filter
Source
UTM Source
UTM Medium
Form
Date
Targeted Areas
Capacity tracker — where LPD can take on new clients
✓ Open slot
CW Current work
E Existing client
F Former client
— Empty
| Niche | Geo area | Status | FB | S1 | S2 | S3 | S4 | Open |
|---|
Outbounds
Outbound activity log and follow-up tracker
Calls today
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Emails sent
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Follow-ups due
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Booked meetings
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Outbound activity
Outbound tracking from GHL will appear here
Create Data
Import raw prospect data and save it to an outbound sheet · Admin only
1
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2
Upload data
Choose one method
Upload Excel / CSV
Drag & drop or click to browse
Supports .xlsx, .xls, .csv exports
from Outscraper, PhantomBuster, etc.
Supports .xlsx, .xls, .csv exports
from Outscraper, PhantomBuster, etc.
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Upload Screenshot
Screenshot from Yellow Pages,
Google Maps listing, or Google Ads
AI will auto-extract business details
Google Maps listing, or Google Ads
AI will auto-extract business details
AI extraction · drag, paste or click
Demolition Perth
Outbound call sheet · Demolition Contractors · Perth, WA · Google Maps
Coming Soon
This section is under construction
In development
Check back soon
User Management
Team members and their access levels
Managers — Full Access
RL
Russ
Founder & Director
Management feed & insights
All websites & leads
Sales, marketing & clients
Finance (restricted)
User management
LI
Lindsay
Manager
Management feed & insights
All websites & leads
Sales, marketing & clients
Finance (restricted)
User management
Sales Team — Sales Access
RN
Ranil
Sales
Sales tab only
No management access
No client or finance data