High Level CRM Integration

Connecting Go High Level to Precision

Your High Level CRM is packed with data. The Precision integration surfaces that data as trackable metrics so instead of digging through GHL to understand what's happening in your business, your scorecard does it for you.

Once connected, Precision syncs your GHL account and gives you a library of pre-built metrics to pull from. Each one becomes a metric you can track over time, filter by team member or segment, and tie directly to your goals.

What Data You Can Track

Your GHL integration includes data across five core areas of your business:

Calendar Appointments & Events
Pipelines & Opportunities
Contacts & Companies
Orders, Invoices & Subscriptions

🏆 Pipeline & Opportunities

The heartbeat of your sales operation. These metrics show you what's moving through your pipeline and what's closing.

Metric	What It Tells You
Deals Won	How many deals closed in a given period
Deal Revenue Won	Total dollar value of closed deals
Deals Lost	Deals that fell out of your pipeline
New Opportunities Created	Net-new deals entering the pipeline
Total Opportunities	Full count of open opportunities
Deals Changed Stage	Movement happening inside your pipeline
Deals Changed Pipeline	Deals shifting between pipelines

Why it matters: Deals Won and Deal Revenue Won should be on every scorecard. They're the clearest signal of whether your sales process is working.

👥 Contacts & Leads

Track how your contact base is growing and how leads are moving through your CRM.

Metric	What It Tells You
New Contacts Created	New leads entering your CRM
Total Contacts	Full size of your contact database
Contacts Changed Type	Contacts shifting between types (e.g., lead → MQL, SQL, etc.)
New Businesses Created	New business records added
Total Businesses	Total business accounts in your CRM

Why it matters: New Contacts Created is a leading indicator — it tells you if top-of-funnel is healthy before it ever shows up in revenue.

📅 Appointments

Know if your team is setting and keeping meetings consistently.

Metric	What It Tells You
Appointments Booked	Appointments scheduled in a period
New Appointments	Net-new appointments created
Total Appointments	Running total across your calendar

💰 Revenue & Invoicing

Track collected revenue, paid invoices, and billing activity — separate from deal pipeline.

Metric	What It Tells You
Invoice Revenue Collected	Cash actually collected via invoices
Invoices Paid	Count of paid invoices
New Invoices Created	Billing activity in a given period
Order Revenue	Revenue from orders
New Orders	Count of new orders placed
Transaction Revenue	Total revenue across transactions
Transaction Count	Volume of transactions processed

🔁 Subscriptions

For businesses with recurring revenue, these metrics are essential.

Metric	What It Tells You
New Subscriptions Created	Growth in recurring customers
New Subscription Revenue	MRR added in a period
Subscriptions Churned	Recurring customers lost

Why it matters: Churn is a silent killer. Tracking Subscriptions Churned alongside New Subscriptions Created gives you a real net growth number.

Filtering Your Metrics

Every metric can be filtered to slice the data by what matters to you. Common filters include:

Deal Owner Pipeline Stage Contact Tags Status Assigned User

This means you can build the same metric multiple times once for your whole team, once per rep, once per pipeline and track them all independently on your scorecard.

Where to Start

If you're not sure which metrics to add first, start here:

Deals Won — your primary revenue signal
New Contacts Created — are you filling the top of funnel?
Appointments Booked — is your team staying active?