BKY Data Consulting
Live demo
Built for your GoHighLevel setup

GoHighLevel CRM Health Overview

Your GoHighLevel contact and opportunity data -> clear insights on workflow performance. Live demo on synthetic data.

Hi team — here's a working demo I built for your GoHighLevel setup; click anything, every number is live from the sample data below.

Total Opportunities
15
▲ active leads/deals
Stuck Workflows
3
▲ need attention
Avg. Opportunity Value
$2,233
■ per active deal
Email Opt-in Rate
80%
▼ for active contacts

Opportunities by Stage

This shows where your deals currently stand in your sales process.

Workflow Status Breakdown

See which workflows are running smoothly and which ones are stuck.

Lead Source Performance

Understand which channels are bringing in the most new opportunities.

What I'd do for you

Build & Debug GoHighLevel Workflows
I'll create and fix your triggers, branches, drip campaigns, and auto-responders.
Ensure CRM Data Integrity
I'll clean up duplicates, fix pipeline stage issues, and manage re-entry settings.
Develop Landing Pages & Forms
I'll build funnels, pages, and custom forms with UTM tracking for your leads.
Automate Email & SMS Sequences
I'll set up your campaigns and nurture sequences to engage your contacts.
Plus, repetitive work I'd put on autopilot
Auto-route new leads to the right team
GoHighLevel API · n8n
Sync GoHighLevel data to Google Sheets
GoHighLevel API · n8n · Google Sheets API
Follow-up for 'Stuck' Workflows
GoHighLevel API · n8n · Slack API
See how I'd build this on your live system — and the data behind it

How it works in production

How I'd set this up on your live system:

Source
GoHighLevel
Your live contacts, opportunities, and custom fields.
Automation
GoHighLevel API · n8n
n8n connects to GoHighLevel for triggers, actions, and data manipulation.
Output
GoHighLevel · Slack · Google Sheets
Updates directly in GoHighLevel, notifications to Slack, and data in Sheets.

Recent Opportunities Detail

Opportunity NameStageValueLast ActivityWorkflow Status
Website Lead - John DoeNew Lead$1,5002024-05-10Active
Referral - Jane SmithQualified$2,5002024-05-08Active
Cold Outreach - Bob JohnsonNew Lead$1,0002024-05-11Active
Website Lead - Alice BrownNurturing$3,0002024-05-05Stuck: No Email
Existing Client - Demo RequestWon$5,0002024-05-01Complete

Raw source data

dataset.csv — showing 12 of 15 rows. Everything above is computed from this file, untouched.

Contact IDOpportunity NameStageValueLast ActivityEmail Opt-inSMS Opt-inLead SourceWorkflow StatusLast Campaign Sent
C001Website Lead - John DoeNew Lead15002024-05-10YesYesWebsiteActiveWelcome Email
C002Referral - Jane SmithQualified25002024-05-08YesYesReferralActiveNurture Sequence 1
C003Cold Outreach - Bob JohnsonNew Lead10002024-05-11YesNoLinkedInActiveIntro SMS
C004Website Lead - Alice BrownNurturing30002024-05-05NoYesWebsiteStuck: No EmailNone
C005Existing Client - Demo RequestWon50002024-05-01YesYesClient ReferralCompleteFollow-up Email
C006Event Lead - Charlie GreenNew Lead12002024-05-09YesYesEventActiveWelcome Email
C007Website Lead - David WhiteQualified20002024-05-07YesYesWebsiteActiveNurture Sequence 1
C008Referral - Emily BlackNurturing18002024-05-06YesNoReferralActiveIntro SMS
C009Cold Outreach - Frank GrayNew Lead9002024-05-10NoNoLinkedInStuck: No Opt-inNone
C010Website Lead - Grace HallQualified28002024-05-04YesYesWebsiteActiveNurture Sequence 2
C011Website Lead - John DoeNew Lead15002024-05-10YesYesWebsiteActiveWelcome Email
C012Existing Client - Demo RequestWon50002024-05-01YesYesClient ReferralCompleteFollow-up Email

Ready to streamline your GoHighLevel?

I can implement these solutions directly into your live system quickly.

bing@bkydataconsulting.com