Your CRM data. Your brand.
One link clients love.
Client Reports & Dashboards turns each sub-account into a beautiful white-label dashboard — your logo, your colours, one share link. No client login, no PDF-wrangling, no “can you send me the numbers?” emails.
The numbers that matter
Leads, appointments, won revenue and win rate — each with vs-previous-period change, over 7 / 30 / 90 days. Trends appear as history builds.
Your brand only
Upload your logo, set your accent colour and display name. Your client sees you — we’re invisible.
One link, always current
Send it once — it stays up to date. Rotate any time and the old link dies instantly.
Email reports, your name
Weekly or monthly summaries in your client’s inbox, under your agency name — with a smart quiet-week fallback.
PDF handouts
One click turns any view into a print-ready, light-palette handout for client meetings.
Superpowers with Pipeline Signals
Pair it with Pipeline Signals and sources upgrade to real ad attribution, spend & ROAS pull automatically, and “Calls from ads” appears.
Free forever · no card · installs into your HighLevel account in one click
Questions? Read the setup guide or email hello@pipelinesignals.io — we reply same-day.
Client Reports & Dashboards · by the Pipeline Signals team · a CatchLead Ltd product