Get complete visibility into your sales pipeline and customer conversations by connecting your HighLevel account to Power My Analytics. This guide will walk you through setting up HighLevel as a data source and creating reports to track your pipeline value, sales forecast, and omni-channel conversation activity.

Prerequisites

Before connecting HighLevel to Power My Analytics, ensure you have:

• An active HighLevel account
• Your HighLevel sign-in credentials (email and password, or Google sign-in)
• Read access in HighLevel to the reports and data you want to bring into PMA

HighLevel connects with a standard OAuth sign-in; there is no API key to copy. If you are already logged in to HighLevel in your browser, log out and log in again when prompted during the connection process.

Adding HighLevel as a Data Source

1. Go to your Power My Analytics hub and select Sources from the main menu.
2. Click + Add new source and choose HighLevel from the gallery of data sources.
3. On the "Please login to HighLevel to continue" screen, click Login.
4. Sign in to your HighLevel account (email and password, or Sign in with Google) and authorize Power My Analytics.

For step-by-step connection instructions, see How to Connect to HighLevel.

Creating a Data Studio Report

Follow these steps to create a Data Studio report using your HighLevel data:

1. In the PMA hub, navigate to Reports > Data Studio
2. Select HighLevel under Create Data Studio Report (this will open the official Data Studio application in a new window)
   • Step 1: Name your data source (e.g., "HighLevel - Business Name"); Power My Analytics Hub: choose your PMA hub from the dropdown; User Account: select your HighLevel account; Optional: leave "Use report template for new reports" checked to use the PMA report template
   • Step 2: Click Connect (top right) to complete the data source configuration
   • Step 3: Click Create Report (top right)

Key Reports and Fields

HighLevel data in Power My Analytics is organized into two primary tables, Conversations and Opportunities, each with metrics and dimensions that work well together:

• Pipeline value by status: Break down the Monetary Value metric by the Status dimension (open, won, lost, or abandoned) to see the value of your open pipeline next to what you have won and lost.
• Weighted sales forecast: Create a calculated field that multiplies Monetary Value by Effective Probability (the win likelihood assigned by each opportunity's pipeline stage) for a weighted forecast of expected revenue.
• Win/loss by source: Combine Status with the Source dimension to see which lead sources (forms, manual entry, integrations) produce your wins and losses.
• Stalled deal tracking: Use the Last Stage Change At dimension to measure how long opportunities have been sitting in their current pipeline stage and spot stalled deals.
• Conversation channel mix: Count conversations by the Type dimension (TYPE_PHONE for SMS and calls, TYPE_EMAIL, TYPE_FB_MESSENGER) to see which channels your customers use most.
• Inbound vs. outbound activity: Split conversations by Last Message Direction, and use Last Outbound Message Action to separate manual replies from automated workflow messages.
• Marketing attribution rate: The Attributed metric (1 = attributed, 0 = not attributed) shows what share of conversations carry marketing attribution data in HighLevel.
• "Needs a reply" triage: Combine Unread Count, the Inbox flag, and Last Message Direction to build a table of inbound conversations that are waiting on a response.
• Multi-location reporting: The Location ID dimension on both tables lets agencies and multi-location businesses roll reporting up or down by HighLevel sub-account.

For a complete list of available HighLevel fields, refer to the Schema Explorer.

What You'll See in Your Report

Two sets of data come through: Conversations and Opportunities.

Conversations is your inbox activity: which channel each thread came in on (SMS, email, Facebook Messenger), whether the last message was inbound or outbound, whether it was sent by a person or by an automation, and how many are unread. Useful for a "who needs a reply" view.

Opportunities is your pipeline: deal value, stage, source, and whether it is open, won, lost, or abandoned. Each deal also carries a win-likelihood percentage.

To build a weighted forecast, multiply deal value by win likelihood in a calculated field. Do not add up the percentages; that number means nothing.

One gap to know about: there is no separate Contacts list, because HighLevel retired the data feed it would need. Names, emails, and phone numbers still come through, attached to Conversations and Opportunities.

Limitations and Important Considerations

• Backfilling: Unlimited date range. HighLevel does not impose a historical limit, so Power My Analytics can backfill your account's full history.
• Contact data: A dedicated Contacts table is not available because HighLevel has deprecated the API it would require. Contact details such as name, email, and phone are included on the Conversations and Opportunities tables.

This connection is still in beta. That means it works and your data is real, but we are still adding to it. Right now you can use HighLevel data in Data Studio only: not Google Sheets, Excel, or Power BI. If you need one of those, let us know and we will tell you where it is in the queue.

Unavailable Data

If there are additional HighLevel tables, fields, or reports you would like to see in Power My Analytics, please submit a ticket with screenshots of the HighLevel reports you would like to build.

Troubleshooting

If you run into an error while authorizing the connection, log out of HighLevel and sign in again from the connection dialog. See our article Basic Troubleshooting for information on issues that may affect the HighLevel connector.