Source to qualified lead
Qualified leads divided by raw GHL contacts or leads for the same source, campaign, location, and date window.
GoHighLevel agency resource
GoHighLevel qualified-lead attribution template for client-ready pipeline reporting.
Maven helps agencies turn GHL contacts, opportunities, pipelines, source fields, UTMs, and connected ad data into trusted qualified-lead attribution reporting without a technical team managing exports, models, dashboards, recurring reports, and analysis.
Why this template exists
Move from cheap leads to qualified pipeline.
Raw GHL lead counts are not enough for client reporting. Agencies need to show which sources produced qualified leads, which campaigns created opportunities, and which opportunities became won revenue without rebuilding a reconciliation spreadsheet each week.
Use this template beside the GoHighLevel attribution reporting playbook to define the reporting fields before the next client readout.
Template preview
GHL qualified-lead attribution
Raw leads
428
Qualified leads
96
Opportunities
41
Won revenue
$74k
| Source | Campaign | Raw | Qualified | Opps | Pipeline | Won revenue | Action |
|---|---|---|---|---|---|---|---|
| Google Ads | Emergency HVAC | 146 | 39 | 18 | $92k | $31k | Scale |
| Meta Ads | Spring Tuneup | 187 | 28 | 9 | $34k | $12k | Review quality |
| Referral | Partner | 52 | 21 | 11 | $67k | $26k | Protect source |
Example values are illustrative. Maven uses live governed data and keeps unsupported fields out of the report unless they are verified or explicitly mapped.
Metric definitions
The template follows the funnel from source to won revenue.
Maven uses governed CRM metrics for leads, qualified leads, opportunities, pipeline value, won deals, and win rate, then joins paid media spend when matching source and campaign fields are available.
Source to opportunity
GHL opportunities divided by raw or qualified leads when the source and opportunity relationship can be mapped safely.
Source to won revenue
Won opportunity revenue by source or campaign, using closed-won outcomes and amount fields where the workspace supports them.
Campaign efficiency
Ad spend compared with qualified leads, opportunities, won deals, and won revenue from connected media sources.
Required fields
Audit the fields before you trust the attribution story.
The template separates fields Maven can model from fields that need workspace-specific mapping. Calls, chats, appointments, form submissions, opt-ins, and GHL-native funnel events should only appear when those fields or mapped events exist.
GoHighLevel records
- Location or account ID
- Contact ID and created date
- Opportunity ID, pipeline, stage, amount, close date, and outcome
- Source, campaign, owner, or lifecycle fields where available
Attribution fields
- utm_source, utm_medium, utm_campaign, utm_content, utm_term, and utm_id
- Click IDs such as gclid, gbraid, wbraid, fbclid, msclkid, ttclid, and li_fat_id
- Visitor, session, referrer, landing page, page path, and page host identifiers when Maven tracking is used
Paid media and web context
- Google Ads, Meta, LinkedIn, Bing, or TikTok spend and campaign data where connected
- GA4 traffic and event data when web conversion context is needed
- A source cleanup rule for unmapped, missing, or inconsistent values
How Maven uses this
From GHL source data to a live report.
Connect GHL and source data
Start with GoHighLevel contacts, opportunities, locations, pipelines, stages, and connected paid media or analytics data.
Map qualification rules
Define qualified leads, MQLs, SQLs, spam, duplicates, opportunity creation, and closed-won outcomes before reporting.
Model campaign performance
Compare raw volume with qualified pipeline, win rate, won revenue, and cost per qualified opportunity by source and campaign.
Launch the client report
Use Maven to generate a live, branded report with governed metrics, recurring delivery, and honest empty states.
GoHighLevel pairs naturally with Google Ads, Meta, GA4, and Google Search Console when agencies need to explain spend, traffic, qualified pipeline, and won revenue in one client-ready report.
Get the template
Get the GHL qualified-lead attribution template.
Use it to audit source fields, qualification rules, opportunity outcomes, and campaign reporting before your next client report.
Template checklist
- Normalize source and campaign names before the client report.
- Separate raw leads from qualified leads, MQLs, SQLs, opportunities, and won deals.
- Route missing source values into Needs source mapping instead of inventing attribution.
- Add paid spend only when source and campaign matching is reliable.
- Keep unsupported calls, chats, appointments, forms, and funnel events out unless mapped.
Template FAQ
GoHighLevel attribution FAQ.
Turn GHL source data into qualified-lead reporting your clients can trust.
Start with the template, then connect GoHighLevel, ad platforms, and web analytics when you are ready to automate the report.
Ready for marketing data your team can finally trust?
Bring the sources and reports where the numbers do not match. We'll show how Maven gets you to trusted dashboards without a data team.
We'll map your first trusted dashboard
You'll see what Maven handles: sources, definitions, refreshes, and outputs
No pitch deck. No pressure. 20 minutes.
