Reporting
Ad performance, CRM pipeline, and a business overview — pulled live from the tools you've connected. Switch views to focus on what matters right now.
Connect Meta to see ad reporting
Add META_ADS_ACCESS_TOKEN + META_ADS_ACCOUNT_ID to your local ~/.env, then restart the sync agent. 7-day spend, CTR, CPM, reach, and campaign performance will appear here.
Open Ads Manager →Connect GHL to see CRM reporting
Add GHL_API_KEY + GHL_LOCATION_ID to your local ~/.env, then restart the sync agent. Pipelines, opportunity value, opportunities by stage, and recent contacts will appear here.
Task and due-date reporting rolls up from your connected tools (GHL tasks, calendar deadlines) as they sync. Connect a task source to populate this card.
Build your own saved reporting views — pick the metrics, clients, and date ranges that matter to you.