GoHighLevel franchise reporting guides.

RollupFox reads your location data straight from GoHighLevel, so the first thing you'll do is connect your GHL agency account. You connect once at the agency level and RollupFox gets read-only access to every sub-account underneath it — no per-location setup.

After your agency is connected, you decide which sub-accounts RollupFox reports on. Importing brings sub-accounts into RollupFox; activating a location is what actually includes it in syncs and dashboards.

Every active location shows a sync status on the Locations screen — both as a pill on the row and as a summary chip at the top. Here's exactly what each status means and what (if anything) to do about it.

A KPI is a single metric. A template is a collection of KPIs. You define your KPIs once in a template, and RollupFox applies the same definitions to every sub-account so corporate reporting speaks one language.

A KPI's rule decides which records it counts. RollupFox uses the same condition style you already know from GoHighLevel, and the rule you write applies to every sub-account.

Every sub-account names things differently — one calls it "Sales Pipeline," another "New Deals." RollupFox matches your one corporate KPI to whatever each location actually calls it, and clearly flags anything it can't match with confidence.

When automatic matching can't confidently resolve a KPI for one sub-account, you tell RollupFox exactly which object to use for that location. An override applies to that location only and immediately brings it back into the roll-up.

Mapping Health shows where your network's KPIs resolve to each sub-account's GoHighLevel data — and the exact naming mismatches to fix. Only resolving KPIs roll up to the corporate dashboard, so this is the screen that keeps your totals honest.

The corporate dashboard is the finished output of setup: one scoreboard across your entire network, rolled up from every active location. Here's how to read it and trust the numbers.