Solutions
GoHighLevel reporting for regional managers.
RollupFox lets regional managers compare their locations against the rest of the network using one consistent set of KPIs. It groups locations by region and flags the metrics moving in the wrong direction.
The questions you're trying to answer
Regional managers own the comparison. RollupFox answers the questions behind it.
How do my locations compare to the network average?
Top and bottom comparisons rank locations on each KPI, so you can see who's ahead of the network and who's behind.
Which region is ahead this quarter?
You can group locations by region and view combined KPIs per region, then scope the dashboard to one region at a time.
Which KPIs are trending the wrong way?
Date ranges let you compare periods so a slipping show rate or falling lead volume is visible before it becomes a pattern.
Which locations are pulling a region down?
Per-location breakdowns show each location's contribution, so you can see exactly where a region's number is coming from.
KPIs regional managers compare
Regional views apply the same KPI definitions to every location so comparisons are fair.
| KPI | Counts from in GoHighLevel |
|---|---|
| New leads | Contacts created in the period |
| Booked appointments | Appointments booked on mapped calendars |
| Show rate | Appointments marked showed vs booked |
| Closed-Won | Opportunities marked Closed-Won |
| Pipeline value | Sum of opportunity values |
| Lead source | Source field and source tags on contacts |
Illustrative set. Your KPIs depend on the network's template.
Fair comparisons, grouped your way
Comparisons only mean something when every location counts a KPI the same way. RollupFox applies one definition across subaccounts, so a location that looks behind is genuinely behind, not just labeled differently.
Group locations into the regions you actually manage, compare each against the network, and drill into the locations that need a conversation.
The comparison holds up over time because the definitions never move. A location that improves its show rate three months running is genuinely improving, not benefiting from a quiet change to how something is counted.
When a KPI slips, the per-location breakdown tells you whether it's one location dragging the region down or a broader pattern, so you walk into the review with the specific locations and metrics already in hand.
That preparation is what makes a regional review land. You arrive knowing which locations are ahead, which are behind, and by how much, so the meeting is about actions rather than pulling numbers together.
It also keeps regions honest with each other. When every location is measured the same way, a strong region can't hide a weak location, and a struggling region gets credit for the locations that are pulling their weight.
Over time, the same views show whether the changes you made are working, because the KPI history sits right alongside the current period.
Grouping is flexible enough to match how you actually run the region, so the totals reflect your structure rather than a fixed hierarchy someone else defined.
And because every location rolls up on the same definitions, comparing your region to another is a fair fight, which makes cross-region conversations far more useful.
It also shortens the path from noticing a problem to naming it. Instead of asking why a region is down, you can point to the two or three locations and the specific KPI behind the drop.
That specificity is what turns a regional number into a plan you can hand to the locations that need it.
Frequently asked questions
Can I group locations into my own regions?
Yes. You can group locations into regions and view combined KPIs per region, then scope the dashboard to a single region.
How do I compare a location to the rest of the network?
Top and bottom comparisons rank locations on each KPI so you can see where a location sits relative to the network.
Can I see a KPI trend over time?
Yes. Date ranges let you compare periods to see whether a KPI is improving or slipping.