Operations
GoHighLevel Reporting Cleanup
Devon · with Marie · Jul 24 → Oct 1
Needs Attention
Intended outcome
Create reliable, understandable marketing and campaign reporting.
Why it matters: Nobody trusts the current numbers, so campaign decisions get made on gut feel.
Success looks like: One weekly report everyone agrees is accurate.
Progress50%
1 of 3 milestones complete
Last activity Sep 1
No movement in 10+ days.
Next Action
Rebuild the lead-source dashboard
Devon · due Sep 13 · Doing
Milestones
The path from here to the outcome
Data sources inventoriedAug 13
Lead-source dashboard rebuiltSep 13
Weekly report agreedSep 29
Data sources inventoriedDevon
Lead-source dashboard rebuiltDevon
Weekly report agreedMarie
Tasks
2 open · 0 done
Rebuild the lead-source dashboard
Devon4 days overdueHighDoing
Retire the three duplicate reports
DevonSep 23Normal
Context & Background
Standing context for this project — what the team should know before working on it.
Reference links live in Files & Links.
Notes & Updates
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Blocked & Waiting
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Files & Links
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Result
When this finishes, capture whether it actually achieved the outcome.