White-Label Client Reporting

Give every client a branded portal that proves what the AI did.

Your domain. Your logo. Your brand colors. Super Ledger is invisible. Every client gets their own dashboard showing exactly what their Voice AI and Conversation AI delivered last month — calls handled, hours saved, dollars generated. Multi-location clients see every sub-account rolled up into one view.

The problem

GHL has no native client-facing report. So clients churn at month 3.

The AI is working. Calls are being handled. Hours are being saved. None of that is visible to your client. All they see is your invoice, and an invoice without proof becomes the obvious line item to question. That's the month-3 conversation.

A branded portal at your domain — with the client's name on it, their numbers, their ROI — flips that conversation. Now they see the value every time they log in. Now the monthly email lands in their inbox on the 1st with calls handled and labor saved spelled out. Now the question stops being "is this worth it?" and starts being "can we expand?"

Custom domain Your branding Multi-location aggregated Auto-monthly ROI email
Apex Roofing
portal.youragency.com
AI Containment
84.2%
↑ 6pt vs last month
Hours Saved
156
this month
Action Value
$8,250
bookings + leads
Calls Handled
312
across 4 locations
Downtown branch112 calls88% AI
Westside branch94 calls81% AI
North branch61 calls85% AI
Airport branch45 calls79% AI
Multi-location aggregation

One portal. Every location. The whole business in one view.

For agency clients running multiple locations, Super Ledger is the only way to give them a single rolled-up view. Most clients with 5–10 sub-accounts in GHL never see the whole picture — they get fragmented per-location dashboards or no dashboard at all. Super Ledger rolls every sub-account into one branded portal, while keeping per-location drill-down available.

This is the feature that closes deals on its own. A multi-location prospect with 8 GHL sub-accounts sees their entire operation in one dashboard for the first time. Total calls across all locations. Total hours saved. Total dollars generated. The conversation about "is AI working" is over before it starts.

🔗
Aggregated KPIs across every sub-account
Total calls, containment rate, hours saved, dollar value — summed across every connected sub-account, not per-location. Filter by date range to see month-over-month trends across the whole portfolio.
📍
Per-location drill-down kept intact
Operations leads can still drill into each location individually — same data, scoped to that sub-account. The aggregated view is for executives; the per-location view is for the operations team.
🎨
Configure branding per client, not per portal
If you serve a national client across 8 locations, you set up branding once for that client. Every location they own inherits the same portal look — their logo, their colors, your domain.
Why it retains

Real numbers from one Super Ledger client.

24,027
Calls handled in 30 days
57%
AI containment rate
456
Staff hours saved
$1.07M
Action-driven value

Real data. One client. 30 days. A national automotive service chain running Voice AI across 50+ locations.

What's in the portal

Everything the client needs. Nothing they don't.

📞
Voice AI metrics
Call volume, AI containment rate, average call duration, transfers to human, after-hours coverage. Filter by date, location, outcome.
💬
Conversation AI metrics
Chat volume across web, SMS, social DMs. Resolution rates per channel. Average time to resolution. Threaded transcripts on demand.
💰
Dollar value tracking
Configurable per AI action — appointments booked, leads captured, coupons issued, transfers handed off. The portal shows revenue impact, not just call volume.
📧
Automated monthly ROI email
On the 1st of every month, every client gets a branded summary in their inbox. Calls handled, labor saved, value generated. No manual work, no spreadsheets, no slide decks.
🎨
Configurable visibility per client
Show the metrics that matter to each client. Hide the ones that don't. A dental client sees appointments booked. A service chain sees coupons issued. Both look like custom-built tools.
FAQ

Frequently asked about the client portal

Yes — fully. Custom domain (portal.youragency.com), your logo, your brand colors, no Super Ledger footer or watermark. Clients never see Super Ledger's name. Configure branding per client if you serve multiple verticals.
For multi-location clients with 5–10 GHL sub-accounts, Super Ledger rolls every sub-account up into a single client portal. Total calls, containment rate, hours saved, and dollars generated — across the whole business, not per location. The client logs into one portal and sees the entire operation. Each location can also be drilled into individually.
No. Clients receive a branded ROI email summary on the 1st of every month — calls handled, labor saved, dollars generated. They can also access the live portal at your custom domain whenever they want, but the monthly email keeps the value top-of-mind without requiring action.
Call volume, AI containment rate, average call duration, transfers to human agents, hours of labor saved, and dollar value per AI action (appointments booked, leads captured, etc.). For Conversation AI: chat volume, resolution rates, channel breakdown. All filterable by date range and configurable per client.
Most agencies have their first client portal live in under 10 minutes. Connect HighLevel via OAuth, create the client group, add the client, configure metrics. Super Ledger auto-pulls all their Voice AI and Conversation AI data — no manual data entry.
Related features

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