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REPORTS & ATTRIBUTION

Customer journeys

Audit the sequence behind a lead, appointment, payment, and campaign credit.

A customer journey is the evidence trail behind the rollup. Use it when a campaign total looks surprising or when a member asks how a conversion was credited.

Read the timeline

  • VisitsLanding pages and classified traffic sources captured by the pixel.
  • Lead activityGoHighLevel contact and appointment evidence.
  • PaymentsSource-of-truth transactions, refunds, and the revenue location.
  • AttributionThe selected touch, campaign, attribution kind, and identity confidence.

Audit a surprising conversion

  1. 01
    Confirm the report and journey use the same location and date range.
  2. 02
    Inspect the payment source and transaction time.
  3. 03
    Check whether the identity match is exact email or exact phone.
  4. 04
    Review the eligible touches inside the 30-day window.
  5. 05
    Confirm the credited touch is the last eligible one before the conversion.