We would love to see an improvement to the Opportunity Value feature for recurring clients.
Currently, if a client pays every month, we have to manually update and calculate the total value of that customer over time. It would be much more useful if HighLevel could automatically track and accumulate payments.
For example, inside an Opportunity, we could log each payment:
July 5 – $200
August 5 – $200
September 5 – $250
HighLevel would then automatically calculate the customer's total lifetime value within that Opportunity (in this example, $650).
It would also be helpful to have a simple payment history showing the payment date, amount, and optional notes or status (Paid, Pending, Overdue).
This would eliminate manual calculations, provide a clearer picture of customer value, and make revenue tracking much easier for businesses with recurring monthly payments.
We believe this feature would be extremely valuable for agencies, service providers, and subscription-based businesses.