We’d love to see more advanced filtering capabilities in GoHighLevel’s Reporting and Dashboard segments, specifically focused on recurring revenue and invoice tracking.

Add filtering by assigned user (or other custom fields) to the Reporting and Dashboard conditions modules, so we can:

- Assigned user / account manager

- Client Renewal status (Declined, Successful Per team)

- Product/service type (if using custom fields or tags)

- How many invoices each sales rep has sent

- How many are pending vs. paid

- Total revenue generated by each rep

Include an option to differentiate between “Assigned User” and “Invoice Creator” in filters, to avoid skewing results when team members help each other.

This would provide agencies and teams with better visibility into individual performance and recurring revenue streams, especially in multi-rep sales environments. It also improves tracking and accountability without needing external spreadsheets or custom dashboards.