Revenue Tracking: GHL Setup

Last updated: July 30, 2026

This article walks you through setting up Revenue Tracking with GoHighLevel (GHL). Once configured, Charlie automatically tracks when a Charlie-qualified lead’s deal closes in GHL, recording both Cash Collected and Contract Value Closed on your Performance Page.

GHL Revenue Tracking uses a pipeline stage trigger: you select which GHL pipeline stage means a deal is closed, and Charlie listens for contacts that reach that stage.

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Prerequisites

  • A GHL account connected to Charlie AI (account-level integration already set up)

  • At least one pipeline with defined stages in GHL

  • At least one number-type Contact custom field in GHL for mapping revenue values

  • At least one AI Setter configured in Charlie

Configuration

Step 1 — Navigate to Revenue Tracking Settings

  1. In the Charlie dashboard, go to the AI Setter you want to enable it, go to the integrations tab and Find the GHL integration card

  2. Click Settings

  3. Select the Revenue Tracking tab

Step 2 — Configure the Pipeline Stage Trigger

The pipeline stage trigger tells Charlie when to fire a revenue event.

  1. Under Pipeline Stage Trigger, you’ll see a dropdown populated with all your GHL pipeline stages

  2. Select the stage that represents a closed deal in your sales process (e.g., “Closed Won”, “Paid”, or “Contract Signed”)
    When a Contact in GHL reaches this pipeline stage and the lead has already reached CTA through Charlie, the revenue event will fire.

Step 3 — Configure Revenue Mappings

You need to map Charlie’s two revenue metrics to GHL Contact custom fields. These fields must be number-type custom fields in GHL.
Cash Collected Mapping

  1. Under Cash Collected, select a GHL number-type Contact custom field from the dropdown

  2. This field should contain the actual payment amount received from the contact

Contract Value Closed Mapping

  1. Under Contract Value Closed, select a GHL number-type Contact custom field from the dropdown

  2. This field should contain the total committed contract or deal value
    Important rules:

  • The same Contact custom field cannot be selected for both mappings

  • You can save the configuration with only one mapping selected — both are not required, but at least one must be configured

Tip: If you don’t have number-type custom fields in GHL yet, create them first in GHL → Settings → Custom Fields → Contacts. Name them something clear like “Revenue — Cash Collected” and “Revenue — Contract Value.”

Step 4 — Save the Configuration

  1. Once you’ve selected the pipeline stage trigger and at least one mapping, click Save

  2. A notice will appear confirming Revenue Tracking Enabled

  3. The fields become disabled/uneditable and two buttons appear:

    • Edit — re-enables the fields so you can modify your configuration, then Save or Cancel

    • Turn Off — disables Revenue Tracking

Editing Your Configuration
To change your pipeline stage trigger or revenue mappings:

  1. Click the Edit button

  2. The fields become editable again

  3. Make your changes

  4. Click Save to apply, or Cancel to discard changes

Turning Off Revenue Tracking
To disable Revenue Tracking:

  1. Click the Turn Off button

  2. A confirmation modal will appear asking you to confirm

  3. Confirm to disable

How It Works Behind the Scenes

Once configured, Revenue Tracking works automatically:

  1. A lead is activated in Charlie and reaches CTA through one of your AI Setters

  2. The same lead (matched by contact info) progresses through your GHL pipeline

  3. When the contact reaches your configured trigger stage, Charlie detects the stage change

  4. Charlie pulls the revenue values from the mapped Contact custom fields

  5. A Revenue Event is created, attributed to the Use Case that most recently triggered CTA

  6. The metrics appear on your Performance Page

Both conditions must be met for revenue to fire:

  • The lead must have reached CTA through Charlie

  • The contact must reach the configured pipeline stage in GHL

If a contact reaches the pipeline stage but was never a Charlie lead (or never reached CTA), no revenue event is created.

Tips & Best Practices

  • Choose the right trigger stage — Pick the stage that definitively means the deal is done. Using a stage too early in your pipeline (like “Proposal Sent”) will overcount revenue.

  • Keep your custom fields updated — The revenue values are pulled from your GHL custom fields at the time the trigger stage is reached. Make sure the values are populated before the contact moves to that stage.

  • Use one mapping if you only track one metric — If you only care about cash collected (or only contract value), you don’t need to configure both.

  • Test with a single lead first — Activate a test lead through Charlie, run it through CTA, then move the contact to your trigger stage in GHL. Verify the revenue appears on the Performance Page before relying on the data.