The Agency Dashboard – Rebilling tab provides a centralized view of your agency’s rebilling activity in HighLevel. It helps you track revenue, monitor vendor costs, and review overall financial performance across sub-accounts and services.
You can filter data by sub-account, product category, and date range to analyze performance and trends.
TABLE OF CONTENTS
- Important
- Accessing the Rebilling Dashboard
- Main Dashboard Overview
- Filtering Your Data
- Filters and Controls
- Key Metrics and Reporting Widgets
- Include Only Rebilled Transactions
- Reselling Reporting Layout
- Understanding Financial Metrics
- Distribution Reports
- Growth Reports
- Example Walk-Through
- Understanding Exported Data and Profit Breakdown
- Frequently Asked Questions
- Related Articles
Important
The dashboard displays data for the most recent six (6) months only
Negative revenue may appear due to cancellations, refunds, or prorated adjustments
Accessing the Rebilling Dashboard
Log in to Agency View
Click Agency Dashboard from the left navigation
Select the Rebilling tab
Main Dashboard Overview
The Rebilling Dashboard provides a high-level summary of your financial performance.
At the top:
Sub-account filter
Product filter
Date range selector
“Include only rebilled transactions” toggle
Below:
Summary cards for Revenue, Cost, and Profit
Distribution charts
Growth charts
Filtering Your Data
Filtering allows you to refine results by account, product, or time period.
Sub-account Filter
Search and select one or more sub-accounts
Apply or clear selections as needed
Multiple selections combine data across accounts
Product Filter
Filter by service category such as:
Phone
Email
WhatsApp
LC Premium Triggers & Actions
AI Products
Date Range Filter
Select a custom date range
Click Confirm to apply
Filters and Controls
Use the following controls:
Sub-account filter
Product filter
Date range
Include only rebilled transactions toggle
Export
Refresh
These controls directly impact how totals are calculated and displayed.
Key Metrics and Reporting Widgets
Summary Cards
Total Rebilling Revenue
Total Cost
Total Profit
Charts
Revenue Distribution
Cost Distribution
Profit Distribution
Trends
Revenue Growth
Profit Growth
Include Only Rebilled Transactions
When enabled:
Only successfully charged transactions are included
When disabled:
Costs that were not rebilled may appear
For accurate profit analysis, keep this enabled.
Reselling Reporting Layout
The dashboard separates:
Usage Products → Pay-as-you-go services
Subscription Products → Recurring services
Understanding Financial Metrics
Revenue: Amount charged to clients
Cost: Amount charged by vendors
Profit: Revenue minus Cost
Profit = Revenue – Cost
Distribution Reports
These charts show how revenue, cost, and profit are distributed across products.
They help identify:
High-performing services
High-cost services
Growth Reports
Growth charts track performance over time.
Revenue Growth → income trends
Profit Growth → margin trends
Example Walk-Through
Example scenario:
Revenue: $15,000
Cost: $11,000
Profit: $4,000
Understanding Exported Data and Profit Breakdown
The dashboard shows aggregated data, while exports contain raw transaction-level data. This difference can make exported files harder to interpret.
Why Exported Data Feels Generalized
Data is not pre-grouped
Profit may not appear as a column
Multiple rows may exist per client or service
Key Fields in Exported Data
Charge (Revenue)
Usage Cost (Cost)
Location (Sub-account)
Service/Product
Date
How to Calculate Profit
Open the CSV in Excel or Google Sheets
Locate Charge and Usage Cost
Add a new column: Profit
Profit = Charge – Usage Cost
How to Analyze Profit
Use a Pivot Table:
Rows → Location
Columns → Service
Values → Charge and Cost
Then calculate profit from totals.
Important Limitations
Profit is not always pre-calculated
Data may require grouping
Export totals may differ from dashboard if filters differ
Frequently Asked Questions
Q: How is Total Profit calculated?
Profit = Revenue – Cost
Q: Why does my dashboard show negative revenue?
Due to refunds, cancellations, or adjustments
Q: Why don’t numbers match Stripe payouts?
Stripe fees, timing, and external refunds are not included
Q: Why only six months of data?
This is a system limitation
Q: What happens if I disable “Include only rebilled transactions”?
Non-rebilled costs may be included
Related Articles
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