How to Create Custom Dashboard Widgets in HighLevel

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saas4agency.com

Are you ready to transform your Go HighLevel dashboard from a generic overview to a powerful, customized tool tailored to your business needs? Whether you’re tracking leads, appointments, or sales, customizing your dashboard can significantly enhance your workflow and data insights. Let’s dive into the step-by-step process to create a personalized dashboard.

Accessing the Dashboard Feature

First, ensure you’re on the Go High Level $497 plan, as this feature is exclusive to this tier. Navigate to one of your sub-accounts and click on the “Dashboard” tab. You’ll see a blue icon that allows you to add a new dashboard. Click on it to get started.

Creating a New Dashboard

You have the option to create a dashboard for private use or make it accessible to everyone in the sub-account. For this tutorial, we’ll create a private dashboard named “Chiropractor Sales Dashboard.” Confirm your selection to proceed.

Adding and Customizing Widgets

Now that you have an empty dashboard, it’s time to add widgets. Go High Level offers a variety of widget types, including numeric displays, donut charts, graphs, and more. For our chiropractor dashboard, we’ll focus on the following key metrics:

  1. Total Facebook Leads
  2. Appointments Booked
  3. Appointments Showed
  4. Deals Closed
  5. Value of Closed Deals

Adding Total Facebook Leads

  1. Click on “Add Widget” and select “Contacts Count.”
  2. Title the widget “Total Facebook Leads.”
  3. Add a condition to filter leads by the tag “Lead Facebook.”
  4. Save the widget and position it appropriately.

Adding Appointments Booked

  1. Click on “Add Widget” and select “Appointments Count.”
  2. Title the widget “Appointments Booked.”
  3. Save and arrange the widget on your dashboard.

Adding Appointments Showed

  1. Click on “Add Widget” and select “Appointments Count.”
  2. Add a condition where the status is “Showed.”
  3. Title the widget “Appointments Showed” and save it.

Adding Deals Closed

  1. Click on “Add Widget” and select “Won Opportunities.”
  2. Title the widget “Deals Closed.”
  3. Save and position the widget.

Adding Value of Closed Deals

  1. Click on “Add Widget” and select “Won Opportunity Value.”
  2. Title the widget appropriately.
  3. Save and arrange the widget.

Additional Customizations

You can further enhance your dashboard by adding general widgets like conversion rates and funnel breakdowns. To do this:

  1. Click on “Add Widget” and navigate to “General.”
  2. Select “Conversion Rate” and other relevant metrics.
  3. Save and position them as needed.

Embedding External Content

Go High Level also allows embedding external content via URLs or iFrames, which can be incredibly useful for adding resources like Google Sheets or instructional videos.

  1. Click on “Add Widget” and go to “Objects.”
  2. Choose “Embed” and select either URL or iFrame.
  3. Paste the link and title your widget.
  4. Save and position it on your dashboard.

Managing Date Ranges

One of the powerful features of Go HighLevel dashboards is the dynamic updating of widgets based on selected date ranges. You can set a date range for the entire dashboard or override individual widgets if needed.

  1. Click on the date range selector at the top of the dashboard.
  2. Adjust the date range to update all widgets dynamically.
  3. To override a specific widget, go to its advanced settings and select “Date Range Override.”

Finalizing Your Dashboard

Once you’ve added and customized all necessary widgets, preview your dashboard. If it’s set to private, only you can see it; otherwise, it’s accessible to everyone in the sub-account. Pin important dashboards for quick access.

Conclusion

Customizing your Go HighLevel dashboard allows you to create a powerful, efficient tool tailored to your specific business needs. Whether tracking leads, appointments, or sales, a personalized dashboard provides quick, insightful data that can help improve performance and decision-making. Start experimenting today and build the dashboard that will keep your finger on the pulse of your business.

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