How To Create Multiple Dashboards in HighLevel

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saas4agency.com

I’m excited to introduce the newest release of custom dashboards available on High Level’s $497 plan. This powerful feature allows you to create tailored dashboards for your clients or your agency, enhancing your ability to monitor performance and optimize operations. Let’s dive into how you can utilize this feature effectively.

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Why Custom Dashboards?

Custom dashboards offer a personalized approach to data visualization, enabling you to meet specific business needs. Whether you’re looking to upsell clients by offering detailed insights or wanting to track your team’s performance, custom dashboards can be a game-changer.

Creating a Custom Dashboard

To get started, log into your High Level account and navigate to the dashboard screen. Here, you can create multiple dashboards tailored to different needs.

Step 1: Access the Dashboard Screen

  1. On your HighLevel dashboard screen, click on “Dashboard.”
  2. Select “Add New Dashboard.”

Step 2: Define Your Dashboard

For this example, let’s create a dashboard to track employee performance. Name your dashboard accordingly, such as “Employee Performance Dashboard.”

Step 3: Set Permissions

You can choose the visibility of your dashboard:

  • Private: Only you can view and edit.
  • Public: Your entire team can view, with optional editing permissions.

For sensitive performance metrics, a private dashboard is advisable.

Adding Widgets to Your Dashboard

Widgets are the building blocks of your dashboard. High Level offers both pre-made and customizable widgets.

Step 1: Choose a Widget

  1. Click “Add Widget.”
  2. Select from pre-made widgets or create your own.

Step 2: Customize Widget Settings

Widgets can display data in various formats such as numbers, donut charts, line graphs, or bar charts. For employee performance, you might want to track:

  • Overdue tasks
  • Open opportunities
  • Status of tasks
Example: Tracking Overdue Tasks
  1. Select the widget type, such as a donut chart for visual clarity.
  2. Set the conditions, e.g., “Status Pipeline is 23.”
  3. Customize the date range and sort order to match your preferences.
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Fine-Tuning Your Dashboard

The customization doesn’t end with adding widgets. High Level allows further tweaks to ensure your dashboard provides actionable insights.

Step 1: Adjust Visual Settings

  1. Customize colors and layout to match your brand.
  2. Use different chart types to highlight various data aspects.

Step 2: Set Data Filters

  1. Use advanced filters to narrow down data to specific agents, time periods, or task types.
  2. Adjust settings for ascending or descending order based on priority.

Practical Applications

Here are a few practical applications of custom dashboards:

Employee Performance Tracking

Monitor metrics such as:

  • Number of calls made
  • Appointments booked
  • Task completion rates

Client-Specific Dashboards

Create tailored dashboards for clients to show:

  • Campaign performance
  • Lead generation metrics
  • ROI analysis

Upselling Custom Dashboards

Offering custom dashboards can be a significant upsell opportunity. Clients appreciate detailed insights tailored to their business, making your service invaluable.

  1. Showcase Value: Demonstrate how custom dashboards provide actionable insights.
  2. Tailored Solutions: Offer dashboard customization as part of your premium services.
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Conclusion

Custom dashboards on High Level’s $497 plan provide a powerful tool to enhance your business operations. By tailoring dashboards to specific needs, you can monitor performance, optimize tasks, and offer detailed insights to clients. Get creative, customize to your heart’s content, and see the impact on your productivity and client satisfaction.

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