How to Use Granular Insights in HighLevel Custom Dashboards

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Exciting news for all HighLevel users! The latest update brings a powerful tool to enhance your data analysis: the Granular Insights Dashboard. This new feature allows you to dive deeper into your metrics than ever before, providing clickable graphics, detailed record views, and easy CSV exports. Let’s explore how you can make the most of these new capabilities.

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What’s New in the Granular Insights Dashboard?

  1. Clickable Graphics:
    • Every widget on your dashboard is now interactive.
    • Click on any data point within a widget to access more detailed information.
  2. Record View:
    • After clicking on a widget, you’ll see all related data displayed in a table format.
    • This makes it easy to analyze specific data points in detail.
  3. CSV Export:
    • Export your data with a single click.
    • Download all the information from each widget in CSV format for further analysis.

How to Use the Granular Insights Dashboard

Step 1: Log In and Navigate to Your Dashboard

  • Log into your HighLevel account.
  • Head over to the “Dashboards” section on the left panel.

Step 2: Select or Create a Dashboard

  • Use the drop-down menu to select the correct dashboard.
  • To add a new dashboard, click the “Add New Dashboard” button.

Step 3: Customize Your Dashboard

  • Click on the three dots on the right to clone the dashboard, manage time zones, or set permissions.
  • Set the time frame for the data you want to view.

Step 4: Add and Edit Widgets

  • Click the “Edit Dashboard” icon.
  • Use the “Add Widget” button to select different types of widgets to display on your dashboard.

Step 5: Interact with Clickable Widgets

  • Each widget can now be clicked to reveal more detailed data.
  • For example, clicking on the “Conversations by Channel” widget opens a table showing unread messages by email, Instagram, SMS, and Facebook.
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Step 6: Export Data to CSV

  • Within each detailed view, click the “Export” button to download the data as a CSV file.
  • Ensure you don’t switch tabs while the download is in progress.

Examples of Using Granular Insights

Unread Messages:

  • Click on “Email” in the “Conversations by Channel” widget to see a table of all unread emails, including contact names, assigned users, and message details.
  • Similarly, click on “Instagram” to view unread messages from Instagram.

Conversion Rates:

  • Click on the “Conversion Rate” widget to see details of new customers, including their names, assigned users, pipeline stages, and purchase values.
  • Export this data for further analysis to understand customer behavior and sales performance.

Opportunity Value:

  • Clicking on this widget reveals potential customer details, assigned users, pipeline stages, and more.
  • Use this information to track and manage sales opportunities effectively.
Try HighLevel FREE for 30-Days

The new HighLevel Granular Insights Dashboard is a game-changer for data analysis. With clickable graphics, detailed record views, and easy CSV exports, accessing and understanding your data has never been easier. Start using these features today to streamline your data management and boost your business performance.

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