How to Use the Table Element in HighLevel Dashboards

• Getting Started with Table Chart Setup
• Creating and Customizing Your Table
• Advanced Table Settings and Ordering
• Saving and Viewing Your New Table Widget
• Interactive Features and Final Thoughts
• Closing and Additional Resources

HighLevel has introduced a new chart type called the table chart for dashboards. This guide will walk you through how to set up and customize this new feature to transform your widgets into detailed list views, offering comprehensive insights for better data analysis.

Getting Started with Table Chart Setup

To get started with the new table chart, follow these steps:

1. Access Your Dashboard: Log in to your account and navigate to your dashboard.
2. Edit Dashboard: Click the edit icon in the top right corner.
3. Add Widget: Click on ‘Add Widget’.
4. Select Table Chart: Under ‘Show by Chart Type’, select the new table icon.

Creating and Customizing Your Table

1. Choose Data Type: Select the type of data you want to display. For example, choose ‘Opportunities’ and then ‘Open Opportunities’.
2. Select Columns: Customize your table by selecting or deselecting columns such as assigned user, status, lead value, stage in the opportunity pipeline, email, tags, creation date, pipeline name, and opportunity name.

Advanced Table Settings and Ordering

1. Order Your Data: Under advanced settings, choose the column by which you want to order the table list. This helps in organizing and analyzing your information efficiently.
   • Example: Order by ‘Date Created On’ in ascending order.
2. Set Date Range and Conditions: Select the date range and apply conditions like status (e.g., open, closed, lost, or abandoned) to refine your data display.

Saving and Viewing Your New Table Widget

1. Save Your Settings: After customizing your table, hit ‘Save’.
2. View Your Table: Scroll down to see your new table widget appear in the dashboard. It will display all the columns you selected earlier.
3. Edit Columns: To remove a column, click on the three dots, select ‘Edit’, then ‘Select Columns’, deselect the column you want to remove, apply the changes, and save.

Interactive Features and Final Thoughts

1. Reorganize Your Table: Click on the six dots next to the table to drag and drop it to a new position in your dashboard.
2. Interactivity: The table chart is interactive. Click on any name within the table to be redirected to the actual contact page.

This table chart supports up to 10,000 records per widget, providing robust data visualization and interaction. Take a few moments to insert this new table chart into your dashboard to stay on top of your data and improve your workflow efficiency.

Closing and Additional Resources

By following these steps, you can master the new table chart in your HighLevel dashboard, ensuring better data organization and analysis. Stay tuned for more updates and enhancements to make the most of your HighLevel experience.