- Dashboard Overview
- Creating a Dashboard
- Adding Widgets
- Additional Insights
- Override Date Ranges
- Preview and Pin
- Conclusion
Are you looking to take your Go High Level dashboards from generic to personalized, from basic to insightful? In this comprehensive guide, we’ll walk you through the process of creating custom dashboards tailored to your specific business needs. Whether you’re a marketing agency, a chiropractor’s office, or any other business, having the right dashboard can provide valuable insights at a glance.
Dashboard Overview
Let’s start with the basics. When you log into your Go High Level account, you’ll see the default dashboard, which provides a generic overview. But to truly harness the power of data, you’ll want to customize it.
Creating a Dashboard
First things first, click on the dashboard icon and select “add a new dashboard.” Note that this feature is available for the 497 plan and above. You can choose to create a private dashboard for personal use or a shared one for your team.
Adding Widgets
Widgets are the building blocks of your dashboard. You can choose from various types such as numeric, donut, graph, or lines. Let’s say you’re a chiropractor and you want to track leads, appointments, show-ups, and closed deals. You can add widgets for each of these metrics, customizing them to fit your specific criteria.
- Contacts Count Widget: Track the total number of leads, filtered by criteria like the lead source (e.g., Facebook).
- Appointments Count Widget: Monitor the number of appointments booked.
- Appointment Showed Widget: See how many appointments actually showed up.
- Deals Closed Widget: Keep tabs on the number of deals closed.
Additional Insights
Beyond the basics, you can add more widgets to gain deeper insights into your business performance. For instance, you can track the value of closed deals, conversion rates, or even embed external resources like Google Sheets for further analysis.
Override Date Ranges
By default, widgets update dynamically based on the selected date range. However, you can override this setting for specific widgets if needed. This allows you to maintain custom date ranges for individual metrics.
Preview and Pin
Once your dashboard is complete, preview it to ensure everything looks as expected. If satisfied, pin it for easy access. This way, you can quickly check the pulse of your business whenever you need to.
Conclusion
Custom dashboards are invaluable tools for tracking key metrics and making informed decisions. Whether you’re managing your own business or serving clients, Go High Level’s dashboard customization options empower you to create tailored solutions that meet your unique needs.
Experiment with different widgets, play around with settings, and build your dream dashboard today. Your business—and your clients—will thank you for it.
