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Dashboard

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Rebilling Status Widget
Would love to add a Widget on the Dashboard for my users to see a live update of their usage, and naturally, include the Monthly Credit we give our users. So it is transparent how much the used of their monthly credit and how much they have to pay if they pass the monthly credits.
0
Add all GHL data as Dashboard Widgets
We'd love to use Dashboard Widgets to automate our reporting. Here's an idea of what we are looking to Dashboard: -Customers added with a tag (this already exists) -emails/sms sent to those customers (with open rates) -funnel page views -forms submitted (number)
5
·

upcoming

Invoice/Payment Stats/Reports Availalable in Dashboard Widget
Having all of the financials available as widgets within the dashboard. So we can say check monthly paid invoices month by month to see historical paid invoices over time periods. Or say how many invoices by periods or how many unpaid, overdue etc. Then also be able to see other financials like sales made from forms, order forms, pay links, POS Tap To Pay, by products etc etc. All great data that we should be able to customize to see the necessary reports/kpi on the financials done from within GHL.
18
·

in progress

Basic Math Operation
Add a basic math operation widget where we can perform calculations to get conversion rate. It would be giving each count widget an id OR setting them as variable to perform the calculation.
24
·

under review

Google Drive
Direct Integration with Google Drive. I see we can embed Google Files (Sheets, docs) on the dashboard, but we need a full integration option even if we are using the Google Drive API which allows direct "iframe" capabilities in order to access, edit, save, etc.. right in the Google Drive folder(s). Not having a static view and or it opening additional windows.
3
Custom Values in Dashboard
We would like to be able to add some of the saved custom values onto the dashboard
6
Conditional logic for dashboard widgets
Allow for conditional logic on the dashboard widgets; show specific data points and widgets based on conditions. This would allow for widgets to visible or hidden when the condition is met or not met.
3
·

under review

Edit Agency Dashboard
It would be great to edit the widgets on the Agency dashboard with information from your sub-accounts to create a dashboard with all sub-accounts data in one.
4
Products, memberships and courses in dashboard
I want to be able to create KPIs in the dashboard around products, memberships and courses.
3
·

upcoming

Dashboard Widget - Show total number of form submissions (with date filter)
We should be able to see the total number of Form/Survey submissions directly on the dashboard. Will help cut down on extra clicks. ------- Concept photo attached -On the left, basically the Form Submissions page as a widget -On the right, a summary of the Form Submissions page showing the form and the total number of submissions within a given time range.
1
·

under review

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