Dashboard

I currently have our sales teams goals on a whiteboard, but since the reporting is already done in high level, I would love to be able to set goals and see chart progress, or even compete with other salesmen, front and center on the dashboard. Great CRM, would be great to manage the sales team goals front and center too.

Along with the Revenue Last month, customers in stripe etc... Would be lovely to see affiliate information in there. # of, $ from etc. All the dashboard customizing and updating the affiliate portal made it evident that the agency side dashboard needs some love

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.

We’re seeing a lot of new features being released — especially around AI — which is great. But one fundamental piece is still missing: 👉 the ability to build fully customizable dashboards inside sub-accounts. Today, any serious business needs to: • track KPIs in real time, • build custom metrics, • make data-driven decisions. 👉 Right now, we can’t: • create custom calculations (e.g., conversion rate based on tags), • combine data sources (e.g., leads vs ad spend), • build dashboards tailored to our business model. 🎯 Example: Being able to calculate: ➡️ (Contacts with “client” tag) ÷ (ad spend) ➡️ or closing rate based on custom statuses 👉 Instead, we’re forced to: • export data, • use Google Sheets, • rebuild everything externally. 🤯 That’s the issue: We have a powerful all-in-one platform… Yet we still rely on external spreadsheets to run our business. 👉 What we need: • a true customizable dashboard builder, • support for dynamic formulas / calculations, • KPI tracking based on tags, pipelines, campaigns, etc. 🎯 This is a core feature for scaling a business — not a “nice-to-have”. 👉 Honestly, it’s hard to understand why this still isn’t available, when every serious entrepreneur needs it daily. 👉 So… when will we finally be able to run our business directly from the platform, without relying on Google Sheets?

A loyalty points system for recurring customers would be valuable. The system could offer points to customers and create tiers that reward them with coupons or gifts. The system could track purchases, survey completions, reviews, and referrals. This feature would benefit customers, SaaS resellers, and agencies.

Dashboard Enhancement Request – Appointment Setter Performance Metrics Hello GoHighLevel Team, I would like to submit a feature enhancement request for the Dashboard and Reporting section. Currently, the dashboard allows us to view appointments based on the appointment owner (the user whose calendar the appointment is booked on). However, there is no way to accurately track the user who actually created or set the appointment. For businesses with dedicated Appointment Setters, Sales Development Representatives (SDRs), or Virtual Assistants, this creates a challenge in measuring individual productivity. While appointments may be booked on behalf of different sales representatives or account owners, we also need visibility into who performed the booking activity. Requested Enhancement Please add a Dashboard widget and reporting metric that displays: Total appointments set by each user, regardless of whose calendar the appointment was booked on. The ability to filter by date range, location, pipeline, and user. Separate metrics for: Appointments Set (Created By User) Appointment Owner Dashboard cards and reports that allow managers to quickly compare individual appointment-setting performance across the team. In this example, John should receive credit for both appointments because he created them, even though they were booked on different calendars. Business Impact This enhancement would provide significant value for organizations that separate appointment-setting responsibilities from sales responsibilities. It would allow managers to: Track individual Appointment Setter productivity. Measure team performance more accurately. Create meaningful KPIs and scorecards. Reduce the need for custom reporting or external dashboards. Improve operational visibility for teams using shared calendars. I believe this feature would benefit many GoHighLevel users, particularly agencies, call centers, real estate teams, and organizations with dedicated appointment-setting staff. Thank you for considering this enhancement. I appreciate all the continuous improvements being made to the platform and hope this can be included in a future update.

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.

Currently, the SMS response time SLA analytics run continuously without regard for operational reality. Because the timer doesn't stop outside of working hours or when a client requests no further contact (opts out), our KPI analytics are being severely skewed. It is impossible to get an accurate read on team performance when overnight hours, weekends, or legally required non-communication periods artificially inflate our response times.

Add widget in custom dashboard and custom reports to show forecasting that is available in opportunities.

Add widgets for Custom Objects in Dashboard.