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Dashboard

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.

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.

under review

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)

upcoming

Custom Values in Dashboard

We would like to be able to add some of the saved custom values onto the dashboard

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.

under review

Products, memberships and courses in dashboard

I want to be able to create KPIs in the dashboard around products, memberships and courses.

upcoming

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.

I would love to have a way of showing a team hierarchy. We work with insurance agencies and would like our agency owners to be able to see their entire organization with each team and the managers of those teams.

Reviews widget in dashboard

Would love the ability to see how many reviews we've received in a specific timeframe as a widget on the dashboard.

upcoming

Set goals that show green/red for KPIs

When creating a widget on the dashboard for KPIs, I want it to show the numbers in relation to a specific goal. For example, if the goal is to generate 10 leads for the week and it's currently showing 6, the 6 should show as red.

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