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Dashboard
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Dashboard

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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

Custom Values in Dashboard
We would like to be able to add some of the saved custom values onto the dashboard
6
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

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

Filter Appointments by Contact Tags (also custom field next step would be amazing) in Dashboard Widgets
Currently, the appointment widgets in the dashboard only allow filtering by: Status User Calendar Group Rescheduled Its NEEDED to add a filter based on contact data, in particular tags. So we can display appointments only for contacts with specific tags and understand easly how many appointments come from our leadg eneration workfor the client.
0
Would be nice if you could duplicate multiple dashboard items at once.
Building a dashboard is hard in GHL, it would make life already a bit easier if actions could be duplicated all at once.
0
Show monthly goals and progress on 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.
5
·

under review

Conversion Rate widget
Add a Conversion rate widget fully customizable to calculate different conversions: 1) based on the period selected won / (all closed) *100 2) ability to show user specific
3
Products, memberships and courses in dashboard
I want to be able to create KPIs in the dashboard around products, memberships and courses.
3
·

upcoming

ROI Tracking
I'm looking for a way to track ROI. Is it possible to add ROI tracking into the platform?
0
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