Dashboard

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

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.

I’d like to request a visual map view for opportunities/deals that allows users to see all active deals plotted on a map, similar to the map view functionality in Monday.com . This would be extremely valuable for teams managing deals across multiple cities and states, especially for real estate, acquisitions, and field-based sales teams. Ideally, the map would pull from the opportunity or contact address fields and allow basic filtering (pipeline stage, owner, status, etc.), so we can quickly see where deals are geographically and understand portfolio concentration at a glance. This feature would significantly improve visibility, planning, and deal management inside GHL.

I’d like to request a visual map view for opportunities/deals that allows users to see all active deals plotted on a map, similar to the map view functionality in Monday.com . This would be extremely valuable for teams managing deals across multiple cities and states, especially for real estate, acquisitions, and field-based sales teams. Ideally, the map would pull from the opportunity or contact address fields and allow basic filtering (pipeline stage, owner, status, etc.), so we can quickly see where deals are geographically and understand portfolio concentration at a glance. This feature would significantly improve visibility, planning, and deal management inside GHL.

Since we have the ability to pin a default sub-account, would it be possible to display that at the top rather than prioritizing “Recent”?

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.

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

Add widgets for Custom Objects in Dashboard.

Currently, notes and tasks in GoHighLevel are strictly tied to specific Contacts or Opportunities . There is no centralized space to store general information, configuration instructions, or administrative tasks that apply to the sub-account as a whole. I am proposing a Global Notes & Tasks module at the sub-account level. This would serve as an internal "Command Center" for the team, independent of the CRM contact list. ### Key Features * Account-Level Notes (Internal Wiki): A dedicated section to store SOPs, general account instructions, or technical documentation. * Global Task Management: The ability to create tasks related to account maintenance (e.g., "Update Domain DNS," "Monthly Workflow Audit") rather than individual leads. * Snapshot Instructions: When a Snapshot is deployed, it could include pre-loaded Global Notes. This allows Snapshot creators to provide step-by-step setup guides directly within the platform. * User Permissions & Access Control: * Granular permissions to control who can view, create, edit, or delete global notes/tasks. * Toggle visibility settings (e.g., "Admin Only" notes vs. "Team-wide" notes). ### Why this is important * Enhanced Onboarding: Agency owners can deliver "Turn-key" sub-accounts where the client finds all setup instructions inside a "Start Here" global note. * Team Collaboration: Eliminates the need for external tools (Notion, Slack, or Google Docs) to store account-specific details or credentials. * Operational Efficiency: Centralizes maintenance tasks that are currently "lost" because they don't belong to a specific contact. ### Use Case Example A Snapshot creator includes a "Global Note" with a video link on how to configure the funnels included in that snapshot. They also include a "Global Task List" for the new user to complete their API integrations.

In the case of Spain, there is a tax called I.R.P.F. (Personal Income Tax), which self-employed individuals apply to their invoices. This tax is calculated based on the tax base and is subtracted. It is a negative tax. Currently GHL does not allow negative taxes to be added because it does not allow you to save the document, much less send it. For places where they have taxes as well as in Spain, it is interesting to have it enabled to be able to use the GHL bill part. thanks