Dashboard

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.

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

Create please in dashboard add widget with the sum of numerical and monetary custom fields from custom contact fields and custom opportunity fields and also min, max, avg We have very important number metrics in this custom fields Thank you

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)

Hi team, I’d like to share an idea I tried to implement in GoHighLevel and explain why it didn’t work — based on the support team's feedback — so you can understand my use case and perhaps consider it for future improvements. The original idea was to use GPT to analyze lead conversations coming from Instagram automation (comment-to-DM), and generate a single weekly insight based on the most common messages or questions. Then, I wanted this insight to appear as a visual block (a text card) directly on the GoHighLevel Dashboard, so the client could quickly view what’s trending among leads without having to go through each message individually. We tried several approaches: Using the Dashboard: I learned that the Dashboard only supports numerical data and doesn't support displaying a dynamic text block or insight generated by GPT. Sending insights to Google Sheets: We tried sending the generated insights to Google Sheets, but: The GPT feature is paid; Sending data to Sheets also requires a paid integration; Worst of all, the automation generated one insight per lead, which means hundreds of repeated insights for the same flow. My client would end up reading 500 similar phrases, which defeats the purpose. After speaking with the support team, I understood that this entire idea can’t currently be executed inside GoHighLevel. So I’m writing this message just to document the idea and express that this kind of feature — generating a single AI-based insight per week and displaying it on the dashboard — would be incredibly helpful for high-volume lead accounts. Thanks for reading and considering! Best regards, Samira

Today when you click to the segmented leads you can only see the created date. It would be nice to see the created time as well. Like in the Contacts tab. Check attachment.

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.

Add a feature-rich project management tool within GoHighLevel to help agencies and clients manage tasks, deadlines, and workflows more effectively. This would allow users to coordinate both internal and client-facing projects without leaving the platform. Key Features: Project dashboards (Kanban and Gantt views) Task assignments with priorities, statuses, and due dates Task dependencies and subtasks Client collaboration via the Client Portal Integration with existing GHL workflows and automations Visual progress tracking with status updates Commenting, tagging, and file attachments This enhancement aligns with GHL's mission to be an all-in-one agency platform, reducing the need for third-party tools like ClickUp, Asana, or Trello. It would significantly improve user retention and streamline operational workflows for agencies and clients alike.

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.

being able to calculate percentages on close rates, Appt show rates, appt no show, appt won rates, churn rates, ad spend VS sales = aquisition costs etc