Dashboard

We need to be able to see in a certain date range, how many opportunities there were in each stage and put this into dashboard widgets.This is crucial for business data reporting to make decisions on. We mainly deal with builder clients who have people in sales pipeline for a fairly lengthy amount of time so the stage move dates and reporting on them is super super important.

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.

It would be great to edit the widgets on the Agency dashboard with information from your sub-accounts to create a dashboard with all sub-accounts data in one.

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.

Currently, custom fields created within Contacts (or Additional Info) are not available for use in dashboards or reporting metrics. This limits the ability to track and visualize key business-specific data points. I would like the ability to: Pull data from custom fields directly into dashboards. Use custom field values for reporting, filtering, and aggregating metrics. Apply formulas or calculations to custom field data for deeper insights. Example Use Case: A common metric agencies want to track is “time to first lead contact” — the number of hours from when a new lead is created to when they are first reached. This requires calculating between a system timestamp and a custom field, but since custom fields cannot be used in dashboards today, this KPI can’t be displayed or averaged across leads. Enabling custom fields in dashboards would allow agencies to build and monitor these types of critical performance metrics, ensuring accountability and better decision-making.

Smartlists (Advanced Filters) lets us build tag logic like: • Tag is “Registration” AND • Tag is not “Attendee” But in Dashboard widgets (Edit Widget → Conditions), the Tags filter is limited and does not allow the same nested filter builder. What we need Please add the same Advanced Filters / Nested Filters experience from Smartlists into Dashboard widget filtering, including: • Add nested filter inside Widget Conditions • Support Tag is + Tag is not in the same widget • Ability to add multiple tag rules • Grouping logic so we can build accurate cohorts for reporting Example use case Widget should allow: • Tags is “New Year Free Class Registration [date]” AND • Tags is not “New Year Free Class Attendee [date]” This is required for reporting on “Registered but did not attend” without creating extra tags or separate lists just to make dashboards work. Why this matters Dashboards should be the source of truth. Without nested filters: • Widgets show the wrong group of contacts • We are forced to create extra tags or Smartlists just for reports • Reporting becomes slower and inconsistent across the team • Easy to make mistakes and miss follow ups Outcome • Widget Conditions includes Add nested filter (same as Smartlists) • Tag filters support is and is not together in one widget • Supports multiple conditions and grouped logic • Results update live, just like Smartlists

GoHighLevel already supports Dynamic Tags in Workflows (example: “Add Tag” action lets you choose Standard or Dynamic and insert Custom Values). Dashboards and reporting widgets should support the same thing. Right now, when editing a Dashboard widget (Edit Widget → Conditions), the Tags filter only accepts a fixed tag name. That forces us to manually update every widget filter whenever we change campaign tags for a new class or promotion. What we want In Dashboard widget filters (Conditions), add a Dynamic option for Tag filtering, so we can use Custom Values like: Tags is {{custom_ values.free _class_registration_tag}} Why this matters We run recurring events where the tag changes each time (new date, new class name). Reports should be reusable. With Dynamic Tag filters: Build the dashboard once Update the Custom Value for the next class All widgets automatically update to the new tag No manual edits across multiple widgets Less reporting errors and faster weekly reporting Example use case Dashboard: “Free Class Performance” Widget filter: • Tags is {{custom_ values.free _class_registration_tag}} Next class launches, we update the custom value to the new registration tag, and the dashboard instantly reflects the new cohort. Benefits • Reusable dashboards for recurring launches • Faster reporting • Prevents filtering the wrong cohort • Makes dashboards scalable across sub-accounts and teams Outcome • Widget filter field for Tags supports Standard and Dynamic modes • Dynamic mode accepts Custom Values and merge fields • Widgets refresh results automatically when Custom Values change • Works across all dashboard widgets that allow tag-based filtering

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 see we can finally do some Google Analytics reporting in the Dashboard which is great. Would be amazing if we could also create reports around Google Business Profile and Google Search Console.

Cannot forecast revenue for contracts/invoices with payment schedules. Right now I have no way of knowing what invoices to be paid this month, next month, etc. Seems to be an issue for only contracts/invoices with payment schedules as it puts them in the partially paid stage.