Customizable CRM Dashboard | Voters

Customizable CRM Dashboard

complete

Jason Tonioli

The CRM Dashboard is ok, but each client may have different needs. I would love to see a base template for the CRM contact view, but have the option to re-arrange different parts as a widget with different ways to lay them out. Would also love to have an order history option by contact to show what the contact has purchased in the past and be able to trigger things based on the order history.

May 23, 2023

Tushar Datt Upadhyay

marked this post as

complete

Dashboards can be customized with widgets, elements and themes 
Unique permissions can be set for each dashboard
Using Only Assigned data in user settings - users will be only be able to view data linked or assigned to them 
https://help.gohighlevel.com/en/support/solutions/articles/155000001530-feature-document-multiple-dashboards

Tony Lozano

It would also be nice to select which users can have access to each dashboard vs an overall role selection.

PDEA GHL User

All columns should also have the capacity to be sorted. Throw in the option to resize the columns as well.

Matt Barbey

As a platform that boasts customizability, this would be an awesome tool in our arsenal.

Matthew Flory

We have clients that want their users/team members to be able to "re-order" the columns in the Contacts lists. Their employees, which all have different workflows, want to be able to customize the appearance of the columns in their Contacts list AND BE ABLE TO SAVE THAT VIEW!

John M

reporting and dashboard should have full overlap. all reporting should be customizable and then displayable on the dashboard.   I really hope that GHL doesn't do a clunky design with lots of constraints.  If they were wise they would allow for full integration with excel, without chargin $.01 for every bit of webhooked information.  
Nobody will ever, ever ever beat excel.  It is impossible. Thousands of companies have tried, and they have all failed.  
The reporting and dashboard should just be the pretty front facing view of an excel / google sheets integration. full stop.  If they design any other way, it will be guaranteed frustration with decades of waiting for them to one day catch up with Excel.  Designed any other way will be a fail just like everybody else has failed.  Sorry I just can't stand all the contraints that SaaS offerings unnecessarily add on.

Remi Mayer

I'd love to have something similar to https://consolidata.ai

Maria Lourdes Dumogho

Remi Mayer same

Darren Craig

It would be great to be able to have other elements in this dashboard as well like Google Ads (that's our primary thing, not leads)...with actual revenue and conversions. Its been a struggle seeing revenue from Google Ads in the existing reports.

Brian Childers

I agree Jason. GHL has many great features, but they fail to realize that this UI is outdated and doesn't compare to some of the other CRMs like Hubspot and Active Campaign. We just signed for the SAAS but hesitant to roll it out to our clients.

Web Group

Would love to see a build in field to be able to assign different industries to each company, preferably with a drop down to avoid typos.

→