Section 20: Dashboard

1. Introduction to the Dashboard

The GoHighLevel Dashboard is a centralized interface that consolidates key metrics and essential tools for your business, providing an overview of your performance and activities.

2. Accessing the Dashboard

After logging into your GoHighLevel account, the Dashboard is usually the first page displayed.

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Here is what the "Dashboard" page looks like:

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3. Dashboard Widgets

Opportunities: Displays the current opportunities in your sales pipeline.

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Pipeline Value: Shows the total value of opportunities in the pipeline.

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__Conversion Rate: __Indicates the percentage of opportunities converted into sales.

Stage Distribution: Visualizes the distribution of opportunities across the different stages of the pipeline.

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Lead Source Report: Explains the origin of your leads.

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__Funnel __

Description: This widget provides a visualization of sales or marketing journeys, showing how prospects move through different stages until conversion.

__Usage: __It helps identify friction points where prospects might drop off, allowing you to optimize each stage to improve conversion rates.

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__Tasks __

Description: This widget centralizes all assigned tasks, providing an overview of actions to be taken.

Usage: It helps efficiently manage daily activities, track responsibilities, and ensure deadlines are met.

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__Manual Actions __

Description: This widget lists actions that require human intervention, such as phone calls or sending personalized messages.

Usage: It ensures these critical actions are not overlooked and are executed promptly to maintain engagement with prospects or clients.

__Google Analytics Report __

Description: This widget integrates Google Analytics data directly into the dashboard, providing insights into website traffic, user behavior, and other key metrics.

Usage: It allows you to monitor website performance without leaving GoHighLevel, making quick analysis and informed decision-making easier.

__Google Business Profile __

Description: This widget displays information and performance related to your Google Business Profile, including reviews, interactions, and visibility statistics.

Usage: It helps manage online reputation, respond to reviews, and understand how potential customers interact with your business on Google.

__Facebook Ads Report __

Description: This widget presents the performance of your Facebook ad campaigns, including metrics such as impressions, clicks, cost per click (CPC), and click-through rate (CTR).

Usage: It provides an overview of the effectiveness of your Facebook ads, allowing you to adjust campaigns for better return on investment.

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__Google Ads Report __

Description: This widget provides data on the performance of your Google Ads campaigns, such as impressions, clicks, CPC, and CTR.

Usage: It allows you to monitor and optimize your Google ad campaigns to maximize their effectiveness.

__Sales Effectiveness __

Description: This widget measures the effectiveness of your sales team by analyzing metrics such as the number of leads converted, average conversion time, and revenue generated per representative.

Usage: It identifies areas for improvement in the sales process and helps implement strategies to boost overall performance.**

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4. Dashboard Customization

Add a New Dashboard:

• Navigate to the Dashboards Menu.

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• Click on "Add Dashboard.

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• Assign a clear and descriptive title.

• Configure the permissions according to your preferences (private or shared with the team).

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• Click on "Confirm."

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• Add relevant widgets to your new Dashboard.

Edit an Existing Dashboard:

• Access the Dashboard you want to edit.

• Use the "Edit" option to adjust the widgets, their layout, and their settings.

Customize the Widgets:

• Add or remove widgets according to your needs.

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• Reorganize the widgets by drag-and-drop to prioritize important information.

• Adjust each widget's individual settings to display the most relevant data.

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5. Dashboard Permissions Management

Configure Permissions:

When creating or editing a Dashboard, set the permissions to control who can view or modify it. Options include setting the Dashboard as private or sharing it with specific team members.

6. Creating Dashboard Templates

__Why Use Templates? __

Dashboard templates allow you to easily replicate dashboards across different sub-accounts, ensuring consistency and saving time.

How to Create a Template ?

• Switch to "Agency View" mode in GoHighLevel.

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• Navigate to the "Template Library.".

• Click on "Create a Template."

• Select the source sub-account containing the Dashboard to replicate.

• Choose "Dashboards" as the product type.

• Select the specific Dashboard to use as a template.

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Updated on: 21/05/2025