HighLevel Dashboards: Visualize CRM Data, Track KPIs & Share Custom Reports

TLDR

Highlevel dashboards centralize marketing, sales, and operational data. You can monitor pipelines, appointments, and campaigns visually, automate alerts for anomalies, and provide clients with branded dashboards. Pairing with AI insights helps turn metrics into actionable steps.

What Are HighLevel Dashboards?

Dashboards are customizable visualization boards showing:

• Lead sources
• Revenue pipelines
• Campaign performance
• Appointments, forms, calls, and reviews

Think of them as a command center—no app-switching or manual spreadsheets needed.
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Real-Life Example for Small Businesses

For example, a plumbing business using GHL:

1. Launches a Facebook ad for emergency repairs
2. Leads book appointments via GHL calendar
3. Pipeline updates automatically

Dashboard shows:

• Weekly lead volume
• Campaign performance
• Revenue generated

No manual calculation required, just a single visual interface.

How to Set Up a Dashboard

1. Navigate to Reporting → Dashboards
2. Click Create Dashboard
3. Choose widget types:
   • Bar charts
   • Line graphs
   • KPI counters
   • Conversion tables
4. Pick data sources: contacts, pipelines, calendars, surveys, calls, forms
5. Customize display range: daily, weekly, monthly

Create multiple dashboards for internal use or client reporting.

Dashboard Triggers & Automation

Dashboards can trigger actions based on metrics:

• Low weekly leads → send alert
• Pipeline 80% closed-won → trigger bonus email
• No bookings in 5 days → launch retargeting ads

Dashboards inform workflow automations for proactive management.

Client Reporting Made Easy

Agencies can:

• Display campaign ROI
• Track KPIs without manual updates
• Send monthly reports automatically
• Share view-only dashboards

Dashboards can be white-labeled with your branding for professional presentation.

Adding AI Insights

Combine dashboards with GoHighLevel AI tools:

Turn raw metrics into actionable insights quickly.

Why Dashboards Matter

Without dashboards, small businesses struggle to:

• Identify lead sources
• Measure funnel performance
• Avoid guesswork

With GHL dashboards, you can:

• See the full business picture
• Detect issues early
• Take data-driven actions

Step-By-Step Dashboard Setup

1. Create a dashboard – Use templates or start from scratch
2. Add and configure widgets – Contacts, appointments, pipeline metrics
3. Set display parameters – Daily, weekly, monthly, or custom range
4. Apply AI insights – Dashboard summary AI for automatic recommendations
5. Share or embed – Private, team-specific, or client-facing dashboards
6. White-label – Add logos, colors, and domain for professional client delivery

AI Overview (2026)

In 2026, GoHighLevel dashboards are core for agencies seeking actionable business intelligence:

• Customizable Widgets: Donut charts, KPI counters, line graphs, tables
• Agency & Sub-account Views: Track MRR and lead data per account
• White-Label Branding: Full brand control for client dashboards
• External Embedding: Include Google Sheets, Power BI, or Looker Studio via iframes
• AI Insights: "Dashboard Summary AI" provides automated narrative insights based on metrics

Dashboards centralize operational, marketing, and sales data for faster, smarter decision-making.

Frequently Asked Questions

Q1: Can I share dashboards with clients?
Yes. Dashboards can be view-only, white-labeled, and shared via secure links.

Q2: Can dashboards trigger automations?
Absolutely. Use data triggers to send alerts, emails, or start workflow actions.

Q3: Do dashboards include AI insights?
Yes. Funnel AI, Workflow AI, and Conversation AI can highlight performance trends and suggest optimizations.

Q4: Are dashboards customizable per sub-account?
Yes. Agencies can set separate dashboards per client or team role.

Q5: Can I embed external data sources?
Yes. You can integrate Google Sheets, Looker Studio, Power BI, and other reporting tools via iframes.