GoHighLevel Dashboards: Visualize CRM Data, Track KPIs, and Share Custom Reports

📊 What Are GoHighLevel Dashboards?

Dashboards in GoHighLevel are customizable data boards that display:

• Lead sources
• Revenue pipelines
• Campaign performance
• Appointment bookings
• Form submissions
• Reviews, calls and more

Think of them as your mission control—no more switching between spreadsheets or apps.

👉 Start your free trial of GoHighLevel

🧰 How Dashboards Help New Users (Real-Life Example)

Let’s say you run a plumbing business.

• You launch a Facebook ad for emergency repairs
• Leads book appointments via your GHL calendar
• The pipeline updates automatically
• Your dashboard shows:
  • How many leads booked this week
  • Which campaign brought them in
  • How much revenue they generated

No calculations needed. Just one clean screen.

🛠 How to Set It Up

1. Go to Reporting > Dashboards
2. Click Create Dashboard
3. Choose your widget types:
   • Bar charts
   • Line graphs
   • KPI counters
   • Conversion tables
4. Pick your data source:
   • Contacts, pipelines, calendars, surveys, calls, etc.
5. Customize display range (daily, weekly, MTD, etc.)

You can build multiple dashboards—for yourself or for clients.

🔄 Dashboard Triggers & Automation

You can trigger actions based on dashboard data:

• If weekly lead volume drops → send alert
• If pipeline hits 80% closed-won → trigger bonus email
• If no bookings in 5 days → send retargeting ad

Dashboards can help inform your automations.

📥 Reporting for Clients

Agencies use GHL dashboards to:

• Show campaign ROI
• Track client KPIs without manual updates
• Send monthly reports
• Share links to view-only dashboards

Client dashboards can be white-labeled with your branding.

🤖 Add AI Insights

Pair dashboards with GoHighLevel AI tools:

• Funnel AI: auto-explain underperforming campaigns
• Workflow AI: suggest optimizations based on patterns
• Conversation AI: track call sentiment alongside form data

Helps you go from numbers → actions, fast.

🧠 Why This Matters

Without dashboards, most small businesses:

• Don’t know where leads come from
• Can’t measure funnel performance
• Rely on manual guesswork

With GHL dashboards, you:

• See the full picture
• Spot problems early
• Take smarter actions

🎓 Learn Setup in the GoHighLevel Bootcamp

The GoHighLevel Bootcamp walks you through:

• Dashboard creation from scratch
• KPI widget configuration
• Automating performance alerts
• Sharing branded reports

🚀 Get Better Insights in Less Time

GHL dashboards give you a fast, visual way to stay on top of leads, revenue and ROI.

👉 Start your free trial of GoHighLevel and build your first custom dashboard today.