How to Create a Custom Dashboard in GoHighLevel

If you manage multiple workspaces in tools like ClickUp and want similar, flexible reporting inside GoHighLevel, custom dashboards give you a centralized view of key metrics. This guide walks you step by step through creating and managing custom dashboards using the native reporting tools.

By the end, you will know how to add custom dashboards, pin them for quick access, and organize widgets so your most important data is always visible.

Accessing the GoHighLevel Dashboards Area

To create or customize dashboards, you first need to access the reporting section inside GoHighLevel.

1. Log in to your GoHighLevel account.

2. From the left-hand navigation, click on Reporting.

3. Under Reporting, select Dashboards.

This opens the main dashboards screen where you can view existing dashboards, add new ones, and manage settings for each dashboard.

Creating a New Custom Dashboard in GoHighLevel

Follow these steps to create a brand-new custom dashboard inside GoHighLevel:

1. In the Dashboards section, locate and click the + Add Dashboard button.

2. Enter a Dashboard Name. Use a clear, descriptive name such as Sales Overview or Agency Performance.

3. Optionally, choose whether this dashboard should be visible to specific users or teams, depending on the options available in your account.

4. Click Create or Save to add the dashboard.

Once the dashboard is created, you are taken to an empty or pre-filled layout where you can start configuring widgets and data sources.

Understanding Default Dashboards in GoHighLevel

When you open the dashboards area in GoHighLevel, you may see default dashboards already available. These system dashboards typically include:

• Agency Overview dashboard

• Sub-Account performance dashboards

• Standard reporting views for leads, opportunities, and revenue

You can usually switch between dashboards using a dropdown menu or a list on the dashboards screen. Custom dashboards you create will appear alongside any default dashboards for quick access.

Adding Widgets to a GoHighLevel Custom Dashboard

Dashboards in GoHighLevel are composed of widgets, each showing a specific chart, table, or metric. To add widgets to your custom dashboard:

1. Open the custom dashboard you created.

2. Click the Add Widget or + Widget button (label may vary slightly).

3. Select the Widget Type, such as:

   • Line chart

   • Bar chart

   • Pie chart

   • Table or list view

   • Single value metric (e.g., total leads)

4. Choose the Data Source or report (for example, opportunities, pipeline stages, or revenue).

5. Set filters like date range, pipeline, user, or status.

6. Click Save to add the widget to your dashboard.

Repeat these steps for each metric or chart you want available on your GoHighLevel dashboard.

Customizing Widget Layout on GoHighLevel Dashboards

After adding widgets, you can organize them visually so the most important reports appear first.

To customize the layout:

1. Hover over the widget you wish to move until the drag handle or move cursor appears.

2. Click and drag the widget to a new position on the grid.

3. Resize widgets by dragging from the edges or corners if the interface allows.

4. Arrange widgets in logical groups, such as:

   • Top row for high-level KPIs.

   • Middle section for pipeline and opportunity breakdowns.

   • Bottom section for detailed tables and activity logs.

This flexible grid system helps you design dashboards in GoHighLevel that match your reporting priorities.

Editing and Managing GoHighLevel Dashboards

Once a custom dashboard is set up, you can adjust its settings, rename it, or delete it as your reporting needs evolve.

Rename a Custom Dashboard in GoHighLevel

1. Open the dashboard you want to rename.

2. Click the Settings icon or the three-dot menu (more options).

3. Select Rename or Edit Dashboard.

4. Enter the new name and click Save.

Delete a Custom Dashboard in GoHighLevel

1. From the dashboards list or while viewing the dashboard, click the Settings or three-dot menu.

2. Choose Delete dashboard.

3. Confirm the deletion in the prompt to permanently remove the dashboard.

Be cautious when deleting dashboards, as you may lose the layout and widget configurations associated with that view.

Set a Default Dashboard in GoHighLevel

If you have several dashboards, you may want one to appear first whenever you open the reporting section.

1. Open the dashboard you want as the default.

2. Click the Pin or Set as Default option, often found in the settings or top toolbar.

3. Confirm that it is now marked as the default dashboard.

Now, every time you go to the dashboards area in GoHighLevel, this dashboard will load automatically.

Filtering Data on GoHighLevel Custom Dashboards

Effective dashboards depend on accurate and relevant filters. In GoHighLevel, you can usually apply filters at the widget level and, in some cases, at the dashboard level.

Common filters include:

• Date Range (today, last 7 days, last 30 days, custom range)

• Pipeline or funnel

• User or assigned team member

• Status (open, won, lost, etc.)

Adjust these filters to focus on the exact data you want to analyze in your GoHighLevel dashboards.

Best Practices for GoHighLevel Custom Dashboards

To get the most out of custom dashboards, apply these practical tips:

• Keep it focused: Limit each dashboard to a specific goal, such as sales, marketing, or support.

• Use clear naming: Name dashboards and widgets so users instantly understand what they show.

• Group related widgets: Place similar reports together to make scanning easier.

• Review regularly: Periodically remove outdated widgets and add new ones as your KPIs change.

• Control access: Share dashboards only with users who need that information.

These practices help keep your GoHighLevel reporting organized and actionable.

Where to Learn More About GoHighLevel Dashboards

To see the original product documentation used as the basis for this guide, review the official help article here: How to Create a Custom Dashboard in GoHighLevel.

If you want help implementing reporting strategies, automation, or additional tools around your GoHighLevel setup, you can explore expert services at Consultevo.

With these steps and best practices, you can configure powerful, custom dashboards in GoHighLevel that keep your team focused on the metrics that matter most.

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