Dashboards in GoHighLevel

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Dashboards in GoHighLevel: Custom Object Widgets & Insights

If you manage CRM reporting across tools like ClickUp and other platforms, learning how dashboards work in GoHighLevel will help you centralize data and visualize performance. This guide walks you through creating dashboards, using custom object widgets, and configuring Insights so you can track exactly what matters.

The instructions below are based on the official documentation and show step-by-step how to build and customize reporting views for your team.

Getting Started with GoHighLevel Dashboards

Dashboards in GoHighLevel are collections of widgets that display information from your sub-account. You can:

  • Monitor activities like calls, emails, and tasks.
  • Report on custom objects you create in your CRM.
  • Build multiple dashboard views for different teams.

Every dashboard is made up of widgets, and each widget can be configured to show specific data, filters, and visualization types.

How to Access Dashboards in GoHighLevel

Follow these steps to open the dashboard area inside your sub-account:

  1. Log in to your GoHighLevel sub-account.
  2. In the left-hand navigation menu, click Dashboard.
  3. Open the Insights section if you want to see predefined reports.

The dashboard page lets you switch between existing dashboards or create a new one tailored to your reporting needs.

Create a New Dashboard in GoHighLevel

You can create multiple dashboards to organize reports for sales, marketing, or service teams.

  1. From the Dashboard area, click the button to create a new dashboard (typically labeled + New Dashboard or similar).
  2. Enter a descriptive name for the dashboard.
  3. Select a visibility or sharing option, if available, to control who can see it.
  4. Save your new dashboard.

Once the dashboard is created, you can start adding widgets for custom objects, activities, and other CRM data.

GoHighLevel Custom Object Widgets Overview

Custom object widgets let you pull information from any custom objects you have defined in your GoHighLevel CRM. This is useful when your data model goes beyond standard contacts, opportunities, or companies.

With these widgets, you can:

  • Summarize counts of custom records.
  • Visualize trends across a specific date range.
  • Apply filters to narrow down which records are included.

You can create multiple custom object widgets on the same dashboard to compare different segments or metrics.

How to Add a Custom Object Widget in GoHighLevel

To report on a custom object, add a new widget and choose the correct settings.

  1. Open your desired dashboard in GoHighLevel.
  2. Click Add Widget or the equivalent option.
  3. Choose Custom Object as the widget type.
  4. Select the specific custom object you want to report on from the dropdown list.
  5. Configure the metric or aggregation (for example, total records, sum of a numeric field, or average value).
  6. Define the time range (such as last 7 days, last 30 days, or a custom period).
  7. Apply any filters to limit the results (for example, status, owner, or custom fields).
  8. Choose a visualization style if available, such as number, bar chart, or line chart.
  9. Click Save or Apply to add the widget to the dashboard.

After saving, you can drag and resize the widget to organize your layout.

GoHighLevel Activity & CRM Widgets

Besides custom object widgets, GoHighLevel also offers widgets for everyday CRM activities. These widgets help you analyze how your team is engaging leads and clients.

Common widget types include:

  • Calls by outcome or user.
  • Emails sent, opened, or replied.
  • Tasks created, completed, or overdue.
  • Pipelines and opportunities across stages.

You can add these widgets using a similar process to custom object widgets: choose the type, set the metric, define the date range, and apply filters.

Configuring Filters for GoHighLevel Activity Widgets

Filters help you refine what shows up in each widget so data stays relevant.

Typical filter options include:

  • Date range (created date, updated date, or activity date).
  • User or owner to see individual performance.
  • Pipeline, stage, or status.
  • Specific tags or custom fields.

Use filters to create focused views such as “Sales calls this week” or “New custom object records created this month.”

Working with Insights in GoHighLevel

The Insights section in GoHighLevel provides a structured way to analyze your account data using prebuilt templates and reports. It is especially useful when you want consistent reporting across sub-accounts without building every widget from scratch.

Insights can include:

  • Preconfigured dashboards for pipeline and revenue.
  • Standard activity reports for calls, emails, and tasks.
  • Summary metrics for overall account performance.

How to Use Insights Dashboards

  1. Open your GoHighLevel sub-account.
  2. Navigate to Dashboard > Insights.
  3. Select an existing Insight dashboard from the list.
  4. Review widgets, filters, and metrics provided by the template.

In many cases you can adjust date ranges or filters without changing the underlying template, which allows consistent comparison across weeks or months.

Best Practices for GoHighLevel Dashboard Design

To make your reporting easy to understand, follow these design tips when building dashboards in GoHighLevel.

Organize Widgets by Goal

Group widgets according to the business goal they support, for example:

  • Lead generation widgets at the top.
  • Sales pipeline widgets in the middle.
  • Retention and support widgets at the bottom.

This structure helps team members quickly find the information they need.

Use Clear Naming Conventions

Give each widget a name that clearly states what it measures, like:

  • “New Custom Object Records – Last 7 Days”
  • “Won Opportunities by Owner – This Month”
  • “Calls Completed – Last 30 Days”

Clear names make it easier to scan the dashboard and interpret the data.

Limit the Number of Widgets per Dashboard

A focused dashboard is easier to read. Instead of putting every metric on one view, consider:

  • A dashboard for executive overviews.
  • A dashboard for sales operations.
  • A dashboard for marketing performance.

Separate dashboards keep each page clean and fast to interpret.

Troubleshooting GoHighLevel Dashboard Widgets

If a widget is not showing the data you expect, try these checks:

  • Confirm you selected the correct object or activity type.
  • Review the date range to ensure it covers the period you need.
  • Check applied filters that might be excluding records.
  • Verify user or team permissions if some data is hidden.

Adjust the widget settings and refresh the dashboard to see updated results.

Where to Learn More About GoHighLevel Dashboards

For additional technical details and the latest updates on dashboards, custom object widgets, and Insights, review the official documentation here: GoHighLevel Dashboards, Custom Object Widgets and Insights.

If you want help designing scalable dashboards or integrating reporting with your broader operations strategy, you can also visit Consultevo for consulting and implementation resources.

By following the steps in this guide, you can configure GoHighLevel dashboards that surface the most important data from your CRM, custom objects, and activities, helping your team stay informed and make data-driven decisions.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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