How to Create and Add Dashboard Widgets in GoHighLevel

If you use ClickUp to manage tasks and GoHighLevel to handle marketing, you can streamline reporting by setting up clear dashboard widgets. This guide explains step-by-step how to create and add dashboard widgets inside GoHighLevel so you can quickly monitor performance metrics across your agency accounts or locations.

Following these steps, you will learn how to:

• Access the main dashboard area
• Add new widgets to an existing dashboard
• Customize widget size and layout
• Remove widgets you no longer need

The instructions below are based on the official GoHighLevel help article and have been rewritten for clarity and SEO optimization.

Accessing the GoHighLevel Dashboard

Before you create widgets, you need to open the main dashboard in your GoHighLevel account.

1. Log in to your GoHighLevel account with an admin or user profile that has dashboard access.

2. From the left navigation menu, click on Dashboard. This opens the primary analytics and reporting area for the current account or location.

Once the dashboard is open, you are ready to add new widgets or edit existing ones.

Adding New Dashboard Widgets in GoHighLevel

The platform allows you to add multiple widgets so you can visualize important metrics such as leads, opportunities, revenue, or appointments in GoHighLevel.

1. Inside the dashboard, look for an Add Widget or similar button (often near the top-right area of the dashboard panel).

2. Click Add Widget to open the widget selection panel.

3. Browse the available widget types. Common options include:

   • Lead or contact statistics
   • Pipeline and opportunity data
   • Revenue or sales performance
   • Appointment and booking summaries
   • Task and workflow metrics from your GoHighLevel automations

4. Select the widget type that best matches the data you want to display.

5. Confirm your selection to place the widget on the dashboard.

After adding, the widget appears on your GoHighLevel dashboard in the default position and size, which you can adjust as needed.

Customizing Widget Layout in GoHighLevel

Once a widget is added, you may want to change its size or position so the most important metrics remain visible at a glance.

Resize GoHighLevel Dashboard Widgets

1. Hover your cursor over the edge or corner of the widget card.

2. When the resize handle appears, click and drag to increase or decrease the widget’s width or height.

3. Release the mouse button when the widget reaches the desired size.

Resizing lets you give more space to key performance charts while minimizing less critical blocks.

Rearrange Widgets in Your GoHighLevel Dashboard

1. Move your cursor over the header area of the widget you want to reposition.

2. Click, hold, and drag the widget to a new spot on the dashboard grid.

3. Drop the widget where you want it to appear. The surrounding widgets adjust automatically.

Using drag-and-drop, you can design a visual layout that highlights the most important GoHighLevel metrics for your team.

Configuring Widget Data and Filters in GoHighLevel

Many widgets support customizable filters so you can refine which data appears on your dashboard.

1. Open the widget’s settings or options menu. This is usually represented by an icon such as a gear or three dots in the corner of the widget.

2. Adjust parameters such as:

   • Date range (e.g., today, this week, this month, custom range)
   • Pipeline or stage filters
   • User or team ownership filters
   • Location or sub-account selection

3. Apply the filters to update the widget’s displayed information.

By tailoring filters, you can build focused dashboards in GoHighLevel that highlight only the metrics relevant to each specific team or location.

Removing Dashboard Widgets in GoHighLevel

Over time, reporting needs change. You can remove widgets that are no longer useful to keep your GoHighLevel dashboard clean and easy to scan.

1. Locate the widget you want to delete.

2. Click the options or settings icon on that widget (often three dots or a similar menu icon).

3. Select Delete or Remove Widget from the dropdown menu.

4. Confirm the deletion if prompted.

Once removed, the widget disappears from the dashboard, and you can always add a new one later if needed.

Best Practices for GoHighLevel Dashboard Widgets

To get the most value from your reporting, follow these best practices when organizing your GoHighLevel dashboard:

• Prioritize top metrics: Place your most important KPIs in the top row (for example, leads, revenue, or pipeline value).
• Group related widgets: Keep similar metrics together, such as all appointment widgets in one column and all sales widgets in another.
• Use clear date ranges: Make sure each widget’s date range is obvious to prevent misreading trends.
• Limit clutter: Only keep widgets that your team actively reviews. Remove outdated or rarely used panels.
• Create role-based views: Build different dashboards for sales reps, managers, or agency owners using GoHighLevel’s accounts and locations.

Additional GoHighLevel Resources

For the original reference material on creating and adding dashboard widgets, review the official help article here: GoHighLevel dashboard widgets tutorial.

If you need expert consulting on automation strategy, reporting setup, or broader CRM optimization around GoHighLevel, you can explore professional services at Consultevo.

Summary

By learning how to add, resize, rearrange, filter, and remove dashboard widgets, you can transform GoHighLevel into a powerful, at-a-glance reporting hub for your business. Use the steps in this guide to configure dashboards that match your workflow and keep your key marketing and sales metrics visible at all times.

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