How to Add Insight Widgets to Your GoHighLevel Dashboard
Using GoHighLevel alongside tools like ClickUp can dramatically streamline your reporting workflow, especially when you know how to add insight widgets from key pages directly to your dashboard. This guide walks you through the full process step by step so you can quickly surface the data that matters most.
By pinning frequently used reports and insights, you reduce time spent navigating multiple menus and keep critical performance metrics in a single, easy-to-scan view.
What Are Insight Widgets in GoHighLevel?
Insight widgets in GoHighLevel are small, configurable report blocks that display metrics and analytics from various key pages inside your account. Instead of opening each report every time, you can pin these widgets to your dashboard for instant visibility.
Typical examples of insight widgets include:
- Pipeline and opportunity performance metrics
- Funnel and website conversion data
- Campaign and workflow performance insights
- Revenue, bookings, and contact activity trends
Each widget is interactive and can usually take you back to the original key page for deeper analysis when needed.
Where You Can Add GoHighLevel Insight Widgets From
You can add insight widgets to your GoHighLevel dashboard from a variety of key pages, depending on the reports and modules you use most. While the exact available widgets depend on your account setup and permissions, the general locations include:
- Analytics and reporting pages
- Funnels and websites reporting views
- Opportunities and pipelines performance pages
- Specific marketing or automation insight screens
The core concept is the same: when you see a report with an insights area, you can typically add that panel as a dashboard widget.
How to Add Insight Widgets to Your GoHighLevel Dashboard
Follow these steps to add an insight widget from a key page to your main GoHighLevel dashboard:
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Open the key page
Navigate to the section where the report or insight you want is located. For example, open your analytics, funnels, or opportunities page that contains the insights you need. -
Locate the insights area
On the key page, find the specific insights panel or widget that displays the data you want to see on your dashboard. This is usually a box or card with charts, numbers, or summary metrics. -
Click the Add to Dashboard option
In or near the insights panel, look for an option such as “Add to Dashboard”, a pin icon, or a similar button provided by GoHighLevel. Click this action to start adding the widget. -
Choose your destination dashboard
If your account has multiple dashboards, you may be prompted to select which dashboard should receive the widget. Choose the most relevant one, such as your main reporting dashboard or a specific team dashboard. -
Confirm the widget name and settings
Some insights may allow you to adjust the widget title or a few display preferences. Confirm or edit the name so it is easy to identify when you view your dashboard. -
Save and verify on the dashboard
After confirming, navigate back to your GoHighLevel dashboard to verify that the widget appears. You should now see the new insight widget displaying the same data you saw on the original key page.
Customizing GoHighLevel Insight Widgets on the Dashboard
Once your widgets are added, you can customize how they appear on your GoHighLevel dashboard to match your workflow. Common customization options include:
- Reordering widgets by dragging and dropping them into your preferred layout
- Resizing widgets where supported, to give more space to critical insights
- Renaming widgets so that each one clearly reflects the metric or source page
- Grouping widgets visually by placing related metrics near each other
These adjustments help ensure the most important GoHighLevel insights are always visible at a glance and align with your reporting priorities.
How to Remove or Manage GoHighLevel Dashboard Widgets
If a particular insight is no longer relevant, you can remove or manage widgets directly from your GoHighLevel dashboard.
Removing a GoHighLevel Insight Widget
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Open your dashboard
Go to the dashboard where the widget is currently pinned. -
Identify the widget
Locate the insight widget you want to remove. Check the title to confirm it is the correct one. -
Use the widget menu
Click the widget’s options menu (often represented by three dots or a gear icon). -
Select the remove option
Choose the option like “Remove from Dashboard” or “Delete Widget” as provided by the GoHighLevel interface. -
Confirm removal
Confirm the action if prompted. The widget will be removed from your dashboard while leaving the original report or key page intact.
Editing an Existing GoHighLevel Insight Widget
Instead of removing a widget, you may want to edit its label or position:
- Open the widget options menu.
- Change the title to something more descriptive, if an edit option is provided.
- Drag and drop the widget to a new location on the dashboard.
- Adjust size or layout settings where supported.
This allows you to continuously refine your GoHighLevel dashboard as your reporting needs evolve.
Best Practices for Using GoHighLevel Insight Widgets
To get the most out of your insight widgets, consider the following best practices:
- Start with your core KPIs – Pin insights that track revenue, conversions, and lead flow first.
- Avoid clutter – Limit your dashboard to the widgets you check daily or weekly.
- Use clear naming – Rename widgets so anyone on your team understands what the data represents.
- Review regularly – Remove or update widgets when campaigns, funnels, or pipelines change.
Following these guidelines ensures your GoHighLevel dashboard remains actionable and easy to read.
Additional GoHighLevel Resources
For more details and the latest interface references, you can review the original help documentation provided by the platform here: official GoHighLevel support article on insight widgets.
If you want expert implementation help, automation strategy, or custom dashboard design, you can also work with a dedicated consulting partner such as Consultevo, which specializes in CRM, automation, and analytics workflows.
By learning how to add, manage, and optimize insight widgets, you turn your GoHighLevel dashboard into a focused control center that surfaces the exact metrics you need to make faster, more informed 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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