GoHighLevel Payments Widget Dashboard Guide
The GoHighLevel payments widget dashboard gives you a simple, centralized way to monitor your agency and sub-account transactions, even if you also work in tools like ClickUp for project management. This how-to guide walks you through what each card, chart, and list shows so you can quickly understand your revenue, fees, and disputes.
All information in this guide is based on the official GoHighLevel payments widget dashboard documentation and is designed to help agency admins and team members interpret financial data at a glance.
What the GoHighLevel Payments Widget Dashboard Shows
The payments widget in GoHighLevel provides a high-level view of financial performance across connected sub-accounts. It summarizes:
- Total transaction volume
- Successful and failed payments
- Refunds and disputes
- Breakdown by card brand
- Breakdown by payment method
- Revenue per sub-account
All data comes from the integrated payment processors connected to your GoHighLevel account, giving you a near real-time financial snapshot.
Accessing the GoHighLevel Payments Widget
The payments widget dashboard is part of the agency-level view in GoHighLevel. While the exact navigation may change, you typically find it in the payments or reporting section at the agency level. From there, the widget displays aggregated data from all connected sub-accounts that process payments through the platform.
Once opened, you will see several cards and visual components, each explaining different facets of payment activity.
Understanding the Main Cards in GoHighLevel
The top section of the payments widget in GoHighLevel contains key cards that summarize performance over a selected date range.
Total Volume Card in GoHighLevel
The total volume card displays the combined amount of all processed payments for the chosen time period. This includes successful and failed payments, as well as transactions that may later be refunded or disputed.
Use this card to quickly see how much revenue is moving through your connected sub-accounts over days, weeks, or months.
Successful vs Failed Payments
Two additional cards help you understand payment outcomes:
- Successful Payments: The total volume and count of transactions that were processed successfully.
- Failed Payments: The total volume and count of transactions that did not complete, such as declined cards or processing errors.
Monitoring these numbers in GoHighLevel allows you to spot patterns like growing failure rates that might require investigation or optimization.
Refunds and Disputes Overview
The payments widget also includes cards for:
- Refunds: The total volume and number of transactions that have been refunded in the selected period.
- Disputes: The total volume and number of chargebacks or disputes initiated by customers.
These metrics are vital for tracking revenue retention and customer satisfaction across your GoHighLevel sub-accounts.
Chart View: GoHighLevel Revenue Trends
Below the summary cards, the payments widget dashboard usually presents a timeline chart. This chart shows how payment volume changes across the selected date range.
Typical insights from this chart include:
- Daily or weekly spikes in successful payments
- Trends in failed transactions over time
- Comparisons of volumes within different periods
By using this chart in GoHighLevel, you can quickly identify high-performing days, seasonal patterns, or sudden drops that need attention.
Card Brand Breakdown in GoHighLevel
The dashboard includes a section that breaks down payments by card brand. This view summarizes the volume and count for brands such as:
- Visa
- Mastercard
- American Express
- Other supported card brands
From this data, you can see which card brands your customers use most frequently when paying through GoHighLevel, helping you understand customer preferences.
Payment Method Breakdown in GoHighLevel
Another section shows payment volume by method. Depending on your payment processor configuration, you may see:
- Card payments
- Bank debits or ACH (where supported)
- Other enabled payment methods
This overview helps you understand how customers prefer to pay within your GoHighLevel system and where it may be useful to enable or promote additional methods.
Sub-Account Breakdown in GoHighLevel
The payments widget dashboard provides a powerful breakdown by sub-account, allowing agency owners to compare performance across different locations or brands hosted in GoHighLevel.
Top-Performing Sub-Accounts
In the sub-account list, you typically see each sub-account’s:
- Total processed volume
- Number of successful payments
- Number of failed payments
- Refund and dispute counts
This lets you identify which sub-accounts contribute the most revenue and which might be struggling.
Using the Sub-Account View for Decisions
With the sub-account breakdown in GoHighLevel, you can:
- Spot sub-accounts with high dispute rates
- Identify locations with unusually high refund volumes
- Compare payment success rates across all sub-accounts
These insights can guide decisions about training, support, and marketing strategy for each sub-account.
Filtering and Time Range in GoHighLevel
The payments widget typically includes options to change the date range. While specifics can vary, common time filters include:
- Today or yesterday
- Last 7 days
- Last 30 days
- Custom date ranges
Adjusting the range allows you to focus on recent activity or review longer-term trends in GoHighLevel. When you change the date range, all cards and charts refresh to reflect the new period.
Best Practices for Using the GoHighLevel Payments Widget
To get the most value from the payments widget dashboard, follow these best practices:
- Check it regularly: Review the dashboard at least weekly to catch issues early.
- Compare date ranges: Look at this week versus last week or this month versus last month.
- Watch dispute levels: High disputes can signal product, billing, or communication problems.
- Monitor failed payments: A rise in failures may indicate processing issues or incorrect settings.
- Review sub-account differences: Use the sub-account breakdown to find best performers and areas that need help.
Where to Learn More About GoHighLevel Payments
For the most detailed and up-to-date explanations of every field and card in the payments widget, review the official documentation here: GoHighLevel Payments Widget Dashboard Help Article.
If you need strategic help implementing systems, automations, or reporting around the GoHighLevel payments dashboard, you can also consult specialists and resources provided by agencies such as Consultevo.
Summary
The payments widget dashboard in GoHighLevel consolidates the most important financial metrics for your agency and sub-accounts into one view. By understanding total volume, successes, failures, refunds, disputes, and breakdowns by card brand, payment method, and sub-account, you gain the visibility needed to make informed business decisions and maintain healthy revenue streams.
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