GoHighLevel Subaccount Dashboard Guide

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How to View and Edit the Subaccount Dashboard Page in GoHighLevel

If you are moving from ClickUp or another platform and want a clear overview of each client workspace, the Subaccount Dashboard in GoHighLevel gives you a centralized place to monitor performance, pipelines, and activities. This guide explains how to open, understand, and customize the Subaccount Dashboard page so you can manage client accounts more efficiently.

Accessing the GoHighLevel Subaccount Dashboard

The Subaccount Dashboard is available inside each individual subaccount within your agency account. Follow these steps to access it:

  1. Log in to your GoHighLevel agency account.

  2. From the left navigation, click the Subaccounts or Accounts section.

  3. Select the specific subaccount you want to manage.

  4. Once inside the subaccount, click on the Dashboard option in the main navigation.

After completing these steps, you will land on the Subaccount Dashboard page, where you can view and edit key performance metrics and widgets.

Main Layout of the GoHighLevel Subaccount Dashboard

The Subaccount Dashboard in GoHighLevel is structured to show a quick snapshot of sales, marketing, and communication for each client. While the exact layout can vary depending on your plan and configuration, you will typically see:

  • A header section with filters and time ranges.

  • Cards or widgets displaying pipeline value, conversion rates, and lead stats.

  • Graphs that visualize opportunities over time.

  • Lists of recent activities and conversations.

The goal of this dashboard is to provide an instant understanding of how a subaccount is performing without needing to open multiple reports.

Key Metrics Available on the GoHighLevel Subaccount Dashboard

The metrics you see on the Subaccount Dashboard are pulled from forms, funnels, calendars, and pipelines configured in the subaccount. Common data points include:

  • Opportunities – Total number of active and new opportunities in the pipeline.

  • Pipeline Value – Monetary value of all open opportunities in the configured pipelines.

  • Conversion Rate – Percentage of opportunities that moved to a successful or closed-won stage.

  • New Leads – Number of new contacts added during the selected date range.

  • Appointments – Booked meetings or calls tied to the calendars in the subaccount.

  • Tasks or Activities – Recent follow-ups, notes, and actions logged in the CRM.

Understanding these metrics helps agencies quickly evaluate client campaigns and adjust strategy without leaving the GoHighLevel Subaccount Dashboard view.

Using Date Filters and Views in the GoHighLevel Dashboard

The top area of the Subaccount Dashboard typically includes filters that control the data shown on the page.

Selecting Date Ranges in the GoHighLevel Dashboard

To focus on a specific time period, adjust the date range filter:

  1. Locate the date range drop-down in the dashboard header.

  2. Choose from preset ranges such as Today, Last 7 Days, This Month, or Custom.

  3. When using a custom range, select your start and end dates and apply the filter.

All graphs and widgets will update according to the selected range, giving you a consistent snapshot of performance in GoHighLevel.

Filtering by Pipelines or Sources

In some setups, you may also be able to filter the dashboard by:

  • Specific pipelines.

  • Lead sources or campaigns.

  • Funnels or forms associated with the subaccount.

Using these filters allows you to isolate the performance of individual campaigns while staying inside the same Subaccount Dashboard page.

Editing Widgets on the GoHighLevel Subaccount Dashboard

Depending on your permissions and plan, you may have options to customize or edit parts of the dashboard layout.

Common Widget Controls in GoHighLevel

Widgets on the Subaccount Dashboard usually support the following interactions:

  • Refresh – Reload data for a specific widget.

  • Expand – View a larger version of a chart or list.

  • Configure – Change which pipeline, calendar, or data source feeds the widget (where available).

To edit a widget:

  1. Hover over the widget header or three-dot menu (if displayed).

  2. Select the option labeled Edit, Settings, or similar.

  3. Update the settings, such as the selected pipeline or date field.

  4. Save your changes to apply them to the Subaccount Dashboard.

Note: Exact options can vary by account type and by the latest GoHighLevel interface updates.

Understanding GoHighLevel Subaccount Dashboard Graphs

Graph components on the Subaccount Dashboard help visualize trends in the subaccount.

Opportunity and Revenue Graphs in GoHighLevel

Typical graphs may include:

  • Opportunities Over Time – Line or bar charts showing how many deals entered the pipeline over the selected range.

  • Pipeline Value Over Time – Visualization of how deal value has grown or decreased.

  • Conversion Trends – Graphs tracking how many opportunities moved to closed-won status.

You can interact with many of these charts by hovering or clicking data points to see exact values and dates, making it easier to understand performance inside GoHighLevel.

Monitoring Activity and Conversations in the GoHighLevel Dashboard

Beyond sales metrics, the Subaccount Dashboard may surface communication data.

Activity Feeds in GoHighLevel Subaccounts

Some layouts include an activity list or feed showing:

  • Recent calls or SMS conversations.

  • Recent emails sent or opened.

  • Notes added to contacts or opportunities.

  • Upcoming tasks or follow-ups.

This view helps teams quickly see what has been done for a client without drilling into each contact record.

Conversations Snapshots

In certain configurations, you may see snapshot counts for unread or open conversations. These can link to the conversations area of the subaccount, helping you quickly respond to leads and customers while staying informed from the Subaccount Dashboard.

Best Practices for Using the GoHighLevel Subaccount Dashboard

To get the most from the Subaccount Dashboard, follow these practical tips:

  • Standardize pipelines across subaccounts so widgets and graphs are comparable.

  • Set a default date range that matches your reporting cycle, such as weekly or monthly.

  • Train team members on how to read each metric and which filters to use.

  • Review dashboards regularly to catch performance issues early.

When you maintain consistent structures, you will find it easier to compare performance across multiple clients in GoHighLevel.

Where to Learn More About the GoHighLevel Subaccount Dashboard

For more visual detail about specific buttons and icons on the Subaccount Dashboard page, you can review the official GoHighLevel help documentation here: GoHighLevel Subaccount Dashboard Help.

If you need strategic guidance on implementing dashboards across many accounts or connecting reporting with your broader marketing operations, you can also consult with specialists at Consultevo.

By understanding how to view and edit the Subaccount Dashboard page, you can turn GoHighLevel into a powerful command center for each client, tracking revenue, leads, and activities from one organized, easy-to-read interface.

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