How to Duplicate a Dashboard to Another Sub-Account in GoHighLevel
If you manage multiple workspaces across tools like ClickUp and GoHighLevel, keeping analytics consistent is essential. In GoHighLevel, you can quickly duplicate an existing dashboard from one sub-account to another so you do not have to rebuild it from scratch. This guide walks you through every step of the process.
Why Duplicate Dashboards in GoHighLevel
Duplicating dashboards in GoHighLevel helps you standardize reporting across different locations, clients, or brands while saving setup time.
Common reasons to duplicate a dashboard include:
- Rolling out a proven analytics layout to a new client account.
- Keeping KPIs consistent across multiple locations.
- Testing dashboard changes in one sub-account before reusing them in others.
- Reducing manual setup and configuration work.
Prerequisites for Using GoHighLevel Dashboard Duplication
Before you start, make sure you meet these requirements in GoHighLevel:
- You have admin or appropriate permissions on the source sub-account.
- You have access to the target sub-account(s) where the dashboard will be duplicated.
- The account has dashboards already created in the Analytics section.
If you are setting up a full agency framework with standardized dashboards and automations, you may also want to review broader configuration strategies from optimization specialists at Consultevo.
Step-by-Step: Duplicate a Dashboard in GoHighLevel
Follow these steps closely to duplicate an existing dashboard from one sub-account to another in GoHighLevel.
Step 1: Open the Analytics Section in GoHighLevel
- Log in to your GoHighLevel account.
- From the left-hand menu of the sub-account, click on Analytics.
- Within Analytics, open the dashboard you want to duplicate.
You must be inside the specific dashboard view to access the duplication options.
Step 2: Access the Dashboard Menu
- On the top-right corner of the dashboard, locate the three-dot (⋮) menu.
- Click the three dots to open the dashboard options.
This menu contains options related to dashboard management, including duplication.
Step 3: Select the Duplicate Option
- In the dropdown menu that appears, click Duplicate.
This will open a new settings panel where you can configure how and where your GoHighLevel dashboard will be duplicated.
Step 4: Choose the Target Sub-Account in GoHighLevel
- In the duplication panel, look for the field that lets you select a Sub-Account.
- Click the dropdown list.
- Select the sub-account where you want to send the duplicated dashboard.
Only sub-accounts you have access to will be available for selection. Make sure you choose the correct destination, especially if you manage several GoHighLevel accounts.
Step 5: Decide Where the Dashboard Will Appear
Next, you can control how visible the new dashboard will be inside the target sub-account.
Two main options are available:
- Display on Dashboard: When enabled, the duplicated dashboard will appear in the main list of dashboards for that sub-account.
- Display on Sidebar: When enabled, the duplicated dashboard will also be accessible directly from the sidebar navigation for quick access.
Enable one or both options depending on how frequently the new dashboard will be used.
Step 6: Configure Advanced Options in GoHighLevel
The duplication panel also lets you fine-tune how the dashboard is created in the target sub-account. Typical advanced options can include:
- Keeping or modifying the dashboard name.
- Adjusting which users or roles can access the dashboard after duplication.
- Confirming which widgets or data sources are copied over.
Review these settings carefully to ensure the duplicated dashboard works as expected for the new sub-account.
Step 7: Confirm and Duplicate the Dashboard
- Double-check that you selected the correct target sub-account.
- Verify your display and advanced options.
- Click the button to Duplicate or Save the dashboard configuration (as indicated in the GoHighLevel interface).
After a short moment, the dashboard should appear inside the selected sub-account according to the display options you chose.
Troubleshooting GoHighLevel Dashboard Duplication
If your dashboard does not appear as expected in GoHighLevel after duplication, consider the following checks:
- Permissions: Make sure your user role has access to both the source and target sub-accounts.
- Sidebar visibility: Confirm that the Display on Sidebar option was enabled if you expect to see it in the left navigation.
- Dashboard filters: Some widgets may rely on filters or data that differ between sub-accounts; review and adjust them as needed.
If the duplication option is missing or disabled, it may be due to account-level limitations or role restrictions. Check with your agency admin for updated permissions in GoHighLevel.
Best Practices for Managing Dashboards in GoHighLevel
To keep your reporting structure clean and scalable across many sub-accounts in GoHighLevel, follow these best practices:
- Create a master template: Build one master dashboard in a dedicated template or internal sub-account, then duplicate it as needed.
- Use consistent naming: Include client name, location, or purpose in the dashboard title (for example, “Client A – Lead Funnel Overview”).
- Review widgets after duplication: Ensure pipelines, calendars, and other data sources are connected to the correct assets in the new sub-account.
- Limit unnecessary duplicates: Periodically audit dashboards to remove outdated or unused copies.
Learn More About GoHighLevel Dashboard Features
For additional technical details, UI changes, or updated behavior of dashboard duplication, always refer to the official support documentation.
You can view the original help article used as the basis for this guide here: How to duplicate a dashboard to another sub-account.
By following the steps above and keeping a clear structure for your analytics, you can use GoHighLevel dashboards as a powerful, reusable reporting framework across all your sub-accounts.
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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