Clone Dashboards in GoHighLevel

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How to Clone a Subaccount Dashboard in GoHighLevel

If you manage multiple client workspaces in tools like ClickUp and want the same efficiency in your CRM, learning how to clone a subaccount dashboard in GoHighLevel will save you time and keep reporting consistent across accounts. This guide walks you step by step through the cloning process inside the dashboard builder.

Cloning a dashboard lets you reuse the same layout, widgets, and metrics for other subaccounts without rebuilding everything from scratch. It is especially useful for agencies standardizing their reporting views.

Why Clone Dashboards in GoHighLevel

Before diving into the steps, it helps to understand why cloning dashboards in GoHighLevel is such a powerful feature for agencies and in-house marketing teams.

  • Consistency: Maintain the same reporting structure across all client subaccounts.
  • Speed: Launch a complete dashboard for a new client in just a few clicks.
  • Accuracy: Reduce configuration mistakes by starting with a proven dashboard template.
  • Scalability: Standardize how your team views performance data across every GoHighLevel subaccount.

Instead of manually recreating every widget and filter, you can simply clone a working dashboard and make small adjustments where needed.

Prerequisites for Cloning in GoHighLevel

To clone a subaccount dashboard in GoHighLevel, make sure the following conditions are met:

  • You have access to the Agency level or appropriate admin permissions.
  • The dashboard you want to clone has already been created in a subaccount.
  • You are familiar with navigating to the dashboard area inside the subaccount.

Once these basics are in place, you are ready to start cloning dashboards between or within subaccounts.

Step-by-Step: Clone a Subaccount Dashboard in GoHighLevel

Follow these detailed steps to clone a dashboard from an existing subaccount in GoHighLevel. The steps mirror the behavior shown in the original support documentation, adapted into a clean, easy-to-follow workflow.

Step 1: Open the Target Subaccount in GoHighLevel

  1. Log in to your Agency account.
  2. From the agency view, open the Subaccounts list.
  3. Select the subaccount that contains the dashboard you want to clone.

You must be inside the correct subaccount before you can access or duplicate its dashboards.

Step 2: Navigate to the Dashboard Area

  1. Inside the chosen subaccount, look for the Dashboard section in the left-hand menu.
  2. Click Dashboard to load the analytics view.
  3. If multiple dashboards are available, choose the specific dashboard you plan to clone.

The dashboard panel will display all widgets and metrics currently configured for that subaccount.

Step 3: Access the Dashboard Settings Menu

  1. Locate the dashboard title at the top of the screen.
  2. Next to the title, open the options or settings menu (usually represented by an icon such as three dots or a settings gear).
  3. In the dropdown menu, look for an option related to Clone or Duplicate.

This options menu is where you manage dashboard-level actions in GoHighLevel, including cloning.

Step 4: Choose the Clone Dashboard Option

  1. Click the Clone Dashboard (or similarly named) option in the menu.
  2. A dialog or sidebar may appear asking for details about the clone.
  3. Confirm that you want to copy the current dashboard layout and widgets.

The clone function creates a new dashboard based on the existing configuration, preserving the structure you already tested.

Step 5: Configure the New Cloned Dashboard

  1. Enter a clear name for the cloned dashboard so your team can recognize it easily.
  2. Optionally, select whether the clone should stay in the same subaccount or be associated with another subaccount (if that option is presented).
  3. Review any available settings such as:
  • Who can access the cloned dashboard.
  • Default date range or filters.
  • Visibility or sharing preferences.

Adjust these settings to match how you plan to use the new dashboard in GoHighLevel.

Step 6: Save and Review the Cloned Dashboard

  1. Click Save or Clone to finalize the process.
  2. Once saved, locate the new dashboard in the dashboard list.
  3. Open the cloned dashboard and verify that:
  • All widgets are present.
  • Metrics and charts display data correctly.
  • Filters and date ranges are configured as expected.

If something looks off, you can edit individual widgets in the cloned dashboard without affecting the original one.

Best Practices for Cloned Dashboards in GoHighLevel

After you clone a dashboard, use the following best practices to keep things clean, scalable, and easy for your team to manage:

  • Use Naming Conventions: Add client names, funnels, or campaign tags to each cloned dashboard title.
  • Standardize Widgets: Decide on a default set of widgets your agency will always include for each subaccount.
  • Document Layouts: Keep a short SOP that describes what each standard GoHighLevel dashboard should contain.
  • Limit Edits: Encourage team members to edit cloned dashboards only when necessary to preserve consistency.

When you follow these guidelines, cloning becomes the foundation of a repeatable reporting process across all your GoHighLevel subaccounts.

Troubleshooting Dashboard Cloning in GoHighLevel

If cloning does not work as expected, review the following common issues:

  • Permissions: Ensure your user role has permission to manage dashboards in the subaccount.
  • Wrong Subaccount: Verify that you are in the correct subaccount before attempting to clone.
  • Missing Option: If the clone option is not visible, the feature may be restricted to certain plan levels or roles.
  • Widget Errors: If widgets fail to load after cloning, re-check data sources and filters for each widget.

For a visual walkthrough and the most current interface details, you can refer to the official help documentation from the platform.

Official GoHighLevel Documentation and Helpful Resources

To see the original instructions and screenshots for this feature, visit the official support article: How to Clone a Subaccount Dashboard. The platform may update the user interface periodically, so checking the latest version there is recommended.

If you need broader strategy support for using GoHighLevel in an agency environment, including dashboards, automations, and CRM structure, you can explore implementation and consulting resources at Consultevo.

Summary: Faster Reporting with GoHighLevel Dashboard Clones

Cloning subaccount dashboards in GoHighLevel allows you to roll out consistent reporting views across clients in a fraction of the time required to build each one manually. By navigating into the correct subaccount, opening the dashboard settings, selecting the clone option, and customizing the new copy, you can streamline onboarding and maintain standardized analytics for every client. Adopting clear naming conventions and permissions ensures your cloned dashboards remain organized and useful for your entire team.

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