How to Create Dashboard Templates in GoHighLevel

If you are moving from ClickUp or any other platform and need standardized reporting, GoHighLevel makes it easy to build reusable dashboard templates that you can apply across sub-accounts. This step-by-step guide shows you how to create, save, and manage dashboard templates so your team sees consistent metrics every time.

By following the process below, you can design master dashboards once and reuse them for clients, locations, or internal teams without rebuilding widgets from scratch.

Why Use GoHighLevel Dashboard Templates

Dashboard templates in GoHighLevel let you design a layout of widgets and reuse it anywhere. Instead of manually configuring dashboards in each sub-account, you can:

Standardize which KPIs and widgets are shown.
Quickly roll out new dashboards at scale.
Save time when onboarding new clients.
Ensure consistent analytics across locations.

Templates are especially helpful for agencies that manage many sub-accounts and want uniform reporting.

Accessing the Dashboard Area in GoHighLevel

To create templates, you first need to access the main dashboard inside your account.

Log in to your GoHighLevel account with appropriate permissions.
From the left-side navigation menu, click on Dashboard.
Verify you are viewing the dashboard where you want to design your core layout before saving it as a template.

Any widgets and sections that you configure here can be captured into a template later in the process.

Creating Your Dashboard Layout Before Saving a Template

Before you click the template options, you should configure the dashboard exactly the way you want it to appear for other users or sub-accounts.

Configure Widgets in GoHighLevel

On the main dashboard screen you can customize widgets to match your reporting needs:

Add new widgets for key metrics, such as leads, opportunities, or revenue.
Arrange widgets into rows or columns to match your preferred layout.
Edit widget filters to show data for specific time ranges or pipelines.
Remove any default widgets you do not want in your template.

Take time to finalize the layout. The current configuration of widgets and sections is what will be captured when you save a dashboard template in GoHighLevel.

Check Sections and Filters

In addition to widgets, verify that any dashboard-level filters or sections are set correctly:

Confirm default date ranges.
Check which pipelines, users, or locations are selected.
Ensure the layout reflects how most users should view their data.

Once the dashboard looks the way you want your template to appear, you are ready to open the template controls.

Opening the Template Options in GoHighLevel

GoHighLevel provides a dedicated template control inside the dashboard so you can save and manage templates without leaving the page.

On the top-right of the dashboard screen, locate the Template button or dropdown.
Click this control to open the template panel and see all available options.
Here you can select existing templates or create a brand-new dashboard template based on your current layout.

The template panel is where you will save your existing design and later apply templates to other dashboards or sub-accounts.

How to Create a New GoHighLevel Dashboard Template

After configuring your preferred dashboard layout, you can save it as a reusable template.

With the dashboard open, click the Template button.
Select the option such as Save as Template or Create Template (wording may vary slightly based on the interface version).
In the template dialog window, enter a descriptive Template Name, for example, “Agency Sales Overview” or “Standard Client Reporting”.
Add a brief description so your team understands when to use this GoHighLevel dashboard template, such as which type of client or department it is designed for.
Confirm the settings and click Save to create your dashboard template.

Your new template is now saved and will appear in the template list inside the dashboard template panel.

Applying Dashboard Templates in GoHighLevel

Once a dashboard template is created, you can apply it to other dashboards or sub-accounts to replicate the layout.

Select a GoHighLevel Template for a Dashboard

Navigate to the dashboard where you want to apply an existing template.
Click the Template button in the top-right corner.
From the list of saved templates, select the template you want to use.
Confirm that you want to apply the chosen template to the current dashboard.

After applying the template, the dashboard will update to match the saved layout, including widgets and sections defined in that GoHighLevel template.

Considerations When Applying Templates

When you apply a dashboard template, keep the following in mind:

Existing widgets may be replaced or rearranged according to the template.
Local filters may still be adjusted if needed for specific sub-accounts.
The template controls layout and widget structure, but data is always specific to each account.

This makes it easy to maintain a standard design while still having unique data per client or location.

Managing and Updating GoHighLevel Dashboard Templates

Over time, you may need to refine your templates as your reporting strategy changes.

Update a Dashboard Then Re-Save

Open a dashboard already using a template.
Modify widgets, change the layout, or adjust sections as needed.
Click Template again and either overwrite the existing template (if supported) or save the updated layout as a new template.

Renaming templates and using detailed descriptions helps your team distinguish between old and new versions.

Organize Templates for Different Use Cases

For best results, create separate GoHighLevel dashboard templates for each major use case, such as:

Lead generation clients.
Local business reporting.
Internal sales teams.
Executive summary dashboards.

This organization ensures each sub-account gets the most relevant layout without unnecessary widgets.

Troubleshooting GoHighLevel Dashboard Templates

If your templates do not appear or do not apply correctly, check a few common issues:

Verify you are working in the correct workspace or sub-account.
Confirm your user role has permission to view and manage dashboard templates.
Refresh the page after saving a new template to see it in the list.
Ensure that any browser extensions are not blocking interface elements.

For the most accurate and updated behavior, always refer to the official GoHighLevel documentation for dashboard templates, available at this support article.

Next Steps and Additional Resources

After standardizing your dashboards with templates, you can further streamline operations by integrating other features and automation strategies alongside your GoHighLevel reporting.

If you want expert help with GoHighLevel strategy, automation, and implementation, you can explore additional resources and services at Consultevo.

By carefully designing and maintaining dashboard templates, your agency or business can ensure consistent, scalable reporting throughout your entire GoHighLevel environment.

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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