How to Create and Use Custom Metrics in GoHighLevel Dashboards

If you are moving from tools like ClickUp and want deeper, tailored reporting, GoHighLevel custom metrics let you design exactly what your dashboards display. This guide walks you through creating, managing, and using custom metrics for more meaningful reporting views.

What Are Custom Metrics in GoHighLevel?

Custom metrics in GoHighLevel are user-defined data points that you can add to your dashboard reports. Instead of relying only on default widgets, you can build metrics that reflect your specific goals, funnels, or client KPIs.

With custom metrics, you can:

• Track unique performance indicators not available by default
• Combine different fields into a single visual metric
• Customize what each dashboard or report highlights
• Standardize reporting across sub-accounts and teams

This flexibility makes GoHighLevel dashboards far more actionable for agencies and businesses managing multiple clients or complex pipelines.

Where Custom Metrics Appear in GoHighLevel

Before creating anything, it helps to know where your custom metrics will show up inside GoHighLevel.

• Dashboard Widgets: Add custom metrics as widgets to your main reporting dashboards.
• Analytics Views: Use them in analytics sections to compare performance over time.
• Client-Facing Reports: Build white-labeled reports with metrics that matter most to each client.

You manage everything from the reporting area, and once saved, your metrics are available across the GoHighLevel account that created them.

How to Create Custom Metrics in GoHighLevel

Follow these steps to build a new custom metric for your dashboard reports.

Step 1: Open the Reporting or Dashboard Area

1. Log in to your GoHighLevel account.
2. Navigate to the Dashboard or Reporting section, depending on your interface layout.
3. Locate the area where your current dashboard widgets and metrics are configured.

This is where you will add and manage new custom metrics.

Step 2: Start a New Custom Metric

1. Look for an option such as Add Metric, New Custom Metric, or a similar button within your dashboard configuration.
2. Click the button to open the custom metric creation panel.

The exact label may vary by version, but it will be in the same general reporting area of GoHighLevel.

Step 3: Name and Describe Your GoHighLevel Custom Metric

1. Enter a clear, descriptive Metric Name that matches the KPI you are tracking.
2. Optionally, add a Description so other users understand the purpose of the metric.
3. Choose the Metric Type (for example, count, sum, rate, percentage, or other available types in your GoHighLevel account).

Good naming helps keep GoHighLevel dashboards easy to read, especially when sharing with clients or teammates.

Step 4: Select the Data Source and Fields

1. Choose the data source for the metric, such as contacts, opportunities, pipelines, forms, or other available objects.
2. Select the field or fields the metric should use (for example, opportunity value, status, tags, or source).
3. Specify whether you want to filter by any criteria, such as pipeline stage, user, or lead source.

By combining filters and fields, GoHighLevel lets you refine exactly what your metric represents.

Step 5: Define Filters and Conditions

Most useful custom metrics narrow down data with filters. For instance, you may create metrics for:

• Leads in a specific pipeline stage
• Deals above a certain value
• Form submissions from a certain campaign
• Appointments created within a date range

1. Add the needed conditions (such as equals, contains, greater than, less than).
2. Combine multiple conditions with AND or OR logic, depending on your reporting needs.

Careful filtering helps your GoHighLevel dashboards surface only the most relevant data.

Step 6: Choose the Display Format

1. Select how the metric should display in your dashboard:

• Number
• Percentage
• Currency
• Chart (if supported, such as line or bar)

2. Configure any formatting details like decimal places, currency symbol, or time interval.
3. Preview the metric if the interface allows, ensuring the output matches your expectations.

The right format makes it easier for users to interpret the metric at a glance inside GoHighLevel.

Step 7: Save the Metric and Add It to the Dashboard

1. Click Save or Create Metric.
2. Return to your dashboard layout.
3. Locate the new custom metric in the widget or metric list.
4. Drag and drop, or otherwise place the metric, into your dashboard.
5. Resize and rearrange it to fit your reporting layout.

Once this is complete, your GoHighLevel dashboard will display the new custom metric alongside your existing widgets.

How to Use GoHighLevel Custom Metrics Effectively

Creating a metric is only the first step; using it strategically is what delivers value.

Align Metrics With Business Goals

Each custom metric should connect directly to a clear business objective. For example:

• Lead response time for sales teams
• Conversion rate per funnel step
• Revenue by pipeline stage
• Show-up rate for appointments

When configured this way, GoHighLevel dashboards become a live snapshot of progress toward your targets.

Group Related Metrics Together

In your GoHighLevel reporting views, group metrics by theme:

• Acquisition: new leads, form submissions, call tracking
• Engagement: email opens, SMS replies, pipeline movement
• Revenue: closed deals, average deal size, monthly totals

This structure makes it easier to diagnose which part of the funnel is performing and which needs attention.

Use Date Ranges and Comparisons

Most GoHighLevel dashboards allow you to apply date filters to your metrics. Use this to:

• Compare this week to last week
• Measure month-over-month trends
• Review quarter performance for clients

Pair custom metrics with consistent date ranges to keep your reporting reliable across periods.

Managing Existing Custom Metrics in GoHighLevel

Over time you may need to edit or delete custom metrics to keep your GoHighLevel dashboards clean and accurate.

Edit an Existing Metric

1. Open the Dashboard or Reporting area.
2. Find the metric in the list or on the dashboard.
3. Click the settings or edit icon for that metric.
4. Update the name, filters, data source, or display format.
5. Save your changes to refresh the dashboard.

Editing is useful when your tracking strategy evolves but you want to keep historical context.

Delete a Metric You No Longer Need

1. Locate the metric in your GoHighLevel dashboard.
2. Open its options menu.
3. Select Delete or similar.
4. Confirm the removal.

After deletion, the metric will no longer appear in your dashboards or metric lists, helping you avoid clutter and confusion.

Best Practices for GoHighLevel Dashboard Design

Custom metrics are most powerful when combined with thoughtful dashboard design.

• Limit each view to the most important KPIs.
• Place crucial metrics at the top or in larger widgets.
• Use consistent naming and formats across similar metrics.
• Test your dashboards with end users or clients to confirm clarity.

As your reporting needs grow, document your metric definitions so your team uses GoHighLevel consistently.

Resources and Further Learning

For additional technical details and examples on custom metrics, review the original GoHighLevel documentation here: GoHighLevel Custom Metrics Guide.

If you need strategic help designing dashboards, automations, or multi-account reporting around GoHighLevel, you can also explore consulting resources at Consultevo.

By combining precise custom metrics with thoughtful dashboard layouts, GoHighLevel becomes a powerful command center for your marketing, sales, and client reporting workflows.

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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