Using GoHighLevel Custom Fields in Dashboard Table Widgets

If you manage multiple workspaces in tools like ClickUp and want consistent reporting across client portals, learning how to use custom fields in GoHighLevel dashboard table widgets is essential. This guide walks you step by step through setting up and displaying custom data so your sub-account dashboards stay accurate and easy to read.

The instructions below are based on the official GoHighLevel documentation and focus on sub-account dashboards, table widgets, and how custom fields behave with different data sources.

What Are Custom Fields in GoHighLevel Dashboards?

Custom fields in GoHighLevel let you store additional, structured data about records such as contacts, opportunities, or other CRM objects. When added to dashboard table widgets, these fields help you display the exact metrics and attributes your agency or clients care about.

Instead of being limited to default system columns, you can:

• Track niche or client-specific attributes.
• Surface hidden CRM details directly on dashboards.
• Standardize reporting across sub-accounts.

Where GoHighLevel Custom Fields Can Be Used in Table Widgets

Custom fields can appear in table widgets across different dashboard types, but availability depends on the selected data source. In GoHighLevel, a table widget will only show custom fields that belong to the underlying object powering that widget.

For example:

• Contact-based widgets expose contact custom fields.
• Opportunity-based widgets expose opportunity custom fields.
• Other modules only expose fields that are native to that record type.

This behavior keeps your dashboards clean and ensures that only relevant fields appear as column options.

How Table Widgets Work in GoHighLevel Sub-Account Dashboards

Sub-account dashboard table widgets in GoHighLevel pull live data from CRM records and present it in a tabular layout. Each column in the widget represents either a default system field or a custom field.

When you configure a widget, you choose:

• The data source (for example: Contacts or Opportunities).
• The filter criteria to limit which records appear.
• The columns to display, including eligible custom fields.

Once configured, your widget updates automatically as records change, ensuring that custom fields always reflect the latest values.

Step-by-Step: Adding Custom Fields to a GoHighLevel Table Widget

Follow these steps to make custom fields visible in a sub-account dashboard table widget in GoHighLevel:

Step 1: Create or Confirm Your Custom Field

1. Open the relevant sub-account in GoHighLevel.
2. Navigate to the settings area where custom fields are managed for your desired object (such as Contacts or Opportunities).
3. Create a new custom field or confirm that the field you want already exists.
4. Assign the correct field type (text, number, date, etc.) based on the data you will store.

Only custom fields attached to the object used by your table widget will be available as columns later.

Step 2: Open the Sub-Account Dashboard

1. Go to the sub-account where you want to add the reporting widget.
2. Navigate to the Dashboard area.
3. Choose an existing dashboard or create a new one.

Make sure you have permission to edit dashboard layouts and widgets in that sub-account.

Step 3: Add a New Table Widget in GoHighLevel

1. Click the option to add a new widget on the dashboard canvas.
2. Select the Table widget type.
3. Give the widget a descriptive name so users understand what data it shows.

Naming your widget clearly helps distinguish dashboards when you have many GoHighLevel widgets across several sub-accounts.

Step 4: Choose the Correct Data Source

1. Inside the widget configuration panel, locate the Data Source or From field.
2. Select the object that matches where your custom field is stored (for example, Contacts if your custom field belongs to contacts).
3. Apply any filters or conditions to narrow down which records appear in the table.

This step is critical: if the data source does not match the object linked to your custom field, you will not see the field in the list of available columns.

Step 5: Add Custom Fields as Columns

1. Find the section of the widget editor where you manage Columns.
2. Click to add or edit columns.
3. Scroll through the list of standard and custom fields.
4. Select the custom fields that you want to display as table columns.
5. Reorder columns by dragging them into the desired sequence, if supported.

Only custom fields associated with the chosen data source appear here. Once selected, these fields become part of your table and will display for each matching record.

Step 6: Save and Review Your Widget

1. Click Save or Update to apply your changes.
2. Return to the dashboard view and confirm that the widget loads without errors.
3. Review the table to verify that each custom field column displays the correct values for the listed records.

If you do not see expected data, double-check:

• That the data source is correct.
• That records actually contain values in the custom field.
• That any filters are not hiding the records you expect.

Best Practices for GoHighLevel Custom Fields in Dashboards

To keep your GoHighLevel dashboards efficient and easy to understand, follow these best practices when using custom fields in table widgets:

• Limit columns per widget: Too many columns can make the widget hard to scan. Only keep fields that are truly needed for decision-making.
• Use clear field names: Rename custom fields (where allowed) with labels that make sense to end users, not just admins.
• Standardize across sub-accounts: When possible, use the same custom field structure across similar sub-accounts to simplify reporting.
• Test filters carefully: Filters that rely on custom fields should be tested with real data to ensure no records are unintentionally excluded.

Troubleshooting Custom Fields in GoHighLevel Table Widgets

If your custom field is not available or not showing data in a table widget, use this quick checklist:

• Confirm that the field is created under the correct object type.
• Verify that the widget data source matches that object.
• Check user permissions to ensure you can access the underlying records.
• Review filters to make sure no conditions hide records with data.
• Ensure sample records actually contain values in that custom field.

For more technical detail, you can review the official documentation for this feature on the GoHighLevel help center page on using custom fields in sub-account dashboard table widgets.

Scaling Agency Reporting with GoHighLevel

Custom fields in sub-account dashboard table widgets become especially powerful as your agency scales. With properly designed GoHighLevel dashboards, you can build repeatable reporting frameworks, onboard new clients faster, and give account managers consistent visibility into performance metrics.

If you need strategic help designing scalable dashboards, data structures, or automation architecture around GoHighLevel, you can explore expert consulting services at Consultevo.

By structuring your custom fields carefully and aligning each table widget to the correct data source, your sub-account dashboards will stay reliable, readable, and ready for client-facing reporting in GoHighLevel.

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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