How to Use Dashboard Summary AI in GoHighLevel
The Dashboard Summary AI in GoHighLevel gives you a fast overview of your account performance, similar to how ClickUp dashboards summarize tasks and workloads. This guide walks you step by step through accessing the dashboard, reading each widget, and using the AI Assistant to turn data into clear insights you can act on immediately.
What Is the GoHighLevel Dashboard Summary AI?
The Dashboard Summary AI is a data overview screen inside GoHighLevel that displays key metrics about your leads, opportunities, and revenue. It is designed to give you a quick summary of how your CRM and sales pipeline are performing without opening multiple reports or screens.
From a single page, you can:
- Check how many new leads are coming in.
- See the value of your open opportunities.
- Review won and lost revenue.
- Compare current performance against the previous period.
- Ask the AI Assistant questions about the data shown.
How to Access the GoHighLevel Dashboard Summary AI
To open the Dashboard Summary AI in GoHighLevel, follow these basic steps from your account:
- Log in to your GoHighLevel account with your usual credentials.
- From the left-hand navigation menu, go to the main Dashboard area.
- Locate the section labeled Dashboard Summary AI or the summary area at the top of your dashboard.
- Wait a few seconds while the system loads your latest metrics and AI summary.
Once loaded, you will see widgets that contain numeric values, trend indicators, and AI-generated text summaries.
Key Metrics Shown in the GoHighLevel Dashboard Summary AI
The Dashboard Summary AI in GoHighLevel is centered around the most important performance indicators from your account. The exact labels and fields may vary based on your pipeline configuration, but typically include:
New Leads and Contacts in GoHighLevel
This area shows how many new leads or contacts have been created in a specific period. You can usually filter by date range to see trends over time, such as:
- Number of new contacts added this week.
- Lead volume change compared to last week.
- Whether your lead generation is trending up or down.
Opportunities and Pipeline Value in GoHighLevel
The opportunities section summarizes the open deals in your pipelines. It may include:
- Total number of active opportunities.
- Total pipeline value based on your deal amounts.
- Average deal size and stage progress.
This helps you quickly understand how much potential revenue is currently in play inside GoHighLevel.
Won, Lost, and Closed Revenue
The Dashboard Summary AI also highlights outcomes, not only open deals. Common widgets show:
- Total revenue from won opportunities.
- Revenue lost from closed-lost deals.
- Changes in win rate over the selected period.
Use this data to see if your conversions are improving or if you need to adjust follow-up sequences and workflows.
How to Change the Time Period in GoHighLevel Dashboard Summary AI
To get more meaningful insights, you should adjust the date filter in the Dashboard Summary AI area of GoHighLevel. While exact labels can differ, the general process is:
- Look for a date picker or filter near the top of the dashboard.
- Select a range such as Today, Yesterday, This Week, This Month, or a custom range.
- Confirm your selection so the dashboard refreshes with the new period.
Changing the period updates all widgets and the AI summary so you can compare performance across time.
Using the AI Assistant Inside GoHighLevel Dashboard Summary
One of the most powerful features of the Dashboard Summary AI in GoHighLevel is the built-in AI Assistant that interprets your data in plain language. The Assistant can give you a narrative explanation of what is happening inside your account.
How to Open the AI Assistant
When you are on the Dashboard Summary AI screen in GoHighLevel, look for an AI or Assistant section. Then:
- Click the AI Assistant icon or button associated with the dashboard.
- Wait for the assistant to load the current dashboard data context.
- Review the automatically generated summary or prompt field.
Questions You Can Ask the AI Assistant
From the Dashboard Summary AI interface, you can typically ask questions like:
- “Why are my leads up or down this week?”
- “Summarize my current pipeline performance.”
- “What changed compared to last month?”
- “Which source is bringing the most new opportunities?”
The AI uses your GoHighLevel dashboard data to deliver concise, human-readable explanations that save you from manually analyzing each widget.
Practical Workflow Tips for GoHighLevel Users
To get the most out of the Dashboard Summary AI in GoHighLevel, build a short daily and weekly routine around it:
Daily Check-In
- Open the Dashboard Summary AI first thing in the morning.
- Confirm the time period is set to Today or This Week.
- Scan new leads and pipeline value to spot any major changes.
- Ask the AI Assistant for a quick overview of overnight activity.
Weekly Review
- Set the date filter to This Week or Last 7 Days.
- Compare won and lost revenue inside GoHighLevel.
- Review the AI-generated analysis to identify bottlenecks.
- Adjust campaigns, workflows, and automations based on what you discover.
Troubleshooting the GoHighLevel Dashboard Summary AI
If the Dashboard Summary AI in GoHighLevel does not show expected values or seems out of date, consider the following checks:
- Confirm the correct date range is selected.
- Verify that your pipelines and opportunities are assigned to the right account or sub-account.
- Make sure new leads are being added with the correct status and pipeline stage.
- Refresh the page to reload the latest data and AI summary.
If issues continue, refer to the official documentation from the source page at GoHighLevel Dashboard Summary AI Help or contact support.
Learn More Beyond the GoHighLevel Dashboard
The Dashboard Summary AI is only one part of your system setup. To go deeper into CRM strategy, automation design, and optimization around GoHighLevel, you can explore additional training and implementation guides from specialized resources such as Consultevo. Combining a strong dashboard routine with well-built workflows will help you turn your GoHighLevel data into predictable growth.
By consistently using the Dashboard Summary AI in GoHighLevel, adjusting your time filters, and leveraging the AI Assistant, you can quickly understand performance, spot trends, and make better decisions based on accurate, real-time metrics.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`