Quick Filters in GoHighLevel

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Quick Filters in GoHighLevel Dashboards

Reporting in modern CRMs can feel as complex as managing ClickUp boards, but mastering quick filters in GoHighLevel dashboards makes tracking performance simple and fast. This guide explains how to use quick filters to adjust user views, teams, dates, and funnels directly from your dashboard.

By the end, you will know exactly how to configure and apply dashboard filters so you can drill into the right data without rebuilding reports every time.

What Are Quick Filters in GoHighLevel Dashboards?

Quick filters in GoHighLevel dashboards are controls at the top of a dashboard that let you change the context of your reports with just a few clicks. Instead of editing every widget, you can set high-level filters that apply to all compatible widgets at once.

These filters are especially useful when you need to:

  • Switch between individual users or teams.
  • Compare different time periods.
  • Focus on a specific funnel or pipeline.
  • View performance for a particular location.

The quick filters you see depend on which GoHighLevel dashboard you are viewing and how it is configured.

Where Quick Filters Appear in GoHighLevel

Most default analytics and reporting views inside GoHighLevel include a filters bar across the top of the dashboard. When filters are available for that view, you will see dropdowns such as:

  • User
  • Team
  • Funnels
  • Date Range
  • Location

Each selected filter instantly recalculates the widgets that support that filter type.

Types of GoHighLevel Quick Filters

Not every dashboard uses the same filter set, but the most common GoHighLevel quick filters include the following options.

User Filter in GoHighLevel Dashboards

The user filter lets you narrow dashboard results to one specific user or compare multiple users. This is useful when you want to evaluate the performance of sales reps, account managers, or other team members.

Depending on the dashboard setup, you may see options such as:

  • All Users – Shows combined metrics for every user.
  • Single User – Focuses on calls, opportunities, or tasks owned by one user.
  • Multiple Users – Some dashboards allow you to select more than one user for side‑by‑side insights.

Team Filter in GoHighLevel Dashboards

If your account uses teams, the team filter lets you focus on data assigned to a particular group. You might use this when comparing marketing vs. sales performance or tracking regional teams.

This filter typically includes:

  • All Teams
  • Specific teams you have configured in your account

Funnels Filter in GoHighLevel Dashboards

The funnels filter focuses your dashboard on selected funnels or pipelines. When you choose one or more funnels, compatible widgets recalculate to reflect only those selected funnels.

Use this filter when you want to:

  • Review performance of a single funnel.
  • Compare two or more funnels.
  • Exclude test or internal funnels from your view.

Date Range Filter in GoHighLevel Dashboards

The date range filter controls the time period shown across the dashboard. This is one of the most important quick filters in GoHighLevel because many metrics are time‑sensitive.

Common date ranges include:

  • Today
  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • This Month
  • Last Month
  • Custom Range

Choosing a custom range allows you to set exact start and end dates for deeper historical analysis.

How to Use GoHighLevel Quick Filters Step by Step

Follow these steps to apply quick filters to any supported dashboard in GoHighLevel:

  1. Open the relevant dashboard.
    Go to the reporting or analytics section, then select the dashboard you want to view.
  2. Locate the filters bar.
    At the top of the page, confirm that the quick filter dropdowns are visible.
  3. Select a user or team.
    Use the User filter to choose an individual or the Team filter to switch to a particular team’s data.
  4. Choose a date range.
    Click the Date Range dropdown and set the period you want to analyze, such as Last 7 Days or a custom date span.
  5. Pick funnels or locations.
    If available, use the Funnels filter to focus on a specific funnel or group of funnels, and select a Location if your account tracks multiple locations.
  6. Review the updated widgets.
    Once a filter is chosen, compatible widgets update automatically to reflect the new filter settings.

You can change these filters at any time. The dashboard will refresh with each new selection, allowing you to quickly test different views.

Understanding Filter Behavior in GoHighLevel

When you apply quick filters in GoHighLevel, it is important to know how they interact with dashboard widgets and underlying data.

Which Widgets Respect GoHighLevel Filters

Not all widgets respond to every quick filter. Some widgets may be designed to ignore certain filters so they always display global or account‑wide metrics.

In general:

  • Performance and conversion widgets often respond to date, user, team, and funnel filters.
  • High‑level summary widgets may remain unchanged to provide a global overview.
  • Custom widgets may have their own filter logic defined by the dashboard configuration.

Defaults and Persistent GoHighLevel Filters

Dashboards often load with default filters so you immediately see meaningful data. Common defaults include:

  • Date range set to the last 7 or 30 days.
  • All users or all teams selected.
  • All funnels or the primary funnel selected.

Some dashboards remember your last used filters during your current browser session. When you return to the same GoHighLevel dashboard, your previous selections may still be active, saving time on repeated analysis.

Best Practices for Using GoHighLevel Quick Filters

To get consistent, reliable insights from GoHighLevel dashboards, follow these best practices when working with quick filters.

  • Start broad, then narrow down. Begin with all users, all teams, and a wider date range, then progressively add filters to answer specific questions.
  • Use consistent date ranges. When comparing performance week over week or month over month, always use matching date ranges.
  • Document team views. If different team leaders rely on specific dashboards, note which filter combinations they should use for accurate reporting.
  • Check which widgets are filtered. Before drawing conclusions, confirm that the key widgets you care about actually respond to the filters you are using.

Additional Resources for GoHighLevel Dashboards

For the official documentation on quick filters and dashboards, review the original GoHighLevel help article here: Quick Filters on Dashboards.

If you need strategic help setting up reporting, funnels, or automation around your dashboards, you can also explore implementation and consulting services at Consultevo.

With a clear understanding of how quick filters work inside GoHighLevel dashboards, you can adjust views in seconds, keep leadership aligned on the same numbers, and make faster, data‑driven decisions without recreating reports.

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