How to Load Snapshots with Dashboards in GoHighLevel

When building repeatable systems across clients, many teams use tools like ClickUp for project management and GoHighLevel for CRM and marketing automation. In this guide, you will learn exactly how to load snapshots with dashboards in GoHighLevel so every new sub-account gets consistent reporting and analytics from day one.

This walkthrough is based on the official process for working with snapshots that already include dashboards. You will see how to apply them, what permissions are needed, and how dashboards behave once loaded into a sub-account.

What Is a Snapshot in GoHighLevel?

In GoHighLevel, a snapshot is a packaged set of assets that can be deployed into one or more sub-accounts. Instead of manually rebuilding funnels, automations, and dashboards each time, you can use a snapshot to clone a complete setup.

Depending on how the snapshot was created, it can include a variety of resources:

• Funnels and websites
• Workflows and automations
• Pipelines and opportunity settings
• Calendars and form templates
• Custom fields and tags
• Dashboards and reports (when supported by the snapshot)

When a snapshot includes dashboards, those dashboards can be made available to new or existing sub-accounts as part of the loading process in GoHighLevel.

Requirements Before Loading Snapshots in GoHighLevel

Before you can load a snapshot that contains dashboards, a few prerequisites must be in place in your GoHighLevel account:

• You must have access to the Agency view, not just a sub-account user login.
• The snapshot must already exist in your Agency Library.
• The snapshot must have been created or updated with dashboards included.
• You need permission to create or modify sub-accounts.

Once these conditions are met, you can apply the snapshot to new or existing sub-accounts and bring over the dashboards that were saved inside it.

How to Load a Snapshot with Dashboards in GoHighLevel

The process of loading a snapshot with dashboards in GoHighLevel is straightforward once you know where each option is located in the interface. Follow the steps below carefully to ensure dashboards are included when available in the snapshot.

Step 1: Open the Agency View in GoHighLevel

1. Log in to your GoHighLevel account using your agency-level credentials.
2. From the top navigation, make sure you are in the Agency view, not inside a specific sub-account.
3. Locate the section that manages snapshots or your agency library.

In this area you can see all available snapshots, including those with dashboards.

Step 2: Choose the Snapshot That Includes Dashboards

1. In the snapshots list, identify the snapshot you want to load.
2. Confirm that it is the version that has dashboards enabled or included.
3. Click on the option to Load or Apply the snapshot, depending on your GoHighLevel interface labels.

If you have multiple versions of a snapshot, choose the most recent one that contains your preferred dashboard setup.

Step 3: Select the Target Sub-Account

You can load your snapshot with dashboards into either a brand-new sub-account or an existing one in GoHighLevel.

1. When prompted, choose whether to create a new sub-account or use an existing sub-account.
2. If creating a new one, enter the required account details such as business name and contact information.
3. If using an existing sub-account, search and select it from your account list.

The target sub-account will receive all compatible assets from the snapshot, including dashboards where supported.

Step 4: Confirm Assets to Load from the Snapshot

During the load process, GoHighLevel will typically show a list of assets that can be brought into the sub-account. This can include funnels, workflows, settings, and dashboards.

1. Review the list of items included in the snapshot.
2. Ensure that dashboards are checked or enabled if there is a toggle or selection option.
3. Confirm there are no conflicts with existing assets that you want to keep in the sub-account.
4. Click the button to start loading or importing the snapshot.

Once confirmed, GoHighLevel begins copying snapshot resources into the selected sub-account.

Step 5: Wait for the Snapshot Load to Complete

Depending on the size of the snapshot and the number of dashboards and other items, the import can take a short time.

1. Allow the progress indicator or status bar to finish completely.
2. Avoid closing the browser tab while the system is still processing.
3. When finished, you should see a completion message or updated status for the sub-account.

After this process, the dashboards from the snapshot should be available inside the sub-account.

How to Access Dashboards After Loading a GoHighLevel Snapshot

Once the snapshot has been successfully loaded, you can verify and start using the dashboards within the target sub-account.

1. Switch from Agency view into the specific sub-account where you loaded the snapshot.
2. Open the Reporting or Dashboards section in the GoHighLevel sidebar navigation.
3. Look for the dashboards that were bundled into the snapshot. They should appear as new dashboard entries or layouts.
4. Open each dashboard to confirm that widgets, filters, and data sources are working as expected.

If you do not see the dashboards you expected, double-check that you used the correct snapshot version and that dashboards were part of the original snapshot configuration.

Managing and Customizing Snapshot Dashboards in GoHighLevel

After dashboards are loaded from a snapshot, they can usually be adjusted to better fit each client’s specific needs.

• Edit widget placements and layout to highlight the most important KPIs.
• Adjust date ranges, filters, or segments to match the client’s campaign structure.
• Rename dashboards for clarity so users in the sub-account can find them easily.
• Duplicate dashboards as needed for different teams or reporting views.

These customizations happen inside the sub-account and will not alter the original snapshot stored at the agency level in GoHighLevel.

Troubleshooting Snapshot Dashboards in GoHighLevel

If dashboards do not appear or do not function as intended, use these basic troubleshooting checks:

• Confirm you chose the correct snapshot and the latest version.
• Verify that dashboards were available and active in the snapshot’s source account before it was created.
• Check whether the user role in the sub-account has permissions to view reporting and dashboards.
• Reload the sub-account or log out and back into GoHighLevel to refresh the interface.
• Compare the sub-account dashboards to a reference account that uses the same snapshot.

For more technical details on how snapshots with dashboards work in the platform, review the official documentation on the source page: How to load snapshots with dashboards.

Best Practices for Using GoHighLevel Snapshots with Dashboards

To keep your setups scalable and reliable across multiple clients, follow these best practices when working with snapshots and dashboards.

Standardize Your Dashboard Layouts

• Create a master sub-account that holds your ideal dashboards, funnels, and workflows.
• Build and refine dashboards there until they accurately reflect your typical client reporting needs.
• When satisfied, create or update your GoHighLevel snapshot from that master account so all new sub-accounts inherit the same standard dashboard structure.

Use Versioning for Snapshots

• Maintain clear naming conventions for snapshot versions (for example, “Agency Core Snapshot v2 with Dashboards”).
• Document which dashboards are included in each version, so your team knows exactly what will be loaded into new sub-accounts.
• When you improve a dashboard, create a new snapshot version rather than overwriting the only copy, so you can roll back if needed.

Train Team Members on Dashboard Usage

• Provide short internal SOPs or screen recordings showing where dashboards live in each sub-account.
• Explain the metrics and filters used in every dashboard so account managers can interpret results correctly.
• Encourage team members to avoid deleting core widgets that are required for standardized reporting.

Additional Resources for GoHighLevel Implementations

If you need help designing scalable systems, automation, and reporting around your CRM stack, you can explore implementation and consulting services at Consultevo. They specialize in building structured processes that complement platforms like GoHighLevel across agencies and growing businesses.

By following the steps in this tutorial and aligning your snapshot strategy with solid dashboard design, you can ensure every new sub-account in GoHighLevel is launched with consistent, ready-to-use reporting from the very first login.

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