Unlock the Power of Custom Dashboards: Your Ultimate Guide to Go High Level

Hey, guys! What’s up? It’s Christine Seale, your High Level Queen, back with another exciting tutorial. Today, I’m thrilled to dive into one of the coolest new updates in Go High Level: creating customized dashboards without needing any CSS. This feature is a game-changer for digital marketers, agencies, and anyone looking to streamline their workflow. So, let’s get started!

Creating Customized Dashboards

One of the most exciting parts of this update is the ability to drag and drop widgets into your dashboard. Whether you’re setting this up for yourself or your entire team, it’s super simple and incredibly effective. Imagine having all your crucial data points exactly where you want them, easily accessible and beautifully organized.

To start, navigate to your dashboard in the sub-account you want to use and click on “Add Dashboard.” Here’s where the fun begins! You can set permissions so only you or everyone can see the dashboard, depending on your needs.

Setting Permissions for Dashboards

Permissions are key, especially if you’re managing a team. Go High Level makes it easy to lock down these settings. Simply decide who gets to see what, and you’re good to go. This ensures that sensitive data remains secure while still providing access to those who need it.

Adding Widgets to Your Dashboard

Now, let’s add some widgets! Click on “Add Widget” and prepare to be amazed by the plethora of options. Go High Level has sorted these for you into categories like contacts, appointments, opportunities, calls, and more. This makes it super easy to find exactly what you need.

For instance, I love adding widgets for opportunities and conversion rates. You can also track incoming calls, lead sources, and even integrate Google Analytics charts. The customization options are virtually endless.

Exploring Different Widget Options

Each widget offers unique insights. Want to see how many contacts you’ve added? There’s a widget for that. Need to monitor your lead sources? Add the Lead Source Report. And if something doesn’t work for you, just delete it and try another. The drag-and-drop feature is incredibly intuitive and user-friendly.

Creating a Standard Dashboard

For the sake of this video, I’m going to create a standard dashboard. I’ll add widgets for opportunities, conversion rates, and opportunity values. You can tailor these to your specific needs, adding and removing widgets as you go. The key is to keep it functional and relevant to your goals.

Adding and Deleting Widgets

If you find a widget isn’t as useful as you thought, no problem! Just click delete and move on. For example, I decided to remove the opportunity value widget and replace it with a Lead Source Report. This flexibility ensures your dashboard remains clutter-free and highly functional.

Finalizing and Saving Your Dashboard

Once you’ve got everything set up just right, click “Save Changes.” Congratulations! You now have a customized dashboard that’s perfectly tailored to your needs. You can rename your dashboard, pin your favorite one to the top, and easily switch between different dashboards as needed.

Navigating Between Dashboards

Switching between dashboards is a breeze. Simply click the icon in the top left, and you can jump from one dashboard to another. If you haven’t added anything yet, don’t worry—it’s just a blank canvas waiting for your creative touch.

Why Customized Dashboards Matter

Customized dashboards are more than just a neat feature—they’re a powerful tool for digital marketers and agencies. By having all your important data points in one place, you can make faster, more informed decisions. This not only boosts productivity but also enhances your ability to track and achieve your goals.

Join the Nerd Level Academy

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Final Thoughts

I hope this video helps you create your very own customizable dashboards inside of Go High Level. Don’t forget to like and subscribe so you don’t miss any future videos from me. Plus, grab your free trial and bonuses here.

Thank you for watching and happy dashboarding!