July 1, 2024

How to customize the dashboard in GoHighLevel

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The dashboard on GoHighLevel provides a centralized hub for tracking your business's vital metrics and activities. Customizing this dashboard allows you to focus on the information that is most pertinent to your business needs, ensuring that you can make informed decisions quickly. Here's how you can customize your dashboard to better align with your business priorities.

Step 1: Access Your Dashboard

Firstly, log in to your GoHighLevel account. Once logged in, navigate to the dashboard. It's usually the first screen you see, showcasing an array of widgets and information relevant to your account.

Step 2: Familiarize with Default Widgets

Take a few moments to understand the default widgets on your dashboard. These widgets might include snapshot overviews of contacts, campaigns, and other essential statistics. Knowing what each widget represents will help you decide what you need to keep, remove, or rearrize.

Step 3: Add or Remove Widgets

To customize which widgets appear on your dashboard, look for the 'Edit' button or 'Customize Dashboard' option, often located at the top or corner of the screen. From there, you can often select from a range of widgets to add to your dashboard. Similarly, you can remove any widgets that you find irrelevant by either unchecking them or using a delete/close button typically available when hovering over the widget.

Step 4: Organize the Layout

Once you have selected the widgets that you need, it’s time to organize them. Drag and drop widgets to rearrange their order on the dashboard. Place the widgets you check most often at the top or in the center of the dashboard for easy access.

Step for 5: Adjust Widget Settings

Some widgets may have a 'Settings' option that allows you to further customize them. By clicking on 'Settings,' you can define what data the widget should display and how it should be presented. This might include setting date ranges, filtering for specific data subsets, or configuring display options like charts or lists.

Step 6: Save Your Custom Dashboard

Once you are satisfied with the selection, placement, and settings of your widgets, save your changes. Look for a 'Save' or 'Confirm' button to ensure your customizations are kept in place.

Step 7: Regularly Update Your Dashboard

Your business needs may change over time, so it's important to periodically revisit your dashboard and update it. Adding new widgets, removing outdated ones, and reorganizing the dashboard layout will keep your insights relevant and actionable.

By customizing your GoHighLevel dashboard, you create a personalized and efficient workspace that can drive your decision-making process effectively. Remember, the goal of customizing your dashboard is to streamline your workflow, so you should feel empowered to adjust it until it fits your requirements perfectly.

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