Dashboard in HighLevel

Updated: February 4, 2026  | 
Author: Bill Stilwell

This post covers how the Dashboard works, what widgets are available, how per-user layouts and multiple views work, and how to set it up for your daily workflow.

Reading time: about 8 minutes.

What Is the Dashboard in HighLevel?

The Dashboard is the first screen you see when you log into any HighLevel sub-account.

It is a live metrics home screen. Rather than navigating to Contacts, then Reporting, then Pipelines to piece together a picture of how things are going, the Dashboard surfaces the numbers you care about in one place the moment you open HighLevel.

Every number on the Dashboard is live. It reflects the current state of the sub-account for the selected date range – no manual refresh, no data export needed.

Click Edit Dashboard in the top right corner to start customizing the layout.

Available Widgets

The widget library is organized by data type. You add the widgets that match what you need to see and remove anything that does not apply to your role or business.

Leads and Contacts widgets show new contacts added, lead source breakdowns, and contact growth trends for the selected period.

Calls widgets show total call volume, answered versus missed counts, call duration averages, and activity by user or time of day.

Appointments widgets show total bookings, appointment status breakdowns – confirmed, cancelled, no-show – and booking volume trends over time.

Pipeline and Opportunities widgets show open deals by stage, total pipeline value, closed-won deals, and revenue won in the period.

Revenue widgets show payments collected, invoice status, and revenue trends.

Conversations widgets show message volume, response rates, and channel breakdown across SMS, email, and other active channels.

Google Business Profile widgets show views, searches, calls, and direction requests from the connected GBP listing.

Per-User Layouts

Dashboard configurations are personal to each user. When you customize your layout, you are not changing what anyone else sees.

A sales rep can set up a dashboard focused on pipeline stage counts, call volume, and daily appointment bookings. An operations manager at the same sub-account might configure theirs to show conversation volume, contact growth, and task completion.

Both are looking at the same account data through different lenses.

This matters for teams where different roles need different daily context. Nobody has to compromise on layout to accommodate someone else’s workflow.

Multiple Named Views

Each user can create multiple named dashboard views and switch between them from the dashboard header.

A common pattern is one view for daily operations – calls, appointments, conversations – and a separate view for weekly or monthly reviews – leads, pipeline, revenue. You flip between them depending on what question you are answering.

Named views are saved per user. Give them descriptive names so switching between them is instant and intentional rather than creating confusion about which layout you are looking at.

Date Range Filter

The date range filter at the top of the Dashboard applies to all widgets simultaneously.

Preset options include today, yesterday, last 7 days, last 30 days, this month, last month, and custom range. Changing the filter updates every widget on the screen at once – you do not need to adjust each widget individually.

Some widgets have their own individual date settings in addition to the global filter. These are useful when you need to compare two time periods side by side on the same dashboard – one widget showing this month, another showing last month.

What Can You Do With It?

• Start every day with a real-time business snapshot: Log in and immediately see how many new leads came in overnight, how many calls were handled yesterday, and what your pipeline looks like right now – no navigating required.
• Give each team member a role-appropriate home screen: Configure each user’s dashboard to surface the metrics relevant to their job – sales, operations, management, or customer success each get a different starting view.
• Create separate views for daily and monthly context: A daily operations view with calls and appointments alongside a monthly review view with leads, pipeline, and revenue – switch between them in one click.
• Use date range filters to compare periods: Set the date range to last month and compare widget values to the month before by switching the filter – quick context for trend spotting without leaving the dashboard.
• Surface Google Business Profile activity alongside CRM data: Add GBP widgets to see search visibility and call activity from your listing in the same view as your lead and pipeline numbers.
• Reduce the time spent navigating to reporting: A well-configured dashboard answers the most common daily questions – how many leads, how many calls, how much pipeline – without opening a single report.

Key Definitions

Use Cases by Industry

Marketing Agencies

An agency account manager manages five client sub-accounts. Each morning they log into each sub-account and check the dashboard for overnight leads, call volume, and any pipeline movements that need follow-up.

Their dashboard is configured with new contacts, call counts, and pipeline value widgets set to last 7 days. The morning check takes two minutes per sub-account instead of ten because all the relevant numbers are on one screen.

Result: Daily account management is faster and more consistent – nothing gets missed because the key numbers are always visible at login.

Sales Teams

A sales team of eight reps each has their own dashboard configured with their individual pipeline stages, call volume for the week, and booked appointments for today.

The sales manager has a separate dashboard showing all reps’ pipeline totals, total calls for the team, and revenue closed this month – the same sub-account data, a completely different layout optimized for oversight rather than individual execution.

Result: Individual reps and team leadership each get the information they need without one layout having to serve both use cases.

Local Service Businesses

A plumbing company owner logs in each morning and checks appointments booked for today, calls answered versus missed yesterday, and new leads in the last 7 days. Their dashboard shows exactly those three widgets – nothing more.

The simplicity is intentional. A focused three-widget dashboard answers the three questions that matter to the business every day without requiring the owner to learn HighLevel’s full reporting system.

Result: A non-technical business owner gets daily visibility into business performance in under 60 seconds per login.

Real Estate

A real estate agent has two dashboard views. The first shows active pipeline stages and appointments booked this week – used daily during peak season.

The second shows monthly lead source breakdown and total pipeline value – used for monthly review calls with their coach.

Switching between the two is a single click from the dashboard header. No rebuilding the layout before each meeting.

Result: The same tool serves two different review cadences without any configuration overhead when switching context.

E-commerce and Online Businesses

An online business owner uses the dashboard to track daily contact growth from their lead funnels, revenue collected in the last 30 days, and conversation volume across SMS and email.

The Google Business Profile widget is also included – showing weekly search views and calls from their GBP listing alongside their funnel-driven metrics in one combined view.

Result: Both organic and funnel-driven activity are visible in one screen, giving a complete picture of how the business is generating interest and converting it.

Who Is This For?

How to Set Up Your Dashboard

Step 1: Open the Dashboard

Click the Home icon or navigate to the Dashboard from the left sidebar in your sub-account.

This is the default screen you land on when logging in – it may already have some default widgets loaded.

Step 2: Enter edit mode

Click Edit Dashboard in the top right corner.

This unlocks the layout so you can add, remove, move, and resize widgets freely.

Step 3: Remove widgets you do not need

Click the X on any default widget that is not relevant to your daily workflow.

Start with a clean slate – it is easier to add the right widgets than to work around a cluttered default layout.

Step 4: Add widgets from the library

Click Add Widget to open the widget library. Browse by category and add the metrics that matter to your role.

Start with 4 to 6 widgets. A focused dashboard is faster to read than one with every available metric showing.

Step 5: Arrange widgets by priority

Drag widgets to reorder them. Put the metrics you check most often in the top-left area – that is where your eye lands first when the page loads.

Group related widgets together – all appointment widgets in one area, all pipeline widgets in another.

Step 6: Resize widgets as needed

Use the resize handles on widget corners to adjust width and height.

Charts and trend graphs benefit from more horizontal space. Simple number counters can stay compact.

Step 7: Save the layout

Click Save to preserve your dashboard configuration.

The layout is saved per user – your team members’ dashboards are unaffected by your changes.

Step 8: Create a second named view

Use the Add Dashboard View option to create a second layout with a different name and widget set.

A common pair: one view for daily operations (calls, appointments, conversations) and one for monthly review (leads, pipeline, revenue).

Step 9: Set your preferred date range

Use the date range filter at the top of the dashboard to set your preferred default period.

Most users find Last 30 Days or This Month most useful for daily operational context – adjust based on your review cadence.

How Does It Connect to HighLevel?

• Custom Sub-Account Reports: The Dashboard is for internal team use. Custom Sub-Account Reports are the tool for sharing live performance data with clients via shareable link or scheduled email.
• Agent Reporting: Agent Reporting provides the per-agent conversation breakdown that Dashboard widgets do not. Use it alongside the Dashboard for team performance context.
• Workflow Builder: Every lead, appointment, and pipeline movement tracked on the Dashboard was driven by an automation in Workflow Builder. Better workflows produce more meaningful dashboard metrics.
• Mobile App: The Mobile App has its own role-aware dashboard home screen in v4.0 – a mobile-optimized version of the key metrics view for users who check their numbers on the go.
• Conversation AI: Conversation volume and response data visible in Dashboard Conversation widgets reflect both human and Conversation AI activity – giving a combined view of all inbound engagement handled.

Common Questions

What is the HighLevel Dashboard?

The home screen of every sub-account. It displays live metrics through configurable widgets and refreshes automatically.

Each user customizes their own layout and can save multiple named views.

How do I customize the HighLevel Dashboard?

Click Edit Dashboard in the top right corner. Add widgets from the library, remove existing ones, drag to reorder, and resize as needed.

Click Save when done to preserve your layout.

What widgets are available on the HighLevel Dashboard?

Widget categories include Leads and Contacts, Calls, Appointments, Pipeline, Revenue, Conversations, and Google Business Profile. Add the categories relevant to your role and remove the rest.

Can different users have different Dashboard layouts in HighLevel?

Yes. Dashboard configurations are per-user.

Each team member has their own layout. A sales rep’s dashboard and a manager’s dashboard in the same sub-account can be completely different.

Can I create multiple Dashboard views in HighLevel?

Yes. Use Add Dashboard View to create multiple named layouts per user. Switch between them from the dashboard header – useful for having separate daily operations and monthly review setups.

Can I filter Dashboard data by date range?

Yes. The date range filter at the top applies to all widgets simultaneously.

Preset and custom range options are available. Some widgets also have individual date settings for side-by-side period comparisons.

Does the HighLevel Dashboard show Google Ads or Facebook Ads data?

Ad performance data is in Custom Sub-Account Reports rather than the main Dashboard. The Dashboard focuses on CRM and operational metrics.

Use Custom Reports for combined ad and CRM views.

Can I see another user’s Dashboard in HighLevel?

Dashboard layouts are personal to each user. Admins can view other users’ performance data through the Reporting section, but the Dashboard itself shows each user’s own configured view.

Is the HighLevel Dashboard available on mobile?

Yes. The HighLevel Mobile App includes a role-aware dashboard home screen in v4.0 with revenue performance, quick-action tiles, and key metric widgets – optimized for mobile rather than replicating the web layout exactly.

Can I share my HighLevel Dashboard with a client?

The Dashboard is for internal users. For client-facing reporting, use Custom Sub-Account Reports – shareable via a read-only link or scheduled for automatic email delivery without giving clients full sub-account access.

To Wrap It Up

The Dashboard is the first thing you see every time you log in. Whether that moment gives you useful information or a screen full of noise depends entirely on whether you have taken 15 minutes to configure it.

The default layout is generic. It tries to show something useful to every possible user.

In practice, that means most users ignore most of what is on the screen and navigate directly to where they actually need to go.

A well-configured dashboard changes that. When the metrics you check every day are already on the screen – with the right date range, in the right order – logging in becomes the check rather than the starting point for a navigation session.

The multiple views feature is underused. Most users set up one layout and stop there.

But having a daily view for operations and a weekly or monthly view for trend review is genuinely useful – and switching takes one click once both are saved.

Here is how to get started:

1. Log in and click Edit Dashboard in the top right
2. Remove all default widgets that are not relevant to your role
3. Add 4 to 6 widgets that represent the metrics you check most often
4. Drag the most important widget to the top left
5. Resize charts to give them enough space to be readable
6. Click Save and set your preferred date range
7. Create a second view with a different name for a separate review cadence
8. If you have a team, ask each member to configure their own dashboard for their role
9. Revisit the layout quarterly – what you need to see changes as the business grows

Keep it simple. A dashboard with four metrics you actually look at beats one with twenty that you scroll past.