GoHighLevel Dashboard: A Tour of a Real Account

The sub-account dashboard summarizes records in that account, such as opportunity status, opportunity value, funnel progression and stage distribution. What appears depends on your dashboard configuration, permissions and data; use the date range and pipeline filters to read the right period.

The supplied agency account shows many open opportunities and a large opportunity-value figure. That number is the value assigned to pipeline deals, not money already earned, and its units are partly obscured in the screenshot.

Won value comes from deals marked won, while collected revenue requires the relevant payments data. Check the underlying opportunities and payment records before using a dashboard number in a financial report.

Open Marketing > Emails > Statistics to inspect delivery, opens and clicks for the selected campaigns and dates. This screenshot shows a sample-data banner, so the visible 47% opened and 11% clicked are demonstration figures, not verified account results.

Opens can be affected by privacy protections and automated activity. Track meaningful clicks, replies and bookings alongside delivery rather than treating open rate alone as success.

With dashboard editing permission, enter edit mode and add the widget you need, then move, resize or remove widgets and save the dashboard. Choose the widget metric and filters, set an appropriate date range and confirm the totals against a known record.

1. Open the correct sub-account dashboard and choose edit mode.
2. Add a widget and configure its metric, chart and filters.
3. Arrange or resize the widgets, then save.
4. Set the reporting date range and test the result against underlying records.

You can create and switch between custom dashboards. HighLevel’s current help article includes multiple dashboards and custom reports on all three plans ($97, $297 and $497); editing and sharing still depend on permissions.

Sub-account users see reporting for their own location, subject to their role. Agency-level dashboards and reports serve agency operations, subscription activity and supported cross-account reporting; the agency view is not simply every location dashboard pasted together.

An empty dashboard usually means the account has little data or the selected filters exclude it. Use the Launchpad, add contacts, create a pipeline and test a booking before expecting populated widgets.