Configuring Dashboards
6 articles38 explained images
How to Customize Dashboard Themes
Customizing your dashboard with themes allows you to personalize its appearance and enhance its visual appeal. Follow these simple steps to apply a theme or create your own. TABLE OF CONTENTS Step 1: Open Your…
1 min6How to Create Dashboard Templates
Dashboard templates streamline the process of replicating dashboards across different sub-accounts, saving time and effort. This guide provides a step-by-step walkthrough for creating a dashboard template and using it…
2 min17Using custom values in dashboards and custom reports
Overview Custom values let you insert dynamic, location-specific data into your dashboards — so one dashboard automatically adapts to whichever sub-account is viewing it. Instead of hardcoding a value like a business…
3 min2Choosing Whether an Increase or a Decrease Is "Good" for the trend badge
Overview Every widget's number stat shows a small trend badge next to it — an up or down arrow with a percentage, like ↓30% vs last 7 days . By default, this badge turns green when a metric goes up and red when it goes…
2 min1Use Custom Fields as Metrics in Dashboards, Reports & Custom Metrics
Numeric and monetary custom fields can be more than filters or grouping options in GHL Customer Care reporting. Contact and Opportunity custom fields that store business-specific numbers—such as treatment cost, property…
7 min7How to Use Custom Values in Dashboards and Reports
Custom values let you reuse the same dashboard or report across different subaccounts without manually changing location or user information each time. Instead of typing details such as a location name, address, phone…
7 min5