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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing related widgets into a unified view using our dashboard feature.
Custom widgets and reports are available for the all plans (Unlimited Custom Dashboards).
Custom Dashboards is a configurable analytics space in each sub‑account where you can track KPIs from contacts, appointments, opportunities, calls, revenue, and more. You control the layout, the widgets you add, the metrics they use, and even the dashboard’s look and automated report delivery.
Key Benefits of Custom Dashboards
Multiple Dashboards: Create dedicated dashboards for Sales, Marketing, Finance, or any other team. You can even set one as the default.
Custom Widgets & Metrics: Add, edit, and update metrics with unlimited flexibility to surface the insights that matter most.
Scheduled Reports: Schedule reports at any frequency you choose and deliver them automatically to your team.
Full Customization: Personalize your dashboards with themes, colors, and backgrounds to match your brand.
Deeper Insights: View and analyze data in multiple formats, including tables and other visualizations.
Universal Widgets: Add or remove universal widgets to create a dashboard experience that fits your agency’s workflow.
How to Create Custom Dashboards
Follow these steps to create custom dashboards that match your needs!
Step 1: Go to the Dashboard Area
Navigate to the Dashboard section within your sub-account.
Step 1: Go to the Dashboard Area (image 1 of 10)What this shows Navigate to the Dashboard section within your sub-account.What this showsIllustrates the "Step 1: Go to the Dashboard Area" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 1: Go to the Dashboard Area" section of "How To Create A Custom Dashboard". The text alongside this image reads: Navigate to the Dashboard section within your sub-account. Immediately after, the guide continues: Click the Dashboard Selection Menu and in the dropdown click the "+ Add Dashboard" button.Image 1 of 10Where to goNavigate to the Dashboard section within your sub-account.
Buttons and menus referencedDashboardsub-account
Next stepClick the Dashboard Selection Menu and in the dropdown click the "+ Add Dashboard" button.
Step 2: Add a New Dashboard
Click the Dashboard Selection Menu and in the dropdown click the "+ Add Dashboard" button.
Note: If you don’t see this button, make sure you're in dashboard view mode.
Step 2: Add a New Dashboard (image 2 of 10)What this shows Note: If you don’t see this button, make sure you're in dashboard view mode.What this showsIllustrates the "Step 2: Add a New Dashboard" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 2: Add a New Dashboard" section of "How To Create A Custom Dashboard". The text alongside this image reads: Note: If you don’t see this button, make sure you're in dashboard view mode. Immediately after, the guide continues: Type a name into the Dashboard Name field.Image 2 of 10What this coversNote: If you don’t see this button, make sure you're in dashboard view mode.
Buttons and menus referencedDashboard Selection Menu"+ Add Dashboard"dashboard view mode.
Next stepType a name into the Dashboard Name field.
Step 3: Enter a Dashboard Name
Type a name into the Dashboard Name field.
Step 3: Enter a Dashboard Name (image 3 of 10)What this shows Type a name into the Dashboard Name field.What this showsIllustrates the "Step 3: Enter a Dashboard Name" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 3: Enter a Dashboard Name" section of "How To Create A Custom Dashboard". The text alongside this image reads: Type a name into the Dashboard Name field. Immediately after, the guide continues: Use the Private Dashboard toggle to control visibility. Turn it ON to make it private, or OFF to allow team access.Image 3 of 10What to fill inType a name into the Dashboard Name field.
Buttons and menus referencedDashboard Name
Next stepUse the Private Dashboard toggle to control visibility. Turn it ON to make it private, or OFF to allow team access.
Step 4: Set Dashboard Permissions
Use the Private Dashboard toggle to control visibility. Turn it ON to make it private, or OFF to allow team access.
If Private Dashboard is turned OFF, set access levels for Agency User, Account Admin, and Account User.
Note: If this toggle is missing, ensure you're still on the "New Dashboard" page.
Step 5: Confirm and Create the Dashboard
Click the "Confirm" button to finalize creation. This will open your new blank dashboard.
Step 5: Confirm and Create the Dashboard (image 4 of 10)What this shows Click the "Confirm" button to finalize creation.What this showsIllustrates the "Step 5: Confirm and Create the Dashboard" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 5: Confirm and Create the Dashboard" section of "How To Create A Custom Dashboard". The text alongside this image reads: Click the "Confirm" button to finalize creation. This will open your new blank dashboard. Immediately after, the guide continues: After the dashboard is created, you'll arrive at the Quick Start Widgets page. This is the default you always see when a dashboard is blank (no widgets). From here, choose one of the following options.Image 4 of 10How to confirmClick the "Confirm" button to finalize creation. This will open your new blank dashboard.
Buttons and menus referenced"Confirm"
Next stepAfter the dashboard is created, you'll arrive at the Quick Start Widgets page. This is the default you always see when a dashboard is blank (no widgets). From here, choose one of the following options:
Step 6: Choose How to Add Widgets
After the dashboard is created, you'll arrive at the Quick Start Widgets page. This is the default you always see when a dashboard is blank (no widgets). From here, choose one of the following options:
Option A: Use Suggested Widgets
Use the "What is your goal?" or "Top used widgets" quick start options to select one or more popular widgets. This is what you see whenever a dashboard is empty (no widgets).
Click "Confirm & Add" to quickly insert top-used widgets.
Continue to Step 9.
Step 6: Choose How to Add Widgets (image 5 of 10)What this shows Click "Confirm & Add" to quickly insert top-used widgets.What this showsIllustrates the "Step 6: Choose How to Add Widgets" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 6: Choose How to Add Widgets" section of "How To Create A Custom Dashboard". The text alongside this image reads: Click "Confirm & Add" to quickly insert top-used widgets. Immediately after, the guide continues: Option B: Manually Add a Widget.Image 5 of 10How to confirmClick "Confirm & Add" to quickly insert top-used widgets.
Buttons and menus referencedOption A: Use Suggested WidgetsTop used widgets"Confirm & Add"
Next stepOption B: Manually Add a Widget
Option B: Manually Add a Widget
Click "+ Add a widget manually" to open the Add New Widget panel.
Proceed to Step 7.
Step 6: Choose How to Add Widgets (image 6 of 10)What this shows Click "+ Add a widget manually" to open the Add New Widget panel.What this showsIllustrates the "Step 6: Choose How to Add Widgets" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 6: Choose How to Add Widgets" section of "How To Create A Custom Dashboard". The text alongside this image reads: Click "+ Add a widget manually" to open the Add New Widget panel. Immediately after, the guide continues: Option C: Add a Widget in Edit Mode.Image 6 of 10What to clickClick "+ Add a widget manually" to open the Add New Widget panel.
Buttons and menus referencedOption B: Manually Add a Widget"+ Add a widget manually"
Next stepOption C: Add a Widget in Edit Mode
Option C: Add a Widget in Edit Mode
Click the Edit button (pencil icon) and then click "+ Add Widget" from edit mode.
Note: If you don’t see this button, make sure you have entered edit mode.
Proceed to Step 7.
Step 6: Choose How to Add Widgets (image 7 of 10)What this shows Note: If you don’t see this button, make sure you have entered edit mode.What this showsIllustrates the "Step 6: Choose How to Add Widgets" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 6: Choose How to Add Widgets" section of "How To Create A Custom Dashboard". The text alongside this image reads: Note: If you don’t see this button, make sure you have entered edit mode. Immediately after, the guide continues: Use the Add New Widget panel to define your widget settings.Image 7 of 10What this coversNote: If you don’t see this button, make sure you have entered edit mode.
Buttons and menus referencedOption C: Add a Widget in Edit Mode"+ Add Widget"edit mode
Next stepUse the Add New Widget panel to define your widget settings.
Step 7: Configure a New Widget
Use the Add New Widget panel to define your widget settings.
Step 7: Configure a New Widget (image 8 of 10)What this shows For full details see the article Subaccount Dashboard Page - Widgets Add or Edit.What this showsIllustrates the "Step 7: Configure a New Widget" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 7: Configure a New Widget" section of "How To Create A Custom Dashboard". The text alongside this image reads: For full details see the article Subaccount Dashboard Page - Widgets Add or Edit. Immediately after, the guide continues: Click the "Save" button within the widget panel.Image 8 of 10What this coversFor full details see the article Subaccount Dashboard Page - Widgets Add or Edit.
Buttons and menus referencedAdd New Widget
Next stepClick the "Save" button within the widget panel.
Step 8: Save the Widget
Click the "Save" button within the widget panel.
Step 8: Save the Widget (image 9 of 10)What this shows Click the "Save" button within the widget panel.What this showsIllustrates the "Step 8: Save the Widget" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 8: Save the Widget" section of "How To Create A Custom Dashboard". The text alongside this image reads: Click the "Save" button within the widget panel. Immediately after, the guide continues: Click the "✓ Save Changes" button to finish. This saves your layout and exits edit mode.Image 9 of 10How to confirmClick the "Save" button within the widget panel.
Buttons and menus referenced"Save"
Next stepClick the "✓ Save Changes" button to finish. This saves your layout and exits edit mode.
Step 9: Save Dashboard Edits
Click the "✓ Save Changes" button to finish. This saves your layout and exits edit mode.
Step 9: Save Dashboard Edits (image 10 of 10)What this shows Click the "✓ Save Changes" button to finish.What this showsIllustrates the "Step 9: Save Dashboard Edits" section of "How To Create A Custom Dashboard".This screenshot appears in the "Step 9: Save Dashboard Edits" section of "How To Create A Custom Dashboard". The text alongside this image reads: Click the "✓ Save Changes" button to finish. This saves your layout and exits edit mode. Immediately after, the guide continues: Q: Which plans include Custom Dashboards and Custom Reports? All GHL Customer Care plans ($97, $297, and $497) include multiple dashboards and custom reports.Image 10 of 10How to confirmClick the "✓ Save Changes" button to finish. This saves your layout and exits edit mode.
Buttons and menus referenced"✓ Save Changes"
Next stepQ: Which plans include Custom Dashboards and Custom Reports? All GHL Customer Care plans ($97, $297, and $497) include multiple dashboards and custom reports.
Frequently Asked Questions
Q: Which plans include Custom Dashboards and Custom Reports? All GHL Customer Care plans ($97, $297, and $497) include multiple dashboards and custom reports.
Q: What chart types are available? Widgets support several chart types such as scorecards, time series, bar/column, donut/pie, and tables. Availability varies by widget.
Q: Can I send reports to non‑users (e.g., clients)? Yes. Add any valid email address in Recipients.
Q: Can I duplicate a dashboard? Yes. Use the dashboard actions to duplicate and then adjust widgets, filters, and themes.
