# How To Create A Custom Dashboard > Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights… - Source: https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard - Section: Dashboards / Getting Started w/ Dashboards - Reading time: 3 min - Images: 10, each explained below - Modified on Tue, 25 Nov, 2025 at 7:53 AM --- 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). --- **TABLE OF CONTENTS** - [What are Custom Dashboards?](#what-are-custom-dashboards) - [Key Benefits of Custom Dashboards](#key-benefits-of-custom-dashboards) - [How to Create Custom Dashboards](#how-to-create-custom-dashboards) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What are 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044225708/original/c2DzFwVfMi2tICWSVmbrqzYVnAZgoFaiHA.png) **Step 1: Go to the Dashboard Area (image 1 of 10)** 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. - Where to go: Navigate to the Dashboard section within your sub-account. - Controls: Dashboard, sub-account - Next: Click 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044353813/original/kR7TkjtsM2b7qeuqmuypFcq9mVp_3AlIPQ.png) **Step 2: Add a New Dashboard (image 2 of 10)** 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. - What this covers: Note: If you don’t see this button, make sure you're in dashboard view mode. - Controls: Dashboard Selection Menu, "+ Add Dashboard", dashboard view mode. - Next: Type 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044353863/original/Zil6-u30DIU_lRTQhSZDJhWf5sEaZqZzKw.png) **Step 3: Enter a Dashboard Name (image 3 of 10)** 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. - What to fill in: Type a name into the Dashboard Name field. - Controls: Dashboard Name - Next: Use 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044353921/original/mO8decxxk166CBFXYkMVHqq7IYTTik0zMw.png) **Step 5: Confirm and Create the Dashboard (image 4 of 10)** 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. - How to confirm: Click the "Confirm" button to finalize creation. This will open your new blank dashboard. - Controls: "Confirm" - Next: 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: #### **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044353940/original/93v7TUuBYpKB9b74ZV8QZu0Gy9dBl0qicw.png) **Step 6: Choose How to Add Widgets (image 5 of 10)** 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. - How to confirm: Click "Confirm & Add" to quickly insert top-used widgets. - Controls: Option A: Use Suggested Widgets, Top used widgets, "Confirm & Add" - Next: Option 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044353962/original/fGrCtpdkC53BdmRMkUQphyEXqE_1wcKKJQ.png) **Step 6: Choose How to Add Widgets (image 6 of 10)** 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. - What to click: Click "+ Add a widget manually" to open the Add New Widget panel. - Controls: Option B: Manually Add a Widget, "+ Add a widget manually" - Next: Option 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044353966/original/YjAZUQzh-9Siut7pCQGsuS2yy3cRkxfIHw.png) **Step 6: Choose How to Add Widgets (image 7 of 10)** 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. - What this covers: Note: If you don’t see this button, make sure you have entered edit mode. - Controls: Option C: Add a Widget in Edit Mode, "+ Add Widget", edit mode - Next: Use 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. For full details see the article [Subaccount Dashboard Page - Widgets Add or Edit.](https://docs.ghlcustomercare.com/docs/dashboards/subaccount-dashboards/subaccount-dashboard-page-view-or-edit) ![Step 7: Configure a New Widget (image 8 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044354006/original/NTqv3HbxTGH8pQ-8JNPnmknTN3zl42bjDw.png) **Step 7: Configure a New Widget (image 8 of 10)** 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. - What this covers: For full details see the article Subaccount Dashboard Page - Widgets Add or Edit. - Controls: Add New Widget - Next: Click 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044227004/original/qrQfZeuE1i03OEhJ78hoxVK1LP1a6I1LeA.png) **Step 8: Save the Widget (image 9 of 10)** 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. - How to confirm: Click the "Save" button within the widget panel. - Controls: "Save" - Next: Click 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044227016/original/Cuoneqt7gq0pL1dRLM9BCG7pKjJR9pIlOg.png) **Step 9: Save Dashboard Edits (image 10 of 10)** 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. - How to confirm: Click the "✓ Save Changes" button to finish. This saves your layout and exits edit mode. - Controls: "✓ Save Changes" - Next: Q: 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. --- ## **Related Articles** - [Edit widgets on the dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/edit-widgets-on-the-dashboard) - [Adding widgets on the dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets) - [How to manage permissions for a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com