/app/dashboard) is your per-business command center. After you pick a client in Business Space (top-left), you see a widget-based layout that rolls up Meta spend, GoHighLevel pipeline activity, and revenue for the selected date range.
Open it from Operations → Dashboard in the left sidebar.
New to the product? Start with Add a business, then Connect Facebook and Connect GoHighLevel so KPI widgets populate.
Page layout
| Area | What it does |
|---|---|
| Dashboard name (top-left) | Shows the active saved layout (for example Default). Click to open Manage dashboards — switch, duplicate, set default, or copy to other businesses. |
| Edit layout | Enters layout mode: drag widgets, resize, add/remove, rename the dashboard. Save with Save or Ctrl+S / ⌘+S. See Customize your layout. |
| Date range | Filters every widget. Default is roughly the last 8 days ending yesterday. Changing dates shows Updating… while data refreshes; you can still change the range during load. |
| Filter funnels | Limits metrics to one or more GHL funnels. All funnels are selected by default when the list loads or when you change dates. A 2/4 badge appears when you narrow the selection. |
| Widget grid | Your KPI cards, charts, and tables. Layout is per dashboard and per business. |
Filter funnels
Funnel filtering splits Facebook spend proportionally by lead share and splits GHL metrics across funnels on each ad. Use it when one ad account runs multiple offers.- Open Filter Funnels.
- Uncheck funnels you want to exclude (or use Select all to reset to every funnel in range).
- Metrics and charts update for the remaining funnels only.
Key metrics widget
The Key metrics widget is the full-width summary row. Default metrics often include Spend, Revenue, Leads, CPL, Calls, and Closes — you can change which cards appear in widget settings.| Metric | Typical meaning |
|---|---|
| Spend | Meta ad spend for the period |
| Cash collected / Contract value | Mapped in GHL Revenue Settings |
| FE ROAS / ROAS | Cash or contract value ÷ spend |
| Qualified leads | Leads after lead qualification rules |
| Calls | Self-booked, marketing-attributed calls (see metric info icons in-app) |
| CPL / CPQL / CPBC / CPQBC | Cost ratios vs leads, qualified leads, or calls |
Target coloring
When targets exist in Settings → KPIs & Budget, cards show on-target / over-target states. Hover the info icon on a metric for the formula and target.Drill into records
Many metrics are clickable — they open CRM lists for the same date window (for example Calls → Calls tab, Qualified leads → Leads, Closes → Sales). Use this to audit any headline number.Other widgets
| Widget | Use case |
|---|---|
| Report | Line, bar, area, pie, or polar chart for metrics you choose |
| Period compare | Current period vs previous period (same length), auto-rotating slides |
| Best performing ads | Leaderboard by KPI (spend, CPL, etc.) |
| Attribution & geo | GHL placement (utm_term) or Meta placement breakdown |
Common workflows
Morning client check
- Select the business in Business Space.
- Confirm the date range (often last 7 days).
- Scan Key metrics for red/over-target cards.
- Open Ads Manager for the campaign behind a bad CPL or CPBC.
Isolate one offer
- Open Filter Funnels and leave only that funnel checked.
- Compare spend, leads, and revenue without other offers diluting the view.
Build a client-specific view
- Click Edit layout → Add widget.
- Drag widgets into place and resize corners.
- Save — name the dashboard in layout mode if needed.
- Optional: Manage dashboards → push visible to client for the client portal.
Verify a KPI
- Click the metric card (when drilldown is available).
- Cross-check row count vs the dashboard value.
- If qualification looks wrong, fix rules under Settings → GoHighLevel.
Permissions
| Action | Typical permission |
|---|---|
| View dashboard | reports.view (and business access) |
| Create / edit layouts | dashboard.create |
| Delete dashboards | dashboard.delete |
Related guides
Customize layout
Edit mode, save, multiple dashboards, client visibility.
Widget reference
Every widget type and settings.
Ads Manager
Campaign-level drill-down from dashboard signals.
All Accounts
Compare KPIs across every business in one table.