Skip to main content
The Dashboard (/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

​
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.
  1. Open Filter Funnels.
  2. Uncheck funnels you want to exclude (or use Select all to reset to every funnel in range).
  3. Metrics and charts update for the remaining funnels only.
If the control is disabled, widen the date range or confirm funnels exist in Settings → Funnels. The menu explains when no funnels have data in the selected window.

​
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.

​
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

Full reference: Dashboard widgets.

​
Common workflows

​
Morning client check

  1. Select the business in Business Space.
  2. Confirm the date range (often last 7 days).
  3. Scan Key metrics for red/over-target cards.
  4. Open Ads Manager for the campaign behind a bad CPL or CPBC.

​
Isolate one offer

  1. Open Filter Funnels and leave only that funnel checked.
  2. Compare spend, leads, and revenue without other offers diluting the view.

​
Build a client-specific view

  1. Click Edit layout → Add widget.
  2. Drag widgets into place and resize corners.
  3. Save — name the dashboard in layout mode if needed.
  4. Optional: Manage dashboards → push visible to client for the client portal.

​
Verify a KPI

  1. Click the metric card (when drilldown is available).
  2. Cross-check row count vs the dashboard value.
  3. If qualification looks wrong, fix rules under Settings → GoHighLevel.

​
Permissions

Global template dashboards (badge Global) are read-only — duplicate into the business to customize.

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.