> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard playbook

> Customizable per-business KPI dashboard — date range, funnel filter, widgets, drilldowns, and layouts.

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.

<Info>
  New to the product? Start with [Add a business](/getting-started/add-business), then [Connect Facebook](/getting-started/integrations/connect-facebook) and [Connect GoHighLevel](/getting-started/integrations/connect-crm) so KPI widgets populate.
</Info>

## Page layout

```mermaid theme={null}
flowchart LR
  subgraph header [Toolbar]
    Name[Dashboard name]
    Dates[Date range]
    Funnels[Filter funnels]
    Edit[Edit layout]
  end
  subgraph body [Widget grid]
    KPI[Key metrics]
    Charts[Report / compare / attribution]
    Tables[Best performing ads]
  end
  header --> body
```

| 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](/product/dashboard/customize-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.

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.

<Tip>
  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.
</Tip>

## 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](/getting-started/integrations/connect-crm#custom-fields)                  |
| **FE ROAS** / **ROAS**                  | Cash or contract value ÷ spend                                                                             |
| **Qualified leads**                     | Leads after [lead qualification rules](/getting-started/integrations/connect-crm#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                |

Full reference: [Dashboard widgets](/product/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

| Action                | Typical permission                   |
| --------------------- | ------------------------------------ |
| View dashboard        | `reports.view` (and business access) |
| Create / edit layouts | `dashboard.create`                   |
| Delete dashboards     | `dashboard.delete`                   |

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

## Related guides

<CardGroup cols={2}>
  <Card title="Customize layout" icon="grid-3x3" href="/product/dashboard/customize-layout">
    Edit mode, save, multiple dashboards, client visibility.
  </Card>

  <Card title="Widget reference" icon="puzzle" href="/product/dashboard/widgets">
    Every widget type and settings.
  </Card>

  <Card title="Ads Manager" icon="rectangle-ad" href="/product/ads-manager">
    Campaign-level drill-down from dashboard signals.
  </Card>

  <Card title="All Accounts" icon="table-cells" href="/product/all-accounts">
    Compare KPIs across every business in one table.
  </Card>
</CardGroup>