Custom Dashboards
Reporting dashboards built around the numbers you actually track.
We build custom reporting dashboards inside GoHighLevel (and connected tools) so you and your clients see the metrics that actually matter — pipeline value, lead source ROI, VA task completion, campaign performance — in one place, updated automatically instead of stitched together manually every Monday morning.
The problem
Sound familiar?
You're building client reports manually every week
Native GHL reporting doesn't show the specific metrics your business tracks
Clients keep asking "what am I getting for my money" and you need a clean answer
Data lives in three different tools with no single source of truth
What you get
Deliverables
Metric mapping
We define exactly which numbers matter for your business or your clients' businesses.
Automated data pulls
Dashboards populate from GHL and connected tools automatically — no manual copy-paste.
Client-facing & internal views
Separate dashboards for what clients see versus what your team monitors.
Alerting & thresholds
Optional automated alerts when a metric crosses a threshold you set.
Process
How we build it
Step 1
Metrics workshop
A short working session to define what "good" looks like for your reporting.
Step 2
Data source mapping
We identify where every number lives and how it should update.
Step 3
Dashboard build
Built inside GHL or an embedded custom view, styled to match your brand.
Step 4
Review & refine
One round of adjustments after you've used it with real data.
Frequently asked questions
How long does a typical custom dashboards engagement take?
Most builds are scoped in a short discovery call, then delivered over 1–4 weeks depending on complexity — ongoing support continues afterward if needed.
Do you work inside our existing GoHighLevel account?
Yes — we work inside your account (or a sandbox copy for larger builds), so nothing is rebuilt from scratch unnecessarily.
Can this be bundled with a VA plan?
Yes — many clients pair Custom Dashboards with an hourly, part-time, or full-time VA plan for ongoing support after the initial build.
Let's build
Ready to start with Custom Dashboards?
Book a free scope call and we'll map out timeline, cost, and next steps.