A Step-by-Step Guide to Creating Multiple Dashboards


In today’s digital age, data is king, and businesses need to leverage the power of analytics to stay ahead of the competition. That’s where HighLevel comes in. HighLevel is a powerful marketing automation and CRM platform that allows businesses to streamline their operations, automate tasks, and drive more revenue. One of the key features of HighLevel is the ability to create multiple dashboards, each tailored to specific client needs. In this article, we will provide a step-by-step guide on how to create multiple dashboards in HighLevel.

Adjusting Settings

The first step in creating custom dashboards in HighLevel is to adjust the settings according to your preferences. This includes selecting the data sources, setting up the timeframe, and choosing the metrics you want to track. HighLevel provides a wide range of options to customize your dashboards, allowing you to focus on the key performance indicators (KPIs) that matter the most to your business.

Using Widgets

Once you have adjusted the settings, it’s time to add widgets to your dashboards. Widgets are visual representations of your data and can be used to track various metrics such as website traffic, email conversions, social media engagement, and more. HighLevel offers a wide range of widgets to choose from, including line charts, pie charts, bar graphs, and tables. Simply drag and drop the widgets onto your dashboards and configure them to display the data you want to track.

Managing Tasks

In addition to tracking metrics, HighLevel also allows you to manage tasks directly from your dashboards. This includes assigning tasks to team members, setting deadlines, and tracking progress. By integrating task management into your dashboards, you can ensure that everyone is on the same page and that nothing falls through the cracks.

Visualizing Data

The final step in creating multiple dashboards in HighLevel is visualizing the data. HighLevel offers a variety of options to visualize data, including interactive charts and graphs. This allows you to gain insights from your data at a glance and make informed decisions to drive your marketing strategies forward.

Personalization and Upsell Strategy

Custom dashboards in HighLevel not only provide businesses with valuable insights but also serve as an upsell strategy for agencies. By creating personalized dashboards for clients, agencies can showcase the value they bring and upsell additional services. Custom dashboards can be tailored to fit specific client needs, allowing agencies to cater to their unique requirements and build long-term relationships.

In conclusion, creating multiple dashboards in HighLevel is a simple yet powerful way to visualize data, track metrics, and drive revenue. From adjusting settings to managing tasks and visualizing data, HighLevel provides all the tools you need to create custom dashboards that deliver actionable insights. So why wait? Start creating your multiple dashboards in HighLevel today and take your business to new heights.