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Customize Your HighLevel Dashboard Like a Pro

308 viewsΒ· 10 likesΒ· 35:32Β· Mar 20, 2026

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🎁 Get My Free AI Course & Software- https://rayodaniel.com/free-ai-course πŸ’‘ Learn Affiliate Marketing for Free - https://rayodaniel.com/am-course πŸ‘‰ Get your Free HighLevel 30-Day Trial Here: https://gohighlevel.com/rayodaniel Watch this Next: https://www.youtube.com/playlist?list=PLJlTPqapB6Uu7qFXAcj7G9gYHjgOlSSm- HighLevel DEMO - https://rayodaniel.com/HLDemo Take full control of your workflow by learning how to customize your HighLevel dashboard like a pro! In this video, we break down exactly how to create your own custom dashboard, organize key metrics, and tailor your workspace to match your business needs. Whether you're managing clients, tracking campaigns, or monitoring performance, a personalized dashboard can dramatically boost your efficiency and clarity. Discover powerful HighLevel features that let you design a dashboard built for YOUR goals. From rearranging widgets to highlighting the data that matters most, you’ll walk away with practical steps you can implement immediately. If you’re ready to level up your productivity and streamline your operations, this tutorial is a must-watch. Start building a smarter, more intuitive dashboard today and unlock the full potential of HighLevel! #gohighlevel #CustomDashboard #HighLevelTips #marketingautomation #crmtools 00:00 Why Custom Dashboards Matter 00:37 Default Dashboard Tour 01:07 Dashboards by Role 04:13 Owner Report Preview 04:46 Creating Multiple Dashboards 05:41 Templates and Snapshots 07:11 Editing Widgets and Metrics 12:04 Custom Objects and Visuals 14:17 Custom Metrics Example 15:45 Permissions and Sharing 17:14 Call Tracking Template Walkthrough 18:17 Call Volume Cost Math 20:06 Productivity Loss Case 21:34 Pitching AI ROI 22:53 Lead Dashboard Basics 23:47 Appointments and Follow Up 24:42 Owner Dashboard Priorities 25:45 Build Custom Widgets 29:20 Time Ranges and Permissions 30:30 Schedule Daily Email Report 33:31 Upsells and Wrap Up I give everything away for free β€” all I ask is that you use my affiliate link to sign up for GoHighLevel 😊. When you sign up with my link, here’s what you’ll get: βœ… AI Agency Snapshot – Everything you need to get your AI business setup in 24 Hours βœ… Cold Email Outreach Snapshot – Everything you need to get your email marketing setup in hours βœ… 30 Day Action Plan – A day-by-day breakdown of how to get your Highlevel business setup quickly βœ… Private Community - Access to my community with all training and access to me for Q&A βœ… FREE Bootcamp training for AI to launch your business on HighLevel βœ… FREE Bootcamp training for Reputation Management to launch your business on HighLevel βœ… FREE 1-on-1 Kickoff Call to help you get started βœ… And everything else I mention in my videos! πŸ›‘ Important: Before You Sign Up for GoHighLevel To ensure you’re properly tracked under my affiliate link, please open an incognito (private browsing) window and paste the link directly into the address bar before signing up. If you have already signed up with my link and have not received your bonus email from me, use these steps: 1.) Check your Spam/Junk folder to see if it's there. 2.) If it isn't there, then follow these steps - https://aiacademy.rayodaniel.com/affiliate-troubleshooting πŸš€ Tools and Services I recommend GoHighlevel Agency Support - When you start and grow, your SaaS business support issue must be addressed with your clients. You can either build a team of support people or hire extendly. They integrate directly into Gohighlevel and handle all your client support issues. They also provide many extra services like client onboarding as well. Check them out. Go: https://go.getextendly.com/support?deal=rayodaniel TubeBuddy - Channel growth and management tool for YouTubers. Over 90 different tools to help you with your channel. Go: https://www.tubebuddy.com/pricing?a=rayodaniel Instantly - Instantly.ai is a powerful AI-driven platform designed to streamline your email marketing efforts by automating personalized outreach at scale. It boosts response rates with advanced AI tools, ensuring your messages reach the right audience and resonate effectively. Save time, increase productivity, and achieve higher engagement with Instantly.ai's cutting-edge email automation solutions. Go: https://instantly.ai/?via=ray Disclosure: I am an independent entity from HighLevel. I am not an agent or employee of HighLevel and have no authority to make binding contracts or represent HighLevel. I receive referral payments from HighLevel. The opinions expressed here are my own and shall NOT be interpreted or considered as representations, guarantees, or statements by HighLevel LLC. ____________ LIKE. SHARE. SUBSCRIBE. Give this video a thumbs up if you enjoyed watching πŸ‘

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