How to set up your HighLevel Sub-Account Dashboard

A simple guide to customising the dashboard so it actually helps you run the business

One of the most overlooked features inside HighLevel is the sub-account (location) dashboard.

Most people log in, glance at it once, then head straight to conversations or workflows. That is a missed opportunity, because the dashboard is fully customisable and can become a genuinely useful control panel for your business.

This post explains what the sub-account dashboard does, what you can customise, and how to make it work for you rather than ignoring it.

What Is the HighLevel Sub-Account Dashboard?

Inside a HighLevel location, the dashboard is your at-a-glance overview.

It is designed to show:

• Lead activity

• Pipeline movement

• Attribution and performance data

• Task and conversation visibility

The important part is this. You decide what appears there.

Unlike many CRMs with fixed dashboards, HighLevel allows you to tailor the view around what matters most to you and your team.

What You Can Customise (And Why It Matters)

The dashboard is built using widgets, which you can add, remove, resize, or rearrange.

Common widget types include:

• Pipeline value and opportunity stages

• Revenue and deal tracking

• New enquiries and lead sources

• Appointment activity

• Tasks due and overdue

• Custom reports

This flexibility means your dashboard does not need to look like anyone else’s. It should reflect how your business actually runs.

Why This Matters

Growing a business is not about gut feeling. It is about KPIs (key performance indicators).

If you do not have clear visibility of what is happening day to day, it is easy to feel busy while missing the numbers that actually drive growth.

This is where the HighLevel dashboard really comes into its own.

When set up properly, it gives you a single place to track:

• Revenue and pipeline value, so you know what is coming in, not just what has already landed

• New enquiries and lead flow, so you can spot changes early and react quickly

• Tasks and follow-ups due today, so nothing slips through the cracks

Instead of jumping between reports, inboxes, and spreadsheets, you can open your dashboard and immediately see:

• What needs attention today

• Where revenue is being generated

• Whether activity is turning into results

For most growing businesses, this level of clarity is the difference between reacting late and staying in control.

Different Dashboards for Different Roles

Another smart way to use the dashboard is to think in terms of roles.

For example:

• An owner may want high-level revenue and pipeline visibility

• A sales team may need opportunities, tasks, and follow-ups front and centre

• A marketing role may focus on lead sources, enquiries, and conversions

HighLevel’s permissions make it possible to ensure people see what they need without being distracted by everything else.

Keep It Simple

The most common mistake is trying to track too much at once.

A cluttered dashboard gets ignored just as quickly as a default one.

A good rule of thumb:

• Limit yourself to five to seven widgets

• Focus on numbers that drive decisions, not vanity metrics

• Ask yourself whether you would actually act if a number changed

If the dashboard does not prompt action, it is not doing its job.

Get Help Tailoring Your Dashboard

If you would prefer help specific to your account, offers, or team structure, a short discovery call is often the fastest route.

👉 Book a 20-minute discovery call here:
https://www.marketerm8.com/book-a-call