new
Mobile App
Dashboard
Insights is now Dashboards on the Mobile App
Your business numbers at your fingertips, wherever you are
Every dashboard you've built on the web is now on your mobile app - the full set, not a slimmed-down version. Pipeline, deals, conversions, campaigns, team activity, and everything in between, live in your pocket. The same numbers your team is looking at on their laptops at the same moment.
The Challenge
Reliable dashboards used to be a desktop-only thing. The full range of dashboard types and widgets was only available on web, so if you wanted the real picture you had to open your laptop. The old mobile experience —
Insights
— covered a narrow slice of that, and even there, customers ran into data discrepancies and missing numbers between mobile and web. Decisions had to wait, or get made on incomplete information. That's what we're fixing.What We've Built for You
We've replaced
Insights
with Dashboards
on the mobile app, bringing your full web experience over. The moment you open the module, your default dashboard loads automatically - no setup, no hunting around. From there you can:- Switch between any of your dashboards in a tap
- Apply quick filters and date ranges to slice the data
- Browse your key chart widgets - Numeric, Line, Donut, Vertical Bar, Horizontal Bar
- Expand any widget for a closer look at trends and detail
- Interact directly with the charts - drag your finger across a line to read exact values, tap into a bar to see what's behind it
- Tap into widget-level AI insights to get a plain-English read on what the data is actually saying
And critically:
the data is real-time.
Refresh intervals are handled for you, and there's no lag or drift between what you see on your phone and what your team sees on the web. One source of truth, two screens.How This Helps Your Business
- Decisions, not delays.Act on dips and spikes the moment they happen — no waiting until you're back at your desk.
- Higher ownership, anywhere.Track deal status, value, conversions, and funnel movement on the go. Walk into meetings already in the loop.
- Quick context with AI.Tap any widget and let AI tell you what's trending, what's off, and what's worth a closer look.
- Built for the phone.Expanded views, finger-scrubbing on charts, and clean layouts that don't make you squint.
How to Get Started
Right now, Mobile Dashboards is available in
Labs
. Here's how to switch it on:- Open your mobile app and head to Labs.
- Find Mobile Dashboardsand toggle it on.
- Open the Appssection and tapDashboards— your default dashboard will load automatically.
- From there, switch dashboards, apply filters, expand any widget, and tap the AI icon whenever you want a quick read.
We're rolling this out to general access for everyone in about
14 days
, so even if you don't flip the toggle now, it's on its way to you.Also New: Campaigns Has Its Own Home
Campaign data used to live tucked inside Insights. We've broken it out into a dedicated
Campaigns
module so you can track the status of every campaign in one focused place — no more digging through Insights to find what you're looking for.What's Next
- A configurable carousel widget for your homepage.We're building a data carousel that lets you pick the graphs that matter most and pin them right at the top — so the moment you open the app, the numbers you actually want to see are the first thing in front of you, no scrolling, no switching dashboards.
- Broader widget support beyond the current Phase 1 set
- Richer AI workflows at both the widget and dashboard level
- Cross-dashboard analysis so you can pull threads across views in one go
- Continued performance and readability tuning for dashboards with high-density data
Roll-out & Availability
- Release:Rolling out with the current mobile release cycle
- Version:4.14.1
- Status:Public rollout (phased) - currently in Labs, general access in 14 days
- HighLevel:Yes
- LeadConnector:Yes
- WL App:Yes
Good to Know
- Supported widgets:Numeric, Line, Donut, Vertical Bar, Horizontal Bar, and supported system widgets.
- What's included:Dashboard switcher, default-load behavior, quick and date filters, expanded widget views, theme support, and analytics events.
- Phase 1 limits:View-only — no dashboard or widget editing from mobile yet, and dashboard-level AI summaries aren't part of this release.
- Unsupported widgets:Show a clear placeholder message instead of failing silently.










