E
Engelina Abreu
Hello GoHighLevel team,
We run a cold-calling team on HighLevel and are building our agents' End of Day (EOD) report as a live dashboard. In our account, one opportunity = one contact = one lead. We currently have about 1,500 opportunities, which means 1,500 contacts. A contact may have several phone numbers inside it, but it is still one opportunity — one possible contract.
Our EOD needs two different numbers per agent, per day:
  1. Calls Made — total dials. The Calls widget already gives us this.
  2. Contacts Called — how many DIFFERENT contacts (opportunities) the agent dialed that day. This does not exist. If an agent dials the same contact 10 times, the Calls widget shows 10 calls, but there is no way to show "1 opportunity called today."
Our requests:
  1. Calls widget: add a "Unique Contacts" count option — distinct contacts with at least one call in the selected period — groupable by Call made by / Call answered by, with the normal date ranges (today, last 7 days, etc.).
  2. Calls widget: add Custom Disposition to the Group By and Conditions options, so the outcomes our agents select after each call (Interested, Follow Up, Not Interested, Discovery Booked) can be counted on a dashboard per agent and per day.
For reference, the full widget recipe we are building toward is attached / summarized here: Calls Made, Calls Received, Answered Live, and Missed come from the Calls widget (Direction and Call status conditions); No Answer and Voicemail come from Call status; Discovery Booked comes from the Appointments widget; Interested / Follow Up / Not Interested currently have to be approximated from Opportunity Count grouped by Stage; Follow-Ups come from Tasks widgets; and Contacts Called plus per-day disposition counts are the two numbers no widget can produce today.
Thank you.
Ascendia_EOD_Dashboard_Widget_Recipe_Nov8

Ascendia_EOD_Dashboard_Widget_Recipe_Nov8