Dashboard Visibility Option for Unassigned Data (Critical Sales KPI Access)
B
Ben Mitrovich
Currently, dashboards in Go High Level are restricted by the “Assigned Data Only” setting. While this setting is essential for limiting a salesperson’s access to only their assigned contacts, it unintentionally blocks their ability to view key sales KPIs on dashboards.
This creates two conflicting issues:
1. Data visibility control: Salespeople must only work within their assigned contact list (best practice).
2. Dashboard metrics access: Salespeople need visibility into overall team KPIs to track performance and benchmark against peers.
At present, enabling dashboards requires giving salespeople full access to all contacts—something that undermines security and focus. Disabling it removes their access to critical KPIs entirely.
Proposed Solution:
Add a simple toggle option at the dashboard level: “Allow unassigned data for dashboard metrics only.”
• Salespeople would see aggregated KPIs (team totals, leaderboards, conversion rates, etc.) without gaining access to individual unassigned contact records.
• Clicking into restricted data would either be disabled or blocked.
Impact:
Without this option, sales teams cannot see where they stand relative to peers—an essential feature in any CRM. This limitation reduces transparency, hinders motivation, and forces managers to manually share KPIs that should be visible in real-time.
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J
John Davis
Let's go for it!
H
Harold Tan
I 100% support this request. Right now, the “Assigned Data Only” restriction creates an unnecessary tradeoff between data silos and sales performance visibility. Sales reps should absolutely be limited to working only their assigned leads, but at the same time they need access to overall KPIs to stay motivated and benchmark performance.
Without this option, managers waste time manually sharing data that should be live on dashboards, and reps lose transparency into how they’re performing against the team. A simple toggle to allow unassigned data only for dashboard metrics would solve this perfectly - keeping sensitive contact data protected while still providing the aggregated KPIs that drive accountability and competition.
This feature would align GHL dashboards with how virtually every modern CRM handles sales reporting. It’s not just a “nice to have” - it’s critical for sales productivity, coaching, and motivation.