Real-time business dashboard with full pipeline and KPI visibility
under review
D
Dominic Umscheid
Description/Explanation:
We need a central dashboard within Go High Level (GHL), updated in real time, that completely and reliably depicts the current business situation. The aim is to be able to make well-founded decisions at any time — without external tools or manual evaluations.
The dashboard should contain at least the following functions and key figures:
* Live overview of all pipelines (deals, status, values, probability of closing)
* Real-time sales KPIs (today, week, month, forecast)
* Conversion rates per funnel and pipeline stage
* Performance of individual employees/sales teams
* Lead source evaluation (including ROI assessment)
* Activity tracking (calls, appointments, follow-ups)
* Individually configurable widgets (customizable depending on business model)
These functions are currently missing or are only available to a very limited extent. This is a critical disadvantage for a modern CRM system and makes operational management significantly more difficult.
Objective:
A powerful, visually clear and flexibly configurable dashboard that bundles all relevant business indicators centrally and makes them accessible without detours.
Why that's important:
Without such a dashboard, proper management of sales, marketing and corporate development is not possible. For us, this is not a nice-to-have, but an absolute basic requirement for a CRM system.
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D
Dinesh Kumar
updated the status to
under review
D
Dinesh Kumar
Hi Dominic Umscheid, thanks for the detailed list. It's a clear picture of what a management dashboard needs to cover.
Much of this can be built with dashboards today. Create a new dashboard and use relevant module for widgets:
- Pipeline overview: Opportunity widgets and the Funnel and Stages distribution widgets, filtered by pipeline and stage
- Sales KPIs by day, week or month: set with the dashboard date range
- Performance by employee: group Opportunity, Call and Appointment widgets by Assigned user
- Lead sources and ROI: the Lead source report, plus custom metrics such as won revenue divided by ad spend
- Activity: Call and Appointment widgets, and the Tasks widget for follow-ups
- Conversion rates: the Funnel widget for stage conversion, and use "custom metrics" for curating other rates
What isn't available yet is deal probability and sales forecasting. We also recognise that building a complete management dashboard today takes quite a bit of setup.
Moving this to Under Review. Let me know does this helps except for deal probability and sales forecasting. And if there's a specific KPI you couldn't build, tell us in the comments. That helps us understand where the gaps really are.
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