We would like to request an improvement to the reporting widgets displayed at the top of the Invoices and Estimates sections within GoHighLevel.

Currently, when users adjust the date range filters, the widgets across the top of the page do not dynamically update to reflect the selected date range. This makes it difficult to accurately review and analyze invoice and estimate activity for specific periods.

We would like these widgets to automatically adjust based on the selected date range, allowing users to view reporting metrics for individual months, custom date ranges, and other selected reporting periods.

Requested Features

Dynamic Widget Updates: All widgets at the top of the Invoices and Estimates sections should automatically refresh when the date range is changed.

Monthly Reporting: Ability to view individual widget metrics by month, rather than being limited to static or cumulative reporting.

Custom Date Ranges: Widgets should reflect the exact date range selected by the user.

Consistent Reporting: Ensure all displayed metrics correspond to the same selected date range.

Historical Comparisons: Ideally, allow users to review invoice and estimate performance across previous months.

Why This Would Be Valuable

Agencies and businesses rely on invoice and estimate reporting to monitor revenue, outstanding balances, sales activity, and overall financial performance.

Having widgets that dynamically respond to date filters would:

Provide more accurate month-to-month reporting.

Make it easier to identify financial trends and performance changes.

Eliminate the need to manually calculate monthly metrics.

Improve visibility into invoice and estimate activity.

Make GoHighLevel's financial reporting tools more useful for agency owners and account administrators.

Ultimately, we would like the widgets at the top of both the Invoices and Estimates sections to function as dynamic reporting dashboards that update according to the selected date range, with the ability to review metrics by individual month.