Custom Values Now Dynamic in Dashboards & Reporting

TL;DR

Custom Values can now pull into dashboard widgets and reporting. If you use Custom Values for dynamic data, this affects you.

Who this affects

This update impacts HighLevel agency owners and SaaS entrepreneurs who leverage Custom Values for client reporting and internal dashboards. Specifically, those who manage multiple sub-accounts and need dynamic, personalized data across them will find this relevant. If your reporting is static or you don't use Custom Values extensively, this may be less critical for your immediate operations.

What changed

Custom Values can now be integrated into dashboard widgets and various reporting elements. This means Custom Values can automatically populate fields such as custom text, specific location details, user information, and key performance metrics within these interfaces. Leveraging Custom Values at the sub-account level allows reports and dashboards to automatically adapt and update across different sub-accounts. HighLevel has not confirmed any limits or plan gating, nor has it provided details on the rollout status of this feature.

Where to find it

HighLevel has not published the exact location for this feature yet. Based on the functionality described, expect to find options related to Custom Values within the settings or configuration sections of dashboard widgets and reporting templates.

How agencies will use this

An agency managing multiple sub-accounts for various clients, each with unique branding and operational data, can leverage this. For instance, an agency can set up a single dashboard template. This template would include Custom Values for {{client.name}}, {{client.primary_contact_email}}, and {{sub_account.monthly_revenue_goal}}. When this template is applied to different sub-accounts, the Custom Values automatically pull the specific client's name, contact email, and their individual monthly revenue goal into the dashboard widgets and reports. This eliminates the need to manually create or edit dashboards for each client, streamlining reporting and making it instantly relevant to each sub-account's context without any manual intervention.

Our take

This is a standard update. It addresses a common need for dynamic reporting, particularly for agencies managing a high volume of sub-accounts. While not revolutionary, it's a solid improvement for operational efficiency. It enables more personalized and automated client reporting. This update is worth noting if you spend time manually adjusting reports across sub-accounts.