Custom Values Now Supported In Dashboards And Reporting

TL;DR

Custom values are now supported in dashboards and reporting. Dashboards now work with snapshots.

Who this affects

HighLevel has not confirmed who is affected. Agencies using dashboards in their sub-accounts may see a benefit. Those who need dynamic, account-specific reporting will find this relevant.

What changed

Custom values are now supported in dashboards and reporting. This means dashboards now work with snapshots. When a new sub-account loads, it dynamically grabs that account's information for dashboards. Dashboards light up on their own with relevant data.

This change eliminates the need for hardcoded fields. Agencies no longer need to fix every widget per client. HighLevel has not confirmed any limits, plan gating, or rollout status for this update.

Where to find it

HighLevel has not published the location yet. This functionality will likely be found within the HighLevel dashboard builder or reporting sections of sub-accounts, where custom values are typically applied.

How agencies will use this

Agencies can now build a single, standardized reporting dashboard template within a snapshot. This template can include custom values for client-specific branding, KPIs, or service metrics. When a new client sub-account is created and the snapshot is applied, the dashboard will automatically populate with that client's unique data, using the custom values defined for their account. For instance, an agency could set a custom value for client_name and target_leads. The dashboard would then display 'Marketing Performance for {{client_name}}' and a widget tracking 'Leads against {{target_leads}}' without any manual adjustment per client. This streamlines client onboarding and reporting setup significantly, eliminating the need to customize each dashboard widget manually for every new client.

Our take

This is a standard update. It addresses a long-standing pain point for agencies managing multiple client accounts. While not a massive overhaul, it simplifies dashboard management and client reporting, particularly for agencies utilizing snapshots extensively. The benefit is mainly in time savings and consistency for scaling agencies. It’s a functional improvement, not a game-changer.