Dynamic Dashboards: Custom Values & Snapshots Update

TL;DR

Custom Values are now available in dashboard widgets, and dynamic dashboards can be deployed to sub-accounts using snapshots. This is a standard update; assess if your current dashboard setup requires dynamic data based on Custom Values.

Who this affects

HighLevel agency owners and SaaS entrepreneurs who use dashboards. Agencies managing multiple sub-accounts may find this relevant for standardized, dynamic reporting. HighLevel has not confirmed who is specifically affected beyond this.

What changed

Custom Values can now be utilized within dashboard widgets. This allows for more dynamic data display based on sub-account specific Custom Values. Dynamic dashboards are now enabled for deployment across various sub-accounts using snapshots. This means a standardized dashboard structure can be pushed out, with certain elements then populated by sub-account specific Custom Values. HighLevel has not confirmed any limits or plan gating for this feature. HighLevel has not confirmed the rollout status for this feature. HighLevel has not confirmed if this replaces or breaks any existing functionality.

Where to find it

HighLevel has not published the exact location for these changes yet. Based on the description, the Custom Value functionality would likely be found when configuring or editing individual dashboard widgets. The snapshot capability for dynamic dashboards would likely be within the snapshot creation or update process in the agency account.

How agencies will use this

An agency can now create a master dashboard template in their agency account or a specific sub-account. Within this template, they can set up widgets that display key performance indicators (KPIs) or client-specific goals. Instead of hardcoding values or needing to manually update each sub-account's dashboard, the agency can now insert Custom Values into these widget configurations. For instance, a widget showing a 'Monthly Target Revenue' can pull a Custom Value called client_monthly_revenue_goal. When this dashboard is deployed to multiple sub-accounts via a snapshot, each sub-account will display its specific client_monthly_revenue_goal within that widget, provided the Custom Value is set up in that sub-account. This allows for centralized dashboard design with localized data display without manual edits post-deployment.

Our take

This is a standard feature update. While it brings more flexibility to dashboard customization and deployment, it's not a fundamental change that demands immediate agency-wide action this week. Agencies currently building out standardized dashboards for multiple clients will find this useful for reducing manual configuration. For others, it's a capability to keep in mind for future dashboard development.