Dynamic Dashboards with Custom Values & Snapshots!
TL;DR
Go HighLevel has enhanced Custom Values, allowing them to be used in dashboard widgets and making dashboards dynamic across sub-accounts via snapshots.
What changed
Custom Values can now be utilized within dashboard widgets, user fields, and location fields. A significant improvement is their integration with snapshots, enabling dashboards to dynamically pull relevant information when loaded into new sub-accounts.
Why it matters
This update drastically improves the scalability and consistency of reporting for agency owners. Instead of manually configuring dashboards for each client, you can now deploy pre-set, dynamic dashboards that automatically populate with sub-account specific data.
How to use it
When creating or editing dashboard widgets, you can now insert custom values to display client-specific data automatically. For example, a custom value for 'Client Name' or 'Total Revenue Goal' can be set at the sub-account level and reflect in the dashboard. When creating new sub-accounts, ensure your snapshots include these custom value-enabled dashboards for immediate, tailored reporting.
Source: Official HighLevel announcement
