New SMS Widgets for Dashboards and Custom Reports

TL;DR

HighLevel now supports SMS widgets in dashboards and custom reports. These widgets track messaging performance.

Who this affects

HighLevel has not confirmed who is affected by this feature. Users who manage client messaging or need to report on SMS performance should review this update.

What changed

• SMS widgets can now be placed within HighLevel dashboards.
• SMS widgets are also available for use in custom reports.
• These widgets are designed to track messaging performance.
• Performance metrics include delivery status, inbound counts, source type, sender volume, and trends over time.
• Widgets offer customization options for titles, groupings, conditions, and themes.
• HighLevel has not confirmed if this replaces or breaks existing functionality.
• HighLevel has not confirmed any limits or plan gating for this feature.
• HighLevel has not confirmed the rollout status for this feature.

Where to find it

These new SMS widgets are located within the dashboard editor and the Reporting section of HighLevel. The exact navigation path has not been published by HighLevel.

How agencies will use this

An agency owner can now set up a client dashboard to show SMS performance directly. For example, they can create a custom report for a real estate client, displaying inbound SMS leads over the last 30 days, alongside overall delivery rates for their outbound campaigns. This report can be customized to show trends over time, allowing the agency to demonstrate the value of their SMS strategy. Widgets can be themed to match client branding and grouped to provide a clear overview of messaging activity within a sub-account, without needing to export data.

Our take

This is a major update for agencies focused on client communication and reporting. The ability to integrate SMS performance data directly into dashboards and custom reports simplifies client reporting. It removes a common hurdle for agencies demonstrating the ROI of messaging campaigns. This feature provides a clear overview of client messaging health. HighLevel has not confirmed specific reasons for this being a major update, but the utility for agencies is apparent.