Your business numbers at your fingertips, wherever you are

Every dashboard you've built on the web is now on your mobile app – the full set, not a slimmed-down version. Pipeline, deals, conversions, campaigns, team activity, and everything in between, live in your pocket. The same numbers your team is looking at on their laptops at the same moment.

The Challenge

Reliable dashboards used to be a desktop-only thing. The full range of dashboard types and widgets was only available on web, so if you wanted the real picture you had to open your laptop. The old mobile experience — Insights — covered a narrow slice of that, and even there, customers ran into data discrepancies and missing numbers between mobile and web. Decisions had to wait, or get made on incomplete information. That's what we're fixing.

What We've Built for You

We've replaced Insights with Dashboards on the mobile app, bringing your full web experience over. The moment you open the module, your default dashboard loads automatically – no setup, no hunting around. From there you can:

• Switch between any of your dashboards in a tap
• Apply quick filters and date ranges to slice the data
• Browse your key chart widgets – Numeric, Line, Donut, Vertical Bar, Horizontal Bar
• Expand any widget for a closer look at trends and detail
• Interact directly with the charts – drag your finger across a line to read exact values, tap into a bar to see what's behind it
• Tap into widget-level AI insights to get a plain-English read on what the data is actually saying

And critically: the data is real-time. Refresh intervals are handled for you, and there's no lag or drift between what you see on your phone and what your team sees on the web. One source of truth, two screens.

How This Helps Your Business

• Decisions, not delays. Act on dips and spikes the moment they happen — no waiting until you're back at your desk.
• Higher ownership, anywhere. Track deal status, value, conversions, and funnel movement on the go. Walk into meetings already in the loop.
• Quick context with AI. Tap any widget and let AI tell you what's trending, what's off, and what's worth a closer look.
• Built for the phone. Expanded views, finger-scrubbing on charts, and clean layouts that don't make you squint.

How to Get Started

Right now, Mobile Dashboards is available in Labs. Here's how to switch it on:

1. Open your mobile app and head to Labs.
2. Find Mobile Dashboards and toggle it on.
3. Open the Apps section and tap Dashboards — your default dashboard will load automatically.
4. From there, switch dashboards, apply filters, expand any widget, and tap the AI icon whenever you want a quick read.

We're rolling this out to general access for everyone in about 14 days, so even if you don't flip the toggle now, it's on its way to you.

Also New: Campaigns Has Its Own Home

Campaign data used to live tucked inside Insights. We've broken it out into a dedicated Campaigns module so you can track the status of every campaign in one focused place — no more digging through Insights to find what you're looking for.

What's Next

• A configurable carousel widget for your homepage. We're building a data carousel that lets you pick the graphs that matter most and pin them right at the top — so the moment you open the app, the numbers you actually want to see are the first thing in front of you, no scrolling, no switching dashboards.
• Broader widget support beyond the current Phase 1 set
• Richer AI workflows at both the widget and dashboard level
• Cross-dashboard analysis so you can pull threads across views in one go
• Continued performance and readability tuning for dashboards with high-density data

Roll-out & Availability

• Release: Rolling out with the current mobile release cycle
• Version: 4.14.1
• Status: Public rollout (phased) – currently in Labs, general access in 14 days
• HighLevel: Yes
• LeadConnector: Yes
• WL App: Yes

Good to Know

• Supported widgets: Numeric, Line, Donut, Vertical Bar, Horizontal Bar, and supported system widgets.
• What's included: Dashboard switcher, default-load behavior, quick and date filters, expanded widget views, theme support, and analytics events.
• Phase 1 limits: View-only — no dashboard or widget editing from mobile yet, and dashboard-level AI summaries aren't part of this release.
• Unsupported widgets: Show a clear placeholder message instead of failing silently.

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What’s new?

Workflows now support the Add Note action for custom objects, so you can automatically save notes directly to custom object records.

How it works

When a workflow runs for a custom object, the Add Note action can create a note on that custom object record. This helps teams capture updates, context, or important details without switching back to the record manually.

How to use it

• Open a custom object workflow.
• Add the Add Note action.
• Enter the note content, then save and publish the workflow.

Why we built it

Custom objects help teams manage more than just contacts. Adding note support makes it easier to track key updates directly on the records your team works with every day.

Simple example

A consulting team can use a custom object workflow to add a note to a Project record when a milestone is completed.

Additional Notes

• Custom object workflows now support the Add Note action.
• Support for note title or color coding will be updated in future releases after native support is introduced in Custom Objects

What’s new?

The Add Notes workflow action now supports the latest contact note enhancements: note title and note color.

How it works

For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to work because the new fields are optional.

How to use it

• Open a workflow and add or edit the Add to Notes action.
• Add a note title and note color as needed.
• Save and publish the workflow.

Why we built it

This keeps workflow-created notes consistent with the updated Contacts notes experience, so teams can add more context and organize notes visually.

Additional Notes

• This update does not affect any of your existing notes.
• Note title and color are optional.

Preview

What’s new?

The Add Notes workflow action now supports the latest contact note enhancements: note title and note color.

How it works

For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to work because the new fields are optional.

How to use it

• Open a workflow and add or edit the Add to Notes action.
• Add a note title and note color as needed.
• Save and publish the workflow.

Why we built it

This keeps workflow-created notes consistent with the updated Contacts notes experience, so teams can add more context and organize notes visually.

Additional Notes

• This update does not affect any of your existing notes.
• Note title and color are optional.

Preview

What’s new?

The Add Notes workflow action now supports the latest contact note enhancements: note title and note color.

How it works

For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to work because the new fields are optional.

How to use it

• Open a workflow and add or edit the Add to Notes action.
• Add a note title and note color as needed.
• Save and publish the workflow.

Why we built it

This keeps workflow-created notes consistent with the updated Contacts notes experience, so teams can add more context and organize notes visually.

Additional Notes

• This update does not affect any of your existing notes.
• Note title and color are optional.

Preview