Sub Account Dashboard: Create widget using Custom Objects 🤩

Custom Objects widget creation are now live in Dashboards! This new feature empowers users to create object-specific widgets to customize and associate data to get better insights. If your business needs to manage relationships or processes that go beyond the standard CRM objects, you can create custom objects using custom fields.

🤩 The custom objects metrics allow users to track count, sum, and average.

How to create Custom Objects in Dashboard?

Step 1: Create Custom Object

  • Go to Subaccount > Settings > Objects
  • Click on "Add Custom Object"

Step 2: Add Details about Custom Object

  • Mention the singular name of the object e.g. Pet and A plural name of the object should be added e.g. Pets
  • Internal Name of the object and the primary field is created by default – it can be edited by clicking on the "</>" icon and updating the internal name.
  • Add a name for the primary display field name – e.g. Pet Name, Pet Identification Number
  • Add an icon to easily identify the custom object
  • Also – add a description to the object to help anyone understand what the object signifies.
  • Click on "Create Custom Object"

🤩 How to add Custom Object Widgets inside Dashboard?

  • Open your Dashboard
  • Click Edit and select Add Widget
  • Scroll to the Custom Objects and choose the widget you need

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  • Customize filters, switch chart types, and apply themes
  • Click Save to update your dashboard

Dashboard and Custom Report available on all plans 🤗

🤩 Overview

We’re excited to announce a major upgrade for all plans ($97, $297, and $497)! Sub Accounts now have access to multiple dashboards and fully customizable reports, empowering agency owners to tailor insights for their teams and make data-driven decisions faster.

😇 What’s New

  • Multiple Dashboards – Create dedicated dashboards for Sales, Marketing, Finance, or any other team. You can even set one as the default.
  • Custom Widgets & Metrics – Add, edit, and update metrics with unlimited flexibility to surface the insights that matter most.
  • Scheduled Reports – Schedule reports at any frequency you choose and deliver them automatically to your team.
  • Full Customization – Personalize your dashboards with themes, colors, and backgrounds to match your brand.
  • Deeper Insights – View and analyze data in multiple formats, including tables and other visualizations.
  • Universal Widgets – Add or remove universal widgets to create a dashboard experience that fits your agency’s workflow.
  • No More Restrictions – Previously, sub accounts were limited to 1 dashboard and 1 custom report unless upgraded. Those restrictions have now been lifted, giving you complete flexibility. No more upgrade model after adding 15 widgets

🤗 Why This Matters

With this release, agency owners across all plans can:

  • Build dashboards that align with specific teams and goals
  • Gain actionable insights at a glance
  • Automate reporting for efficiency
  • Tailor the look and feel of dashboards to enhance usability and brand consistency

Custom Reports are supported in Snapshot😇

We’re excited to announce that Custom Reports are now supported in Snapshots. Now, agencies can effortlessly save time during onboarding and ensure seamless duplication of custom reports across multiple sub-accounts.

😇 How It Works:

  1. Navigate to 'Account Snapshots' in Agency View.

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  1. Create a New Snapshot and choose the source sub-account.
  2. Save the snapshot.
  3. Go to "Sub-Accounts" and select the sub-account > under 'basic details' tab of the sub-account > on top right, in the 'Actions' dropdown > select load snapshot.

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  1. Select all the custom reports

Note – This will carry forward the reports from one subaccount to another, the schedule frequency and recipients needs to be added manually.

  1. Once a snapshot is successfully loaded into the desired sub-account, a notification is shown under the bell icon on top right of the application signifying that selected snapshot asset is successfully copied.

😻 Why it Matters:

This feature streamlines the onboarding process for agencies, allowing them to easily replicate the desired or high-performing custom reports across different accounts. With pre-configured custom reports, agencies can ensure a consistent user experience and quickly provide basic, ready-to-use report templates to their clients.

Google Analytics Widgets in Dashboard and Custom Reports

We’re excited to introduce Google Analytics Widgets to the dashboard and custom reports experience! These new widgets give agency owners and teams deeper visibility into website performance, user behavior, and traffic sources — all directly from their HighLevel dashboard.

With these insights, you can better understand your audience, track engagement, and identify top-performing content to drive smarter business decisions.

What’s New

  1. Total Users – Displays the total number of unique users who visited your website during the selected time period.
  2. Active Users – Shows the number of users who had an engaged session or were active on your site.
  3. New Users – Tracks the number of first-time visitors to your website.
  4. Sessions Over Time – Visual trend of sessions over time, showing how user activity changes across the selected period.
  5. Engagement Rate – Percentage of engaged sessions, indicating how actively users interact with your content.
  6. Bounce Rate – Percentage of sessions where users left without engaging further after viewing just one page.
  7. Average Engagement Time – Average time users actively spend engaging with your website content.
  8. Sessions by Channel- Breakdown of sessions by acquisition channel, helping you see which traffic sources drive the most visitors.
  9. Sessions by Source/Medium – Distribution of sessions by specific traffic source and medium combinations (e.g., google/organic, facebook/social).
  10. Top Pages by Views – Lists your most popular pages ranked by total views.
  11. Top Events – Highlights the most frequently triggered events, showing key interactions and behaviors.
  12. New vs Returning Users – Compares first-time visitors against returning visitors within the selected period.
  13. Device Category Breakdown -Distribution of sessions by device type (desktop, mobile, tablet), showing how users access your site.

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Why This Matters

With these new widgets, you can:

  • Monitor user growth and engagement trends
  • Track where your visitors come from and how they behave
  • Identify your top-performing pages and events
  • Optimize for the devices and traffic sources that matter most

Google Analytics Widgets bring powerful web insights into your HighLevel dashboards, making it easier than ever to connect website performance with marketing and business outcomes.

Meta Threads Integration in Social Planner

We’re excited to announce that Social Planner now supports Meta’s Threads!

This update lets you connect, create, schedule, and publish posts directly to Threads inside Social Planner.

What’s New

You can now:

  • Connect your Threads account using Instagram login.
  • Compose post in post composer.
  • Schedule and auto-post via Review Flow, RSS Auto-posting, Category Queue, and CSV Upload.
  • Save posts as drafts or publish instantly.

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How It Works

Step 1: Open Social Planner → Connect Threads

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Step 2: Authenticate via Instagram login

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Step 3: Start creating posts and add text, images, or videos → Save, schedule, or auto-publish

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Why It Matters

  • Threads is one of the fastest-growing social networks backed by Meta. Be present where conversations are shifting.
  • No need to jump between apps. Plan, schedule, and publish across all networks in one place.
  • Early adoption of new platforms gives you a head start before competition catches up.