Customize Dashboard
At Hexa Level, we build custom dashboards inside GoHighLevel (GHL) and other CRMs that visualize your business performance in real time.
From leads and revenue to automation performance and campaigns, we help you see everything that matters at a glance.
No more switching tabs or exporting spreadsheets — your most important metrics, beautifully organized in one place.
Why You Need a Custom Dashboard
Track performance in real time
Automate reporting
Connect every data source
Visualize goals
Convert Visitors Into Clients
Stay Secure & Fast
Our Dashboard Customization Process
Discovery & Data Mapping
- Review goals, workflows, and existing reports
- Define performance KPIs (leads, calls, conversions, revenue, etc.)
- Identify your data sources (CRM, Google Ads, Meta, or API tools)
Design & Layout Planning
- Define categories: Marketing, Sales, Operations, Support
- Use widgets, charts, and automation blocks
- Organize views for management and team roles
Integration & Connection
- Sync with GoHighLevel CRM, Google Analytics, Facebook Ads, Stripe, and others
- Use APIs or Zapier connections for automation
- Ensure real-time syncing with zero manual updates
Automation & Smart Reporting
- Auto-generate performance reports
- Trigger alerts for milestones or missed targets
- Schedule recurring updates to email or Slack
- Dynamic widgets for daily performance tracking
Testing & Refinement
- Test data integrity and automation triggers
- Optimize widget loading speed
- Refine visuals for clarity and accessibility
Launch & Training
- Provide user training for each dashboard view
- Create easy instructions for updates or changes
- Offer post-launch support and fine-tuning
What You Get
Custom-built, brand-aligned GHL dashboards
Real-time data syncing and automation
Fully integrated metrics across platforms
Clear visual analytics for smarter decisions
Why Work With Us?
Data + Design Expertise
dashboards that look good and perform better.
Integrated Approach
syncs with your CRM, ads, and automation.
Action-Driven Insights
turn numbers into business growth.
Automated Reports
zero manual effort required.
Friendly Communication
Friendly, transparent, and proactive.
Long-Term Support
We’re here post-launch with maintenance.
FAQ
Frequently Asked Questions
Can I track all my data in one dashboard?
Yes, we integrate multiple platforms for unified data views.
Can I automate reports and alerts?
Absolutely — we create workflows that generate and send reports automatically.
Can I get different dashboards for teams?
Yes, we can create role-based views for sales, marketing, or management.
Will my data update in real time?
Yes, all dashboards are synced for live performance monitoring.
Do you provide ongoing support?
Yes, we offer maintenance, updates, and data expansion services.
Don’t See The Answer You Need? Contact Us
Our team is always here to help. Reach out and we’ll get back to you as soon as possible.
See Your Business Clearly
Let Hexa Level create a custom, automated dashboard that gives you total control over your performance at a glance, in real time.