Dashboards should make life easier, not more confusing.
HighLevel just quietly dropped a dashboard update that’s useful. It’s clean. It’s simple. It gives you real insight into how your agency (or your client’s business) is performing—without 15 browser tabs or a magnifying glass. 👀
Let me walk you through what changed and how you can start using it to look smarter in front of clients this week.
What’s New (and Why You Should Care)
Dashboards got a glow-up. And these updates aren’t just cosmetic—they’re built to help you make smarter moves.
Here’s what’s new:
🔁 Reschedule Filters = Real Insights
Ever wonder why your client’s calendar is full of no-shows, last-minute switches, or weird scheduling gaps?
Now you don’t have to guess.
The new appointment reschedule filter shows trends over time, so you can actually see if there’s a problem (and fix it before it turns into churn).
You can track:
- Which appointments get moved the most
- When reschedules are most common
- Who’s dropping the ball (staff or leads)
Perfect for tightening up processes and showing clients you’re on top of it.
Client-Facing Dashboards That Make Sense
The expanded widgets now give clients a clear view of their performance—no data scientist required.
Think:
- Conversion rate snapshots
- Revenue attribution
- Lead source breakdowns
Clients feel confident. You look like a genius. Everybody wins.
Quick Win: Use It to Optimize Scheduling Fast
Here’s a simple move:
- Open one of your subaccounts
- Head to the appointment dashboard
- Look for patterns (reschedules, time slots that never stick, etc.)
- Use the insights to suggest a process change
Maybe you switch appointment reminders. Or change lead routing. Or update your booking availability.
Whatever you find—it’s actionable. And that’s the magic.
What We’re Seeing in Coaching Calls
I’ve been breaking this feature down in our HL Pro Tools coaching sessions, and honestly? People are loving it.
It’s one of those “why wasn’t this here before?” type of tools that immediately clicks once you start using it. And the best part?
👉 You can use this as a service deliverable.
“Hey [Client], we noticed a 23% reschedule rate on your Monday morning calls. Let’s shift those to Tuesdays or automate follow-ups.”
Simple changes like that = more show-ups, more sales, and you being the hero.
Cool Free Thing: My Team’s Testimonial Workflow
Before you can help a business grow, you have to earn their trust. And the fastest way to earn trust? ⭐ Testimonials.
In the spirit of giving you a leg up, I’m hooking you up with my team’s exact Testimonial Workflow. It’ll help you:
✅ Collect better testimonials (without bugging clients 5 times)
🎬 Edit and format them for max impact
🗂️ Organize them so they’re always ready for landing pages, proposals, and ads
