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Dashboard

The Dashboard is the main screen after you sign in. It summarizes your connected accounts, sessions, and metrics when data is available, with charts and a period selector (for example 7 / 30 / 90 days), plus recent transactions and invoice links when the system offers them.

The layout focuses on your agency and sub-accounts. Broader views that cover the whole organization—if your role includes them—usually live on other screens in the app.

Illustration (placeholder)​

Placeholder — main dashboard screenshot

Placeholder — replace with a capture of the live dashboard.

  • Setup wizard: button to resume guided setup when available (for example if initial steps are still incomplete).

Typical content​

You will normally see the Dashboard title and a client-style summary: connected accounts, sessions, message and revenue metrics when data exists, charts with a period selector, and recent transactions with invoice links when applicable.

Most day-to-day users do not see admin-style cards for the entire platform; those appear only for accounts with wider access.

For menus and related screens, read Your workspace in WhatGHL.

Common navigation​

From the Dashboard you usually go to:

  • Sub Accounts — list and detail for each location.
  • Agencies — linked GHL agencies and any settings the UI lets you change.

The sidebar holds the main sections; on mobile the menu may open as a slide-out panel.

Refreshing data​

If you switch browser tabs and return to WhatGHL, the Dashboard may refresh data without showing the full loading state again, so numbers stay reasonably up to date.