GoHighLevel Payment Widgets & Insights: How to Use Them to Grow Your Business

Want to track your revenue, monitor payments, and manage customer transactions all in one place? The latest GoHighLevel Payment Widgets update brings powerful insights right to your GoHighLevel Dashboard, making it easier than ever to see real-time financial trends. With GoHighLevel Reporting, you can analyze key payment data, track growth patterns, and make smarter financial decisions to optimize your business.

With GoHighLevel Payment Widgets, you can:

• Track revenue trends at a glance
• Monitor successful and failed payments
• Analyze customer payment behaviors
• Improve financial planning for your business

In this blog post, we’ll explore:

• What’s new in GoHighLevel Payment Widgets
• How this update benefits your business
• Step-by-step instructions to set it up
• Tips to maximize these insights for business growth

Let’s dive in!

The GoHighLevel Payment Widgets update brings powerful tools that allow you to see your business finances at a glance. Here’s a breakdown of the new features and what they do:

Revenue & Payment Trends: See How Much Money You’re Making  Now, you can track your revenue trends over time and understand where your money is coming from. The key widgets include:

• Total Revenue (Last Month): The total amount of money your business made last month.
• Total Revenue Trend: A chart that shows how your revenue changes over time.
• One-Time Revenue Trend: Tracks revenue from one-time purchases.
• Recurring Revenue Trend: Tracks revenue from subscriptions or repeated payments.

Understanding your customers’ payment behavior is essential. These widgets will help:

• Paying Customer Trend: See how many customers are making payments each month.
• Payment Success Trend: Tracks the number of successful payments.
• Payment Failed Trend: This shows how often payments fail.

This feature helps you see which payment channels are bringing in the most revenue:

• Revenue by Channels: Breakdown of payments from different sources (credit card, PayPal, etc.).
• Subscription Creation Trend: This shows the number of new subscriptions each month.
• Subscription Cancellation Trend: Helps track cancellations and potential revenue loss.

If you use coupons and invoices, these widgets will help:

• Coupon Redemption Trend: Tracks how many customers use discount coupons.
• Coupon Redemption Amount Trend: Shows the total value of discounts used.
• Invoice Sent Trend: Tracks how many invoices you’ve sent to customers.
• Invoice Paid Trend: This shows the percentage of invoices that have been paid.

No one likes refunds, but it’s important to track them:

• Refund Trend: Keeps track of how often refunds happen.
• Refund Amount Trend: Shows the total amount of money refunded.

Now that you know what’s new, let’s talk about why these updates matter.

Instead of opening multiple reports, you can view all your payment details directly on your GoHighLevel Dashboard. This saves you time and helps you quickly understand your business’s financial health.

By looking at revenue trends and payment insights, you can see if your business is growing, staying the same, or losing customers. This helps you make smarter business decisions.

By monitoring failed payments, refunds, and subscription cancellations, you can fix payment issues before they become a big problem. This keeps your cash flow stable and ensures you get paid on time.

If you see that a certain payment method is bringing in more revenue, you can focus more on that option. If a lot of customers are canceling subscriptions, you can find ways to keep them.

Setting up the GoHighLevel Payment Widgets is easy! Just follow these steps:

Step 1: Open Your GoHighLevel Dashboard  

• Log in to your GoHighLevel account.
• Navigate to your Sub Account Dashboard.

Step 2: Add a New Payment Widget  

• Click on Edit at the top right corner.
• Select Add Widget from the menu.

Step 3: Choose the Widget You Need  

• Scroll to the Payments category.
• Click on the widget that best fits your needs (e.g., Total Revenue, Payment Success Trend, etc.).

Step 4: Customize the Widget  

• Filter by time range (last month, last 6 months, etc.).
• Switch chart types (bar chart, line chart, etc.).
• Apply themes to match your dashboard style.

Step 5: Save Your Changes  

• Once you’re happy with your setup, click Save to apply the changes.
• Your widgets will now appear on your GoHighLevel Dashboard.

Now that you have the GoHighLevel Payment Widgets set up, here are some ways to use the data to improve your business:

• Increase Revenue – If you see a drop in recurring revenue, offer special promotions to keep customers subscribed.
• Reduce Failed Payments – Set up automated reminders for customers with failed transactions.
• Improve Customer Retention – If many customers are canceling, reach out and offer discounts or better services.
• Optimize Payment Methods – If one payment channel is performing better, focus on making it even more convenient for customers.

The new GoHighLevel Payment Widgets update makes it easier than ever to track payments, revenue, and customer trends. With these insights, you can grow your business, improve cash flow, and make better financial decisions.

Have you tried the new GoHighLevel Payment Widgets? Let us know in the comments how they’re working for you!

For more GoHighLevel Reporting tips, check out our other blog posts and article!