Opportunities Widgets in Dashboards & Reports

Modified on: Thu, 18 Jun, 2026 at 5:23 AM

TABLE OF CONTENTS

Overview
Available Opportunities Widgets
- Supported Chart Types
Group By Options
Date Properties
Filtering Opportunities Widgets (Conditions)
- Standard Filters
- Attribution Filters
Where to Use Opportunities Widgets
Frequently Asked Questions (FAQs)

Overview

Opportunities Widgets let you track and analyze your pipeline directly inside your dashboards and custom reports. From total opportunity counts and revenue trends to lost reason breakdowns and this-month win rates, these widgets give you a full picture of your pipeline health — without leaving HighLevel.

All Opportunities Widgets support multiple chart types and can be filtered using conditions to scope results to a specific pipeline, stage, status, assignee, or attribution source.

Available Opportunities Widgets

There are 17 Opportunities Widgets available. Each widget opens with a default chart type but can be switched to any supported chart type from within the widget settings.

#	Widget Name	Default Chart	Metric	What It Shows	Default Filter	Date Scope
1	Opportunity Count	Number	Count	Total number of all opportunities	None	Dashboard Date Range
2	Opened Opportunities	Number	Count	Number of opportunities currently open	Status = Open	Dashboard Date Range
3	Opened Opportunity Value	Number	Sum of Monetary Value	Combined monetary value of all open opportunities	Status = Open	Dashboard Date Range
4	Won Opportunities	Number	Count	Number of won opportunities	Status = Won	Dashboard Date Range
5	Won Opportunity Value	Number	Sum of Monetary Value	Combined monetary value of won opportunities	Status = Won	Dashboard Date Range
6	Lost Opportunities	Number	Count	Number of lost opportunities	Status = Lost	Dashboard Date Range
7	Lost Opportunity Value	Number	Sum of Monetary Value	Combined monetary value of lost opportunities	Status = Lost	Dashboard Date Range
8	Lost Opportunities By Reason	Donut	Count	Breakdown of lost opportunities split by loss reason	Status = Lost	Dashboard Date Range
9	Abandoned Opportunities	Number	Count	Number of abandoned opportunities	Status = Abandoned	Dashboard Date Range
10	Abandoned Opportunity Value	Number	Sum of Monetary Value	Combined monetary value of abandoned opportunities	Status = Abandoned	Dashboard Date Range
11	Total Opportunity Value	Number	Sum of Monetary Value	Combined monetary value of all opportunities regardless of status	None	Dashboard Date Range
12	Opportunity Counts by Status	Donut	Count	Distribution of opportunities across all statuses	None	Dashboard Date Range
13	Opportunity Counts Over Time	Line	Count	How opportunity creation trends over a time period	None	Dashboard Date Range
14	Opportunity Revenue Over Time	Line	Sum of Monetary Value	How opportunity revenue trends over a time period	None	Dashboard Date Range
15	Won Opportunities This Month (For You)	Number	Count	Won opportunities this month assigned to the logged-in user	Status = Won + Assigned User = logged-in user	This Month (fixed)
16	Won Opportunities Value This Month	Number	Sum of Monetary Value	Total won revenue this month across all team members	Status = Won	This Month (fixed)
17	Won Opportunities Value This Month (For You)	Number	Sum of Monetary Value	Total won revenue this month for the logged-in user	Status = Won + Assigned User = logged-in user	This Month (fixed)

Note: Widgets #15, #16, and #17 use a fixed date scope (This Month). They do not follow the dashboard's global date range selector unless modified in Configure.

Note: Widgets #15 and #17 are "For You" widgets — they are scoped to the currently logged-in user via a built-in Assigned User filter. When included in a scheduled report, they reflect the data of the report owner, not the recipient.

Supported Chart Types

All 17 Opportunities Widgets can be switched to any of these (supported) chart types from within widget settings:

Chart Type	Best For
Number	Single KPI / quick count or value
Donut	Distribution / breakdown by category (e.g. by status, by lost reason)
Bar	Comparing values across categories
Line	Trends over time
Horizontal Bar	Comparing many categories with long labels
Table	Detailed row-level breakdown

Group By Options

Widgets that support a breakdown dimension can be grouped by the following fields. Grouping is available on widgets #8, #12, #13, and #14.

Group By Option	What It Groups By
Status	Open / Won / Lost / Abandoned
Assignee	The user assigned to each opportunity
Followers	Users following the opportunity
Source	The source field on the opportunity record
Pipeline	The pipeline the opportunity belongs to
Stage	The stage within the pipeline
Lost Reason	The reason recorded when the opportunity was marked Lost
Session Source	Session-level traffic channel (e.g. Organic Search, Paid Social)
Medium	Attribution medium (e.g. Form, Facebook, Calendar)

Tip: Combine Group By with a Status condition to go deep — for example, set Status = Lost as a filter, then Group By Lost Reason to see exactly where deals fall off.

Date Properties

Opportunities Widgets can be measured against the following date fields. The date property determines which timestamp is used when the dashboard date range is applied.

Date Property	Description
Created On	When the opportunity was created (default for most widgets)
Updated On	When the opportunity record was last modified
Status Change	When the opportunity's status last changed (e.g. when it was marked Won or Lost)

Important — Status Change date caveat: The Status Change date reflects the most recent status change, not when the opportunity originally entered a given status. If an opportunity is re-opened after being marked Lost, the Status Change date resets. This means historical dashboard figures based on Status Change can drift over time. For stable historical reporting, consider using Created On and filtering by Status instead.

Filtering Opportunities Widgets (Conditions)

Every Opportunities Widget supports filtering via Conditions in the widget settings panel. Conditions let you scope a widget to a specific subset of opportunities — for example, only opportunities in a specific pipeline, or only those lost with a particular reason.

There are 24 condition fields available, split into standard fields and attribution fields.

Standard Filters

Condition Field	Data Type	Available Operators	Value Input	Notes
Status	Enum	Is / Is not / Is one of / Is none of	Open / Won / Lost / Abandoned	Setting Status = Lost unlocks the Lost Reason child field
Assigned User	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup
Followers	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup
Business Name	String	Is / Is not / Is empty / Is not empty	Text input
Tags	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty / Is all of	User/Reference lookup
Primary Contact Name	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup
Pipeline	Enum	Is / Is not / Is one of / Is none of	User/Reference lookup	Setting a Pipeline value unlocks the Stage child field
Lead Value	Number	Is / Is not / Is more than / Is more than equal to / Is less than / Is less than equal to / Is empty / Is not empty	Number input
Lost Reason	Enum (dependent)	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup	Requires Status = Lost to be set first
Stage	Enum (dependent)	Is / Is not / Is one of / Is none of	User/Reference lookup	Requires a Pipeline to be selected first
Source	Enum	Is / Is not	Text input
Custom Fields	Custom (per field type)	Varies by custom field type	User/Reference lookup

Attribution Filters

Attribution filters unlock additional sub-filters once the parent Attribution field is set. Select either First Attribution or Latest Attribution first — the child fields below then become available.

Condition Field	Parent Required	Available Operators	Value Input
Attribution	—	Is	First Attribution / Latest Attribution
Medium	Attribution	Is / Is not / Is one of / Is none of	Form / Survey / Calendar / Chat Widget / CSV Import / Manual / API / Order Form / Two Step Order Form / Facebook / TikTok / Membership / Conversation / Zapier / Other
Session Source	Attribution	Is one of / Is none of	Direct Traffic / Organic Search / Paid Search / Social Media / Paid Social / Referral / Third Party / CRM UI / Email Marketing / Trigger Links / Other
UTM Medium	Attribution	Contains	Text input
UTM Source	Attribution	Contains	Text input
UTM Campaign	Attribution	Contains	Text input
UTM Campaign ID	Attribution	Is / Is not	Text input
UTM Keyword	Attribution	Contains	Text input
UTM Content	Attribution	Contains	Text input
UTM Matchtype	Attribution	Contains	Text input
UTM Ad ID	Attribution	Is / Is not	Text input
UTM Ad Group ID	Attribution	Is / Is not	Text input

How Attribution filtering works:
In the Conditions panel, set Attribution to either First Attribution or Latest Attribution.
Once set, Medium, Session Source, and all UTM fields become available.
All child fields apply against the touchpoint you selected (first or latest).
If you use Session Source or Medium in the Group By or View By dropdown, only one compound filter group is allowed, and it must include the Attribution Type. Adding multiple filter groups disables attribution-based fields in the dropdown.

Where to Use Opportunities Widgets

All 17 Opportunities Widgets are available in both surfaces:

✅ Dashboards — for always-on pipeline monitoring and daily check-ins
✅ Custom Reports — for scheduled delivery and client-ready exports

Frequently Asked Questions (FAQs)

Q: What is the difference between "Won Opportunity Value" and "Won Opportunities Value This Month"?

"Won Opportunity Value" follows the dashboard's global date range — it shows won revenue for whatever period you've selected. "Won Opportunities Value This Month" always shows the current calendar month, regardless of the dashboard date range selector.

Q: Why do my Won/Lost numbers change when I look back at last month?

If you're using Status Change as the date property, this is expected behaviour. Status Change reflects the most recent status change on the record, so reopened or re-lost opportunities update the date retroactively. Use Created On as the date property and filter by Status for stable historical counts.

Q: Can I see opportunities broken down by pipeline stage?

Yes. Use Opportunity Counts by Status or Opportunity Counts Over Time, then set Group By → Stage. To scope to a specific pipeline first, add a Pipeline condition filter.

Q: What is "Lost Opportunities By Reason" showing if no Lost Reason was recorded?

Opportunities marked Lost without a reason recorded will appear as a blank or "None" segment in the donut. To ensure clean data in this widget, make Lost Reason a required field in your pipeline settings.

Q: How do the "For You" widgets behave for team members with different pipelines?

"For You" widgets filter by the logged-in user's Assigned User value. They aggregate across all pipelines by default. Add a Pipeline condition to scope further.

Q: Can I filter Opportunities Widgets by a specific pipeline stage without selecting the pipeline first?

No. Stage is a dependent field — it requires a Pipeline to be selected first in the Conditions panel. Once a pipeline is selected, the stages within that pipeline become available.

Q: Do Opportunities Widgets work with Quick Filters on the dashboard?

Yes. Dashboard-level Quick Filters apply on top of any widget-level Conditions. If a widget has Status = Won set as a condition, a Quick Filter for Assignee will further narrow to won opportunities for that assignee.

For related articles, see:

What Are Dashboard Widgets? — https://help.gohighlevel.com/support/solutions/articles/155000001212-what-are-dashboard-widgets-
Customizing Dashboard Widgets — https://help.gohighlevel.com/support/solutions/articles/155000001207-customizing-dashboard-widgets
How to Create & Add Dashboard Widgets — https://help.gohighlevel.com/support/solutions/articles/155000001206-how-to-create-add-dashboard-widgets
Using Custom Fields in Sub-Account Dashboard Table Widgets — https://help.gohighlevel.com/support/solutions/articles/155000006144-using-custom-fields-in-sub-account-dashboard-table-widgets
Contacts Widgets in Dashboards & Reports — https://help.gohighlevel.com/support/solutions/articles/155000008108