SMS Reporting Widgets for Dashboards
This article covers the five SMS reporting widgets available in HighLevel Dashboards, Reporting, and Custom Metrics. You'll learn how to add widgets, configure filters using AND/OR condition logic, and build SMS performance views for your team or clients.
SMS widgets provide full parity with email reporting, allowing you to track delivery status, sender activity, source breakdown, inbound volume, and time-series trends without navigating through Conversations manually.
What Are SMS Reporting Widgets?
SMS reporting widgets are dedicated dashboard components that surface SMS performance data across your HighLevel sub-account. They provide the same level of insight and filtering granularity as email widgets, allowing agencies to track delivery outcomes, sender activity, message volume, and time-series trends in a single view.
Each widget is available in Dashboards, Reporting, and Custom Metrics, and supports AND/OR condition logic with filters for Status, Direction, Source, Sent by, and Workflow. This gives teams precise control over the data displayed, whether building client-facing SMS health reports or tracking internal team activity.
SMS widgets bring SMS reporting to full parity with email and call analytics, eliminating the need to filter through Conversations manually to understand messaging performance.
Key Benefits
SMS widgets provide agencies with actionable visibility into messaging performance without requiring custom exports or manual conversation review. Key benefits include:
Available SMS Widgets
Five SMS widgets are available across Dashboards, Reporting, and Custom Metrics. Each widget serves a specific reporting use case and supports the same filter and grouping options.
Displays the distribution of outbound SMS by delivery status. Use this widget to monitor messaging health at a glance and identify delivery issues. Status options include Sent, Delivered, Failed, Pending, Undelivered, Clicked, and Read.
Shows the count of inbound SMS received over a selected date range. Filter by Direction (Inbound/Outbound) to track two-way conversation volume and measure customer engagement.
Breaks down outbound SMS by Source: Workflow, Campaign, Bulk action, or Other. Use this widget to understand what automation or manual action is driving SMS volume and optimize your messaging strategy.
Displays outbound SMS volume per team member using the Sent by filter. Track individual user activity across the sub-account and measure team performance for accountability and training purposes.
Shows a time-series trend of SMS sent by day, week, or month. Use this widget for usage tracking, capacity planning, and client reporting. Identify spikes in messaging activity and correlate with campaigns or workflows.
How to Add and Configure SMS Widgets
Follow these steps to add an SMS widget to your dashboard and configure it for your reporting needs.
Navigate to Dashboards in your HighLevel sub-account. Open an existing dashboard or create a new one where you want to display SMS data.
Click Edit dashboard, then click Add widget. Scroll to the SMS section in the widget panel and select the widget that matches your reporting goal.
In the Edit widget panel, use the Configure tab to set the chart type, grouping option, and date range. Use the Conditions tab to add filters (Status, Direction, Source, Sent by, Workflow) with AND/OR logic. Use the Themes tab to customize the widget appearance.
Click Save changes to add the widget to your dashboard. Repeat these steps to add additional SMS widgets as needed.
Use multiple SMS widgets on the same dashboard to build a comprehensive SMS reporting view. For example, combine "SMS by Status" with "SMS Volume Over Time" to correlate delivery health with messaging activity.
Filter Options and Condition Logic
Each SMS widget supports AND/OR condition logic, allowing you to apply multiple filters simultaneously to refine the data displayed. The following filters are available:
Filter by SMS delivery status: Sent, Delivered, Failed, Pending, Undelivered, Clicked, or Read. Use this filter to isolate specific delivery outcomes and identify messaging issues.
Filter by message direction: Inbound or Outbound. Use this filter to track two-way conversation volume or focus exclusively on outbound campaigns.
Filter by the source that triggered the SMS: Workflow, Campaign, Bulk action, or Other. Use this filter to attribute SMS volume to specific automation or manual actions.
Filter by the team member who sent the SMS. Use this filter to measure individual user activity and hold teams accountable for messaging volume.
Filter by the workflow that sent the SMS. Use this filter to track SMS volume per workflow and optimize automation performance.
Combine multiple filters using AND or OR logic to create precise reporting views. For example, use "Status = Delivered AND Source = Workflow" to track successfully delivered workflow SMS, or "Sent by = User A OR Sent by = User B" to compare activity between two team members.
Frequently Asked Questions
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