What This Update is About

We are thrilled to announce the launch of the Product Adoption Dashboard! This powerful new reporting suite monitors exactly how deeply your SaaS customers are using the features available in their accounts.

Instead of guessing if your customers are finding value, this dashboard answers four core questions:

1. Assets: What have they created or acquired? (Potential value)

2. Active Assets: How many are properly set up? (Ready for use)

3. Engagement: How much actual usage is happening? (Actions & outputs)

4. Time Spent: How much time are they investing? (Focus depth)

👉 Learn More About Product Adoption Overview

👉 Learn More About Product Adoption Sub-Accounts

👉 Learn More About Product Adoption Features

👉 Learn More About Product Adoption Assets

Key Features

• 🗺️ Four Specialized Views The dashboard is broken down into four navigable tabs: Overview, Sub-Accounts, Features, and Assets.

• 🎯 Comprehensive Feature Tracking We track adoption across 9 key product areas, including Workflows, Contacts, Payments, Calendars, Custom Menu Links, Conversations, Phone, SMS, and Email.

• 🔄 Nightly Data Sync Data is refreshed via a background process from GHL APIs daily, ensuring you have accurate, up-to-date metrics.

• 📅 Flexible Global Controls Use the global time range selector to view data across presets like "Last 30 days," "Quarter to Date," or use the custom date range picker for up to a 365-day span.

Why it Matters

Retention starts with adoption. By understanding exactly what your users are building, configuring, and utilizing, you can proactively intervene when an account stalls or confidently upsell when they are heavily engaged.

Need help with the New Product Adoption?

💬 Reach out or submit a ticket through our Chat Widget — we're here to help!