Comprehensive Dashboard in GoHighLevel

Read the full SOP (Google Doc) → View build screenshots (Drive folder) →

How It Works - 5 Steps

1. Clean and structure the data - Take the client's raw certification export and organize it into a consistent format the CRM can read.
2. Set up the tracking fields - Create dedicated fields in the CRM so every certification and expiration date has a home.
3. Import and auto-classify - Load the data in and run an automated rule that assigns each caregiver a status - Compliant, Expiring Soon (30 / 7 / 3 days), or Non-Compliant.
4. Build the live dashboard - An automation pulls the latest data, refreshes it daily on its own, and displays it as a color-coded dashboard with charts and status tiers.
5. Embed it where the team already works - The finished dashboard is securely embedded directly inside the CRM, no extra logins, no separate tool to check.

The problem

Home care agencies live and die by compliance. Every caregiver carries a stack of credentials (CPR, TB test, professional license, first aid), and each one expires on its own schedule. This agency tracked all of it in spreadsheets that someone had to remember to check.

They found out a certification had lapsed the hard way: during an audit, after the caregiver had already worked shifts while non-compliant.

What I built

A compliance dashboard that reads the agency's existing caregiver records and turns them into a single screen the office staff actually checks:

• Status buckets - every caregiver is classified as Compliant, Expiring (30 / 7 / 3 days), or Non-Compliant, recomputed automatically every day.
• Color-coded badges - green, amber, red. A scheduler can see risk at a glance without reading a single date.
• Expiration charts - a live breakdown of where the roster stands, so the administrator can report compliance posture to owners in one screenshot.
• Sortable roster table - filter to "who expires this week" in one click.

Why it matters for your agency

Compliance failures aren't a paperwork problem, they're a licensing and liability problem. This system replaces "someone remembers to check the spreadsheet" with a process that cannot forget.

Try the interactive demo below. The data is fictional; the logic is the real thing.

Under the hood

The production system reads caregiver records from the agency's existing Google Sheets, recomputes compliance status on a daily trigger via Google Apps Script, and serves the dashboard through a Cloudflare Worker so the office can open it like any website, no spreadsheet access required. Status thresholds (30/7/3 days) are configurable per credential type.

• Always current - refreshes automatically every day
• See risk instantly - color-coded tiers surface what's expiring first
• Lives in one place - built into the tools the team already uses
• Zero manual upkeep - no more chasing spreadsheets