You’ve spent countless hours adjusting charts, struggling with too much or too little data. Creating a dashboard from scratch is tough, and deciphering the data’s story can be even harder.
That’s why companies seeking top-notch visualization and insights invest in advanced resources like a mission control center in ClickUp. These interactive dashboards reveal data trends, anomalies, and patterns, making the story clear.
ClickUp dashboards consolidate various information sources, providing real-time data access, understanding key metrics, identifying workflow bottlenecks, and more.
By the end of this article, you’ll discover:
- How to align your reporting type with a ClickUp Dashboard widget
- Best practices for designing and utilizing ClickUp Dashboards
- Multiple methods to display desired KPIs
- Essential questions to guide your ClickUp Dashboard creation
Let’s dive in!
What Are ClickUp Dashboards?
ClickUp Dashboards reduce the noise of status reports by serving as a single source of truth. They double as task managers and reporting tools, enabling you to:
- Quickly scan the Dashboard to grasp key takeaways
- Edit tasks and workloads directly within the Dashboard
- Add notes for additional context
- Host discussions to centralize project communication
These powerful tools allow for continuous improvement of your Dashboard with minimal effort as KPIs or team members evolve.
How Many Clicks Does It Take to Find the Desired Metric?
If your audience has to dig for information, your report loses its value. ClickUp Dashboards centralize data sources, eliminating unnecessary details to communicate key insights effectively.
Workload Balance
When team members request deadline extensions, assess the impact on the overall timeline and communicate any changes with the team to avoid disruptions.
Scannability
If your audience can’t grasp your Dashboard’s message within ten seconds, it’s ineffective. Know what KPIs they need and prioritize that information.
Real-time Data
Automate data connections where possible to save time and ensure accuracy, avoiding the manual collation of information.
ClickUp’s customizable widgets make setting up and maintaining project reporting easier and more engaging.
ClickUp Dashboard Use Cases
You don’t need to be a project management expert to utilize ClickUp Dashboards. Here are some recommended widgets for various use cases:
- 1:1 Performance Meetings + HR
- Weekly Docs: Custom Embed
- Quick Reference Links: Text Block
- Program Reports: Task List
- Feedback Discussions: Chat
- Tasks Progress: Workload by Status
- OKRs: Goals
- Overtime Hours: Bar Charts
- Construction
- Team Tasks: Task List
- Customer Satisfaction Ratio: Bar Chart
- Average Time to Fix Defects: Calculation
- Recurring Safety Meetings Doc: Custom Embed
- Utilized Budget: Calculation
- Hours by Pay Period: Bar Charts
- Project Gantt Chart: Custom Embed
- Customer Service/Support
- Open Tickets by Status: Pie Chart
- Number of New Tickets: Calculation
- Shared Tips: Chat
- Benchmarks & Goals: Goals
- Support Costs to Revenue: Calculation
- Average Reply/Resolution Time: Calculation
- Task Activity: Worked On
Popular Widgets for ClickUp Dashboards
Widgets are the foundation of ClickUp Dashboards, offering extensive customization. Here are some popular widgets to spark ideas:
Time Tracking Widgets
- Time Reporting
- Timesheet
- Billable Report
Status Widgets
- Workload by Status
- Number of Tasks in Progress
- Number of Tasks Completed
- Time in Status
Custom Widgets
- Line Chart and Pie Chart
- Portfolio
- Text Block
- Chat
Assignee Widgets
- Tasks by Assignee
- Total Unassigned Tasks
- Total Assigned (Not Completed) Tasks
Table Widgets
- Task List
- Completed Report
- Worked On
- Workspace Points
- Who’s Behind
- Activity View
Goals Widgets
- Track and edit targets in real-time
Sprint Widgets
- Burnup
- Burndown
- Cumulative Flow
- Velocity Chart
Embed Widgets
- Google Docs, Slides, Sheets
- YouTube
- Figma
- InVision
- Typeform
A ClickUp Dashboard Formula to Follow
Creating a ClickUp Dashboard that meets your design and functionality needs involves a straightforward formula:
- Define Your Dashboard Audience and Data Story
- Title: My Weekly Goals
- Audience: Myself
- Data Story: A single source of truth for my weekly tasks related to Q4 company objectives.
- Choose the Right KPIs
- KPI #1: Number of tasks in progress
- KPI #2: Weekly scorecard of targets
- KPI #3: Number of tasks overdue
- KPI #4: Q4 company objectives List
- KPI #5: Task status breakdown
- Select the Widget for Each KPI
- Calculation widget for tasks in progress and overdue tasks.
- Custom Embed widget for weekly scorecard and Q4 objectives list.
- Pie chart for task status breakdown.
- Organize Your Widgets
- Ensure key widgets are above the fold.
- Arrange widgets to communicate the data story effectively.
- Gather Feedback
- Ensure the layout is functional and visually clear.
- Iterate based on audience feedback.
Build a Dashboard in ClickUp Today
Creating a Dashboard in ClickUp is straightforward with this formula. Use this foundation to develop basic or advanced Dashboards, enhancing decision-making and productivity.
If you’ve spent countless hours creating Excel dashboards only to redo them due to data changes, try ClickUp for free today. Build a powerful Dashboard to drive better decisions and productivity. This one’s for you.