Use ClickUp Dashboards for goals and OKRs

ClickUp makes it easy to manage goals and OKRs in one place using Dashboards, so you can visualize progress, keep teams aligned, and report on outcomes in real time.

This guide walks you through how to configure Dashboards, choose the right widgets, and connect your work to measurable objectives without extra manual reporting.

Why use ClickUp Dashboards for OKRs?

Dashboards are flexible reporting hubs that pull data from your Workspace into a single, shareable view. When you track goals and OKRs here, you can:

• See high-level progress at a glance.
• Drill into specific initiatives, teams, or timeframes.
• Share live status with stakeholders without exporting reports.
• Combine task, goal, and time data in one place.

Instead of managing OKRs in separate spreadsheets, you can keep everything tied directly to the work items your team uses every day.

Plan your ClickUp goal and OKR Dashboard

Before you build, decide what information you want to monitor and who will use the Dashboard.

Clarify your OKR structure in ClickUp

Make sure your goals and OKRs are already set up so the Dashboard can pull live data. Typically this includes:

• Goals: Overall outcomes you want to achieve this quarter or year.
• Targets or key results: Specific metrics that indicate success.
• Supporting tasks: Work items linked to each target.

With this foundation in place, your Dashboard can focus on measuring progress rather than defining the work.

Decide who your Dashboard is for

Different audiences need different views. Common examples include:

• Executive leadership: Top-level goal progress, major risks, and status by department.
• Team leads: OKRs for a specific team or initiative, plus workload and blockers.
• Individual contributors: Personal or squad-level goals and task progress.

Plan to create separate Dashboards if each audience needs a different slice of OKR information.

Create a ClickUp Dashboard for goals and OKRs

Once your objectives are defined, you can create a new Dashboard dedicated to tracking them.

1. In your Workspace, open the Dashboards area.

2. Select the option to create a new Dashboard.

3. Give it a clear, goal-focused name, such as “Q3 Marketing OKRs” or “Company-wide Strategic Goals”.

4. Set sharing and permissions so the right people can view or edit it.

After you create the Dashboard shell, you can start adding widgets that pull in goal, task, and time data.

Key ClickUp Dashboard widgets for OKRs

Widgets are the building blocks of your OKR Dashboard. Each one provides a specific type of insight, such as progress, workload, or time tracking.

Goals widget for objective tracking

The Goals widget lets you monitor the status of your Workspace goals directly on your Dashboard.

You can:

• Display one or multiple goals.
• See current completion percentage and due dates.
• Track how many targets are on track or off track.

Configure the widget to show goals for a department, a specific time period, or an entire company initiative.

ClickUp task-based widgets for key results

Many OKRs rely on task completion to represent progress on key results. Task-based widgets help you visualize this connection.

Useful widget types include:

• Task list or table widgets: Show tasks linked to a particular goal, Folder, or List, including status and assignees.
• Status or pie chart widgets: Summarize how many tasks are in each status, so you can see what’s in progress or blocked.
• Line or bar chart widgets: Trend completion over time for ongoing initiatives.

Filter each widget to focus on the Lists, tags, or Custom Fields that best represent your key results.

Time tracking widgets for time-bound OKRs

If your OKRs involve improving efficiency, reducing time spent, or tracking billable work against goals, time-based widgets are essential.

From these widgets, you can:

• Monitor total time tracked for selected tasks or Lists.
• Compare estimated versus actual time on key initiatives.
• Measure time by assignee, so you can spot workload imbalances.

Use consistent time-tracking practices across your Workspace so the Dashboard shows accurate, reliable data.

ClickUp workload and performance widgets

OKRs often depend on how balanced and productive your teams are. Add widgets that surface performance indicators, such as:

• Workload by assignee: View how many tasks or story points each person is handling.
• Tasks by priority: Confirm that high-priority work aligns with key results.
• Completed tasks over time: Track throughput against your targets.

These widgets help you understand whether your resource allocation supports your goals.

Configure filters and views for goal clarity

To keep your OKR Dashboard focused, apply filters and settings that highlight only the most relevant data.

Filter your ClickUp Dashboard data

Common filter strategies include:

• Showing only tasks from specific Spaces, Folders, or Lists tied to the OKR.
• Filtering by Custom Fields such as initiative name, quarter, or department.
• Limiting to certain assignees, such as a specific team.
• Using date filters to display work completed in a given time range.

By consistently using the same filters across widgets, you’ll get a cohesive view of each objective.

Organize widgets into logical sections

Arrange widgets in your Dashboard so stakeholders can quickly understand the story behind your OKRs.

• Place high-level goal progress at the top.
• Group task and status widgets beneath each objective.
• Include time or workload widgets in a separate section for operational insights.

This layout makes it simple to move from an overview into the details when answering questions during reviews.

Share and maintain your ClickUp OKR Dashboard

Dashboards are most valuable when they are kept current and accessible.

Share your ClickUp Dashboard with stakeholders

Adjust sharing permissions so the right people can view or edit your Dashboard.

• Share with entire teams for transparency.
• Provide view-only access to executives.
• Limit edit rights to a small admin group.

You can also open the Dashboard during recurring meetings, such as weekly team syncs or monthly OKR reviews, to guide discussion.

Keep Dashboard data accurate over time

Because your Dashboard pulls live data, make sure underlying items stay up to date.

• Update goal statuses and target values on a regular schedule.
• Ensure tasks are moved through the correct statuses.
• Encourage consistent time tracking when you use time widgets.

Regular maintenance helps your OKR Dashboard remain a reliable reporting source, instead of something you only refresh at the end of the quarter.

More resources for optimizing ClickUp

To explore advanced ways to track goals and OKRs with Dashboards, see the official product guidance on the ClickUp help center article about using Dashboards for goals and OKRs.

If you want expert help designing scalable Workspace structures, custom fields, and reporting strategies, you can also work with specialists at Consultevo to optimize your setup.

By thoughtfully combining goals, tasks, and widgets, your Dashboards in ClickUp can become a powerful, living source of truth for all your goals and OKRs.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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