How to Build a Client Dashboard in ClickUp

ClickUp can become your single source of truth for every client when you know how to design a clear, shareable client dashboard that surfaces the right information at the right time.

This how-to guide walks you through planning, building, and optimizing a professional client dashboard that keeps both your team and your clients aligned.

Step 1: Plan Your ClickUp Client Dashboard

Before you start adding widgets, clarify what your client actually needs to see. This keeps your ClickUp dashboard focused and easy to understand.

Define your client’s goals

List the core outcomes your client cares about, such as:

• Overall project status and health
• Upcoming milestones and deadlines
• Budget, hours, or scope usage
• Risks, blockers, and open questions

These goals will decide which data and views you surface in the client dashboard.

Choose the right data sources in ClickUp

Decide where your client work will live inside ClickUp so your dashboard can pull accurate, real-time information. Common setups include:

• One Space for each major client
• Folders for initiatives, campaigns, or projects
• Lists for task groups, sprints, or deliverable types

Make sure tasks use consistent fields, such as assignees, due dates, priorities, and custom fields like budget, retainer, or phase.

Step 2: Set Up the Workspace Structure

A clean structure in ClickUp makes client dashboards reliable and easy to maintain.

Create or refine your client hierarchy

Organize your work using a predictable layout, for example:

• Workspace: Your company or agency
• Space: Client name
• Folders: Projects, campaigns, or products
• Lists: Sprints, deliverable groups, or phases

Use the same hierarchy for all clients so you can reuse dashboard patterns efficiently.

Standardize fields for reporting

To make your ClickUp dashboard meaningful, standardize data with:

• Status groups that reflect your workflow (For example: Backlog, In Progress, In Review, Complete)
• Custom fields for budget, time usage, priority, channel, or owner
• Tags to track themes like "risk", "blocked", or "VIP"

Consistent data is what allows dashboard widgets to tell a clear story to your clients.

Step 3: Create a New ClickUp Dashboard

With your structure decided, you can now build a dedicated client overview in ClickUp.

1. Open your Workspace.
2. Navigate to the Dashboards area.
3. Click to create a new dashboard.
4. Name it clearly, such as "Client Name – Executive Overview".
5. Set sharing to private while you build and refine the layout.

Keeping the dashboard private at first lets you experiment with widgets, layout, and filters without confusing your client.

Decide who the dashboard is for

Every dashboard in ClickUp should be designed with a specific audience in mind. Typical audiences include:

• Client executives who want a top-level summary
• Client project owners who need more detail on deliverables
• Your internal team who require a deeper operational view

Use different dashboards for each group instead of trying to make one layout satisfy everyone.

Step 4: Add Core ClickUp Dashboard Widgets

Now you can add widgets to your ClickUp dashboard that match your client’s goals.

Show overall project health

Use widgets that highlight the big picture at a glance:

• Task list or table widget filtered to active projects
• Status pie chart showing how many tasks are in each stage
• Progress bar for completion percentage across key lists or folders

Keep this section at the top of the dashboard so clients immediately see how work is progressing.

Highlight upcoming deadlines and milestones

Help your clients track what is coming next using:

• Calendar or timeline widgets that show upcoming due dates
• Milestone views filtered to critical deliverables
• Assignee filters so clients can see who owns each next step

Use simple date filters such as "this week", "next week", or "this month" to reduce noise.

Expose risks and blockers

To build trust, surface what is not going smoothly as well as what is on track. In ClickUp, you can:

• Create a widget filtered by a "risk" or "blocked" tag
• Use a separate list widget for overdue tasks
• Add a notes or rich text widget for a written risk log

This makes it easy to discuss issues in recurring client meetings.

Step 5: Build Financial or Effort Views in ClickUp

Many client dashboards need to show budget, time, or effort usage.

Use custom fields for budget tracking

When custom fields are applied consistently in ClickUp, you can create widgets that summarize:

• Budget allocated vs. used
• Hours estimated vs. logged
• Scope count, such as number of deliverables or stories

Group or filter these widgets by list, assignee, or phase to give your client the level of detail they need.

Visualize performance trends

If you track marketing or product performance in ClickUp, you can add widgets that surface:

• Campaign performance data stored in tasks or fields
• Release progress for product roadmaps
• Backlog size and throughput over time

Use charts where possible so clients can understand trends quickly.

Step 6: Configure Filters, Groups, and Permissions

A client-safe dashboard in ClickUp depends on precise filters and access controls.

Apply tight filters to client data

In each widget, make sure you filter only to the client’s own Space, Folder, or Lists. Common filters include:

• Location (Space/Folder/List dedicated to that client)
• Status (exclude closed or archived tasks if you want a clean active view)
• Custom fields (include only relevant campaigns, products, or teams)

Verify that no cross-client data appears in any widget before sharing the dashboard externally.

Set sharing and guest access in ClickUp

To give your clients direct visibility into the dashboard:

• Share the dashboard with specific client users or guests
• Restrict editing permissions so they cannot change the layout
• Use view-only or limited access for sensitive lists and tasks

You can also keep certain internal views private and create a separate client-facing dashboard with a simplified layout.

Step 7: Make Your ClickUp Dashboard Easy to Read

A well-designed client dashboard is simple, visual, and fast to scan.

Organize the layout logically

Arrange widgets on your ClickUp dashboard in a narrative order:

1. Top row: overall health and key metrics
2. Middle section: timelines, milestones, and deliverables
3. Bottom section: risks, issues, notes, and decisions

Use consistent colors and labels across widgets so clients recognize patterns easily.

Add context with notes and documentation

Augment the data in ClickUp with written explanations, such as:

• A summary note for the current reporting period
• Highlights of wins, changes, and key decisions
• Links to client-facing docs, meeting notes, or briefs

This gives clients both the numbers and the story behind them.

Step 8: Reuse and Improve Your ClickUp Dashboard

Once you build one strong client dashboard, you can adapt it for others in ClickUp.

Save and replicate your structure

Standardize your approach by:

• Using similar widgets and filters across clients
• Cloning dashboards and updating filters to the new client’s Space
• Aligning naming conventions for all client dashboards

This lets you launch a new client with a polished dashboard in minutes instead of hours.

Review and refine during client meetings

Open your ClickUp dashboard in every client check-in and ask:

• Which sections are most useful?
• What feels confusing or too detailed?
• Is there any metric or view they wish they had?

Iterate based on feedback so the dashboard stays aligned with how your clients actually work and make decisions.

Additional Resources

To explore more strategies and examples based on the original guide, visit the source article on the ClickUp client dashboard blog.

If you need help designing repeatable reporting systems, you can also work with specialists at Consultevo to refine your workflows and client communication processes.

By planning your data structure carefully, selecting focused widgets, and refining your layout over time, you can turn ClickUp into a transparent, dependable hub for every client relationship.

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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