How to Build a Competitor Dashboard in ClickUp
Using ClickUp to build a competitor dashboard helps you centralize market research, track rival performance, and align your product and marketing decisions in one organized workspace.
This how-to guide walks you step-by-step through creating a complete competitor dashboard based on the framework described in the official ClickUp competitor dashboard article. You will learn how to structure Spaces, Lists, views, and fields so your team can easily monitor competitors and act on insights.
Plan Your ClickUp Competitor Dashboard Structure
Before building anything, decide how you want to organize competitor information in ClickUp so it scales with your team.
Define the main goals of your ClickUp dashboard
Clarify what your team needs from this workspace. Common goals include:
- Monitoring product releases from key competitors
- Tracking pricing changes, packaging, and positioning
- Collecting sales and objection handling insights in one place
- Aligning marketing campaigns with competitive moves
Write these goals down in a Doc or text field so everyone understands the purpose of your ClickUp setup.
Choose a Space and high-level hierarchy
In ClickUp, your competitor dashboard will typically live in a dedicated Space, such as “Competitive Intelligence” or “Market Research.” Inside that Space, plan to use:
- Folders for groups of competitors (e.g., Direct, Indirect, Emerging)
- Lists for specific tracking categories (e.g., Profiles, Releases, Pricing, Messaging)
- Tasks for individual competitors or specific events (e.g., new launch, campaign, update)
This hierarchy lets you keep a clean, flexible competitor dashboard as your ClickUp workspace grows.
Set Up Your ClickUp Space and Folders
Once you have a high-level plan, you can start configuring the core structure inside ClickUp.
Create a dedicated ClickUp Space
- From the sidebar, click the + Space button.
- Name it something clear, like Competitive Intelligence or Competitor Dashboard.
- Assign the Space to relevant teams (product, marketing, sales, leadership).
- Set permissions so only authorized users can edit sensitive data.
This Space becomes the central hub for all competitor-related work in ClickUp.
Add folders for competitor segments
Inside your new Space, create folders for the types of competitors you track. Examples include:
- Direct Competitors – Companies offering similar products to the same audience
- Indirect Competitors – Alternative solutions solving the same problem
- Emerging Competitors – Startups or new market entrants you want to monitor
This folder layout keeps your ClickUp competitor dashboard organized as you add more entries over time.
Create ClickUp Lists for Core Competitor Data
Lists are where you group related tasks. In a competitor dashboard, each List represents a different slice of information about rivals.
Build a competitor profiles List in ClickUp
Start with a master “Competitor Profiles” List to capture key details about each company.
- In the appropriate folder, click + List and name it Competitor Profiles.
- Create one task per competitor (e.g., “Company A,” “Company B”).
- Add custom fields to standardize your data collection, such as:
- Market segment
- Primary audience
- Core value proposition
- Pricing tier
- Key strengths
- Key weaknesses
This List becomes the reference library for all competitors you track in ClickUp.
Set up Lists for launches, pricing, and messaging
Next, create additional Lists for specific types of events and insights:
- Product Launches – Each task is a release or feature update.
- Pricing & Packaging – Each task tracks a change in plans, discounts, or bundles.
- Marketing & Positioning – Each task covers a campaign, messaging shift, or content initiative.
Using multiple Lists in ClickUp lets you slice competitor activity by theme while still linking everything back to the main profiles.
Design Custom Fields for Your ClickUp Dashboard
Custom fields are essential to turning a basic workspace into a powerful, filterable competitor dashboard inside ClickUp.
Core custom fields to add
Across your competitor Lists, consider adding fields such as:
- Competitor Type (dropdown: Direct, Indirect, Emerging)
- Impact Level (low, medium, high)
- Status (tracking, validated, deprecated)
- Feature Area (for product launches: billing, collaboration, reporting, etc.)
- Region (global, North America, EMEA, APAC, etc.)
These fields allow you to filter, sort, and report on competitors quickly from any ClickUp view.
Standardize naming and data entry
To keep your ClickUp dashboard clean and reliable over time:
- Create a short naming convention guide in a Doc.
- Use dropdowns instead of free text whenever possible.
- Define when and how data should be updated (e.g., weekly reviews).
Consistent field usage ensures your competitor dashboard remains trustworthy and easy to query.
Build ClickUp Views for Fast Competitive Insights
Views allow you to transform the same data into different lenses for product, marketing, and leadership teams.
Create board and list views by competitor type
- From your main competitor List, add a Board view.
- Group by the Competitor Type field to see direct, indirect, and emerging rivals in columns.
- Save filters so team members can quickly focus on “High impact” or specific regions.
Also keep a clean List view in ClickUp for detailed research work, including all custom fields and notes.
Use table and dashboard views for leadership
For high-level reporting, configure:
- A Table view summarizing key competitors and fields like Impact Level, Region, and Status.
- A ClickUp Dashboard (in the Dashboards section) with widgets such as:
- Task list widgets for launches by competitor
- Number widgets counting high-impact moves
- Pie charts slicing competitors by type or region
These views turn raw competitor data inside ClickUp into clear, actionable overviews for decision-makers.
Document Workflows and Collaboration in ClickUp
Your competitor dashboard is only valuable if teams know how to use it consistently and collaborate around the insights.
Define an update workflow
Incorporate a simple process inside ClickUp for ongoing updates:
- Assign owners for each competitor or segment.
- Use recurring tasks for monthly or quarterly reviews.
- Track new findings as comments or subtasks within the relevant competitor task.
This keeps your competitor workspace living and current instead of a static snapshot.
Use Docs and comments to share context
Attach or link Docs to key competitor tasks summarizing:
- Deep dive analyses
- Win/loss takeaways
- Sales battlecards or objection handling notes
Encourage teams to tag stakeholders in comments, link related tasks, and record decisions so ClickUp becomes the single source of truth for competitive intelligence.
Connect Your ClickUp Dashboard With Other Resources
To get the most value, integrate your ClickUp competitor dashboard with external research, analytics, and strategic frameworks.
Reference external tools and expert resources
Pair your ClickUp setup with expert guidance and strategy support. For example, growth and product teams often work with specialized consultancies such as Consultevo to refine their competitive positioning and decide which moves to prioritize.
Use links, Docs, and task relationships to connect these external insights directly into your ClickUp competitor workflows.
Next Steps for Scaling Your ClickUp Competitor Dashboard
As your market evolves, continue iterating on your structure, custom fields, and views so ClickUp remains aligned with your strategy. Regular audits of Lists, fields, and Dashboards will ensure your competitor workspace stays relevant, accurate, and easy to use for every team.
By following these steps and adapting the framework from the official ClickUp competitor dashboard guide, you can build a scalable, collaborative system that turns competitor monitoring into practical, data-driven action.
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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