How to Build Dashboards in ClickUp Step by Step

ClickUp makes it easy to turn scattered project data into clear dashboards that look and feel like Google Sheets, but with more flexibility, automation, and context. This guide walks you through how to plan, build, and optimize dashboard-style views using ClickUp features inspired by the best Google Sheets dashboard templates.

Following these steps, you can track goals, KPIs, budgets, and team performance in one place, without having to jump between spreadsheets and project tools.

Plan Your ClickUp Dashboard Structure

Before you build anything, clarify what your dashboard needs to show and where the data will live inside ClickUp.

Define the purpose of your ClickUp dashboard

Start by writing a one-sentence purpose statement. For example:

Marketing performance dashboard for weekly KPI reviews
Executive project portfolio dashboard for status reporting
Revenue and budget dashboard for monthly forecasting

Then list the questions your dashboard should answer, such as:

Which projects are at risk right now?
How much of the budget have we used this month?
Are we on track to hit our quarterly goals?

Organize your ClickUp hierarchy

To keep data clean and reportable, structure your ClickUp Workspace so dashboards can pull consistent fields.

Choose the right level: Decide whether your dashboard will report on a Space, a Folder, or multiple Lists.
Standardize custom fields: Use the same fields (like Budget, Owner, Status, Priority) across related Lists.
Align naming conventions: Keep task names, statuses, and tags consistent so your charts and tables stay accurate.

Set Up Google Sheets-Style Views in ClickUp

Instead of manual spreadsheets, you can replicate Google Sheets dashboard templates with views directly inside ClickUp.

Create a ClickUp Table view

Table view gives you a grid experience like Google Sheets while connecting directly to tasks and custom fields.

Open the Space, Folder, or List where your data lives.
Click + View and select Table.
Name the view to match your dashboard purpose, such as “Marketing KPIs” or “Sprint Budget”.
Show or hide columns to display just the fields you need (Status, Assignee, Due Date, Effort, Budget, and so on).

Use filters and grouping to turn this grid into a focused dashboard slice.

Filter by active tasks, time frame, or owner.
Group by Status, Assignee, or Priority to see patterns at a glance.
Sort by due date, remaining budget, or progress to surface the most important work.

Use ClickUp Dashboard widgets for visual insights

To go beyond a spreadsheet-style grid, add visual widgets to a Dashboard page in ClickUp.

Go to the Dashboards section in your Workspace.
Click + New Dashboard and choose a name and privacy settings.
Add widgets like Line Chart, Bar Chart, Pie Chart, Number, and Task List.
Connect each widget to the right Space, Folder, or List and select the custom fields and filters.

This approach mirrors Google Sheets dashboard templates but with real-time data and built-in collaboration.

Build KPI Reporting in ClickUp

A strong dashboard starts with measurable KPIs. Use ClickUp features to bring those KPIs to life without exporting to spreadsheets.

Track project KPIs with ClickUp custom fields

Custom fields transform simple task lists into structured data, much like columns in Google Sheets.

Open a List and click + Add Custom Field.
Choose field types such as Number, Currency, Dropdown, or Formula.
Create fields for KPIs like Estimated vs. Actual Hours, Budget Used, MQLs, or Conversion Rate.
Apply these fields across all Lists that should appear on the same ClickUp dashboard.

Once your data is standardized, you can easily visualize it in Dashboard widgets or Table views.

Visualize performance with ClickUp charts

Charts convert your raw KPI data into simple visuals.

In your Dashboard, add a Line, Bar, or Pie widget.
Select the tasks to include, such as all items in a marketing Space.
Choose a numeric custom field (for example, Revenue or Hours Logged) as the metric.
Group data by time period, assignee, status, or custom field values.

You can replicate Google Sheets dashboard templates like revenue trend charts or workload charts without leaving ClickUp.

Create Budget and Financial Dashboards in ClickUp

Budget management is a common reason teams turn to spreadsheet dashboards. You can handle similar use cases directly in ClickUp while keeping data tied to tasks and projects.

Set up budget fields in ClickUp

Create straightforward budget tracking by adding a few key custom fields.

Planned Budget (Currency)
Actual Spend (Currency)
Remaining Budget (Formula: Planned Budget – Actual Spend)
Cost Category (Dropdown: Media, Software, Labor, etc.)

Apply these fields across all Lists where spending occurs so a single dashboard can summarize everything.

Build a budget status ClickUp dashboard

Combine widgets to monitor your financial health like a spreadsheet-based report.

Add a Number widget to show total Planned Budget vs. Actual Spend.
Use a Bar chart to compare spend by Cost Category.
Include a Table widget filtered to over-budget items using the Remaining Budget field.
Add a Pie chart to show budget distribution by project or client.

This lets you see where money is going and which projects need attention, all inside ClickUp.

Automate Data Refresh Instead of Manual Google Sheets Updates

Manual spreadsheet updates are slow and error-prone. ClickUp dashboards stay current by pulling data directly from tasks, automation, and integrations.

Use ClickUp automation to keep dashboards accurate

Automation can update fields, statuses, and dates that power your dashboard visuals.

Open the Space, Folder, or List you want to automate.
Click Automate to open the automation center.
Choose triggers like Task status changes, Due date arrives, or Custom field updated.
Set actions such as updating another field, applying a tag, or moving the task.

Because dashboards read directly from the latest task data, your reporting refreshes automatically.

Connect external data into ClickUp

If you still rely on tools like Google Sheets for raw data collection, you can sync that information into ClickUp using integrations or automation platforms. This way your dashboards remain the source of truth, even when data originates in other systems.

Collaborate and Share ClickUp Dashboards

Dashboards only work when stakeholders can actually see and understand them. ClickUp provides sharing and collaboration tools that make this simple.

Share ClickUp dashboards with your team

To share a dashboard with your organization:

Open the dashboard and click the sharing or permissions icon.
Choose whether it is private, shared with specific people, or visible to everyone in a Space.
Adjust edit rights so only owners can change widgets or filters.

Because all the data lives in ClickUp, everyone sees the same real-time numbers without version conflicts.

Use comments and tasks to take action

A dashboard should drive decisions, not just display metrics.

Use comments on tasks surfaced in your widgets to discuss next steps.
Create follow-up tasks directly from dashboard insights.
Pin key dashboards to Favorites so leaders can find them instantly.

Learn More and Improve Your ClickUp Setup

If you want more inspiration for spreadsheet-style reporting, you can study popular dashboard designs from the original source article at this Google Sheets dashboard template guide. Then translate the ideas into ClickUp using the steps above.

For teams that need help designing advanced reporting structures, automation, or integrations around ClickUp, you can also work with a consulting partner like Consultevo to build a scalable system.

By planning your data structure, using Table and Dashboard views, configuring KPI and budget fields, and automating updates, you can replace fragile spreadsheets with reliable, real-time dashboards in ClickUp.

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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