How to Build a ClickUp CRM Dashboard

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How to Build a ClickUp CRM Dashboard

A well-designed CRM dashboard in ClickUp helps your sales team track leads, manage deals, and monitor performance from a single, organized workspace. This step-by-step guide walks you through setting up spaces, views, and widgets so you can turn raw customer data into actionable insight.

The steps below are based on the CRM dashboard guidance from the official blog at ClickUp's CRM dashboard article, adapted into a clear how-to format.

Step 1: Plan Your ClickUp CRM Structure

Before building your dashboard, outline the structure you want in ClickUp so your data stays consistent and easy to report on.

Define your sales stages

List the main stages in your sales pipeline. Typical examples include:

  • New lead
  • Qualified
  • Proposal sent
  • Negotiation
  • Closed won
  • Closed lost

These stages will later become statuses or fields inside your ClickUp lists and views.

Identify key CRM fields

Decide which deal details your team must track. Common fields include:

  • Deal name
  • Company
  • Contact owner
  • Deal value
  • Expected close date
  • Lead source
  • Probability or deal stage

Planning these fields in advance ensures your ClickUp dashboard pulls the right information into widgets and reports.

Step 2: Set Up a Sales Space in ClickUp

Create a dedicated area in ClickUp to hold all your CRM lists, tasks, and dashboards.

  1. From your workspace sidebar, click to add a new Space.

  2. Name it something clear such as Sales or CRM.

  3. Choose a color and icon so your ClickUp sales space is easy to recognize.

  4. Adjust space settings, including default views and sharing options, so the right team members can access it.

Inside this new space, you'll organize folders and lists around pipelines, accounts, or territories.

Step 3: Create CRM Lists and Custom Fields in ClickUp

Next, set up lists and fields that store your customer and deal data in ClickUp.

Build your pipeline lists

In your sales space:

  1. Create a Folder named Pipeline or Opportunities.

  2. Inside the folder, add a List for your main pipeline, such as Active Deals.

  3. Use Statuses to mirror the sales stages you defined earlier.

Every deal becomes a task in this ClickUp list, moving through statuses as it progresses.

Add CRM-focused custom fields

Open your pipeline list and configure custom fields to capture deal details:

  • Currency field: Deal value
  • Date field: Expected close date
  • Dropdown: Lead source or industry
  • People: Account owner or sales rep
  • Number: Probability or deal score

These custom fields power your future ClickUp CRM dashboard, allowing widgets to sum revenue, sort deals, and group stages.

Step 4: Choose the Right Views in ClickUp

Views transform raw CRM tasks into readable layouts. Configure a few core views that your sales team can switch between quickly.

Board view for pipeline management

In your pipeline list, add a Board view and group tasks by status. This gives you a drag-and-drop kanban-style sales pipeline in ClickUp, where you can:

  • Move deals through stages visually
  • See deal value at each status
  • Filter by owner, close date, or priority

List and Table views for data clarity

Add a List view or Table view to show all deals in a compact format. Include columns for:

  • Deal name
  • Company
  • Deal value
  • Close date
  • Contact owner

This layout makes it easy to scan and sort deals directly in ClickUp before surfacing them in your dashboard reports.

Step 5: Create a ClickUp CRM Dashboard

With your CRM data in place, you can build a dashboard in ClickUp that highlights performance metrics, sales activities, and upcoming priorities.

Start a new dashboard

  1. Open your workspace sidebar and go to Dashboards.

  2. Click + New Dashboard.

  3. Name it something descriptive, such as Sales CRM Overview.

  4. Choose who can view or edit this ClickUp dashboard, such as the entire sales team or management.

Add key CRM widgets

Widgets turn your sales data into charts, tables, and summaries. Common widgets for a CRM dashboard in ClickUp include:

  • Task List widget: Shows open deals filtered by owner, close date, or stage.
  • Bar or Column chart: Displays deals by status, owner, or lead source.
  • Pie chart: Shows the distribution of deal sources or industries.
  • Number widget: Summarizes total pipeline value or closed revenue this month.
  • Workload widget: Highlights how many deals each sales rep is handling.

Connect each widget to your sales space, folder, or specific lists, then filter by status and date range to focus on the most relevant opportunities.

Step 6: Configure Filters and Segments in ClickUp

Filters and segments ensure your ClickUp CRM dashboard only shows data that matters right now.

Set global filters for your dashboard

Use the filter options available in your dashboard to fine-tune what appears in your widgets:

  • Limit to Open or Active deals
  • Filter by Close date (this month, this quarter)
  • Filter by Owner to see a specific rep's pipeline
  • Exclude Closed lost deals if they clutter your view

These filters keep your ClickUp dashboard focused on live opportunities and current sales performance.

Create saved views for different teams

You can also create multiple dashboards or saved views for different roles:

  • Sales rep dashboards with personal pipelines
  • Manager dashboards with team-wide metrics
  • Executive dashboards focused on revenue and forecasts

Using the same CRM data in ClickUp, each team sees a tailored layout without duplicating work.

Step 7: Track Activities and Follow-Ups in ClickUp

A CRM dashboard is only powerful if your underlying tasks stay up to date. Use built-in features in ClickUp to keep activities organized.

Use tasks and subtasks for sales actions

Within each deal task, add subtasks or checklists for actions like:

  • Initial discovery call
  • Demo or presentation
  • Proposal creation
  • Contract review
  • Follow-up emails

These actions can be surfaced on your ClickUp dashboard using widgets that show upcoming or overdue tasks, keeping follow-ups from slipping through the cracks.

Leverage comments and attachments

Store key conversation notes and documents directly inside each deal:

  • Use comments to record call summaries and next steps.
  • Attach proposals, contracts, and quotes.
  • Mention teammates for quick collaboration.

Because everything stays in ClickUp, your CRM dashboard reflects the true status of deals rather than scattered notes in separate tools.

Step 8: Review and Optimize Your ClickUp CRM Dashboard

Once your dashboard is live, review it regularly and improve it as your team's needs change.

  • Remove widgets the team no longer uses.
  • Add new charts to highlight trends you care about.
  • Adjust filters as your sales cycle or targets evolve.
  • Standardize naming and fields for cleaner ClickUp reports.

Small, ongoing adjustments keep your CRM system aligned with real workflows and decision-making.

Next Steps and Additional Resources

To go deeper into CRM dashboard best practices, you can reference the original guide at ClickUp's CRM dashboard blog post. For help implementing broader marketing and CRM strategies around your workspace, consider consulting specialists such as Consultevo.

By following these steps, you'll build a focused CRM dashboard in ClickUp that keeps your pipeline organized, your team aligned, and your sales performance easy to monitor in real time.

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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