CRM Dashboards in ClickUp

ClickUp makes it simple to build CRM Dashboards that give your sales, marketing, and customer success teams a real-time view of every deal, account, and pipeline stage.

This how-to guide walks you through setting up a CRM structure, adding data, and configuring widgets so your team can manage relationships efficiently.

Plan your CRM workflow in ClickUp

Before creating a Dashboard, design the CRM hierarchy in ClickUp so your deal data is organized and easy to report on.

Decide how you’ll organize ClickUp Spaces

Use Spaces to separate high-level areas of work. For a CRM, you might use:

• A dedicated Sales Space for opportunities and pipelines.
• A Customer Success Space for renewals and onboarding.
• A Marketing Space for lead handoffs.

Keeping CRM work inside one primary Space helps simplify Dashboards and filters.

Set up Folders and Lists for your pipeline in ClickUp

Within your Space, create Folders and Lists that reflect your CRM process. For example:

• Folders for each region or segment, such as North America, EMEA, or SMB.
• Lists for each pipeline or workflow, like New Business, Renewals, or Upsell.

Each List can store deal tasks, and those tasks become the data source for your CRM Dashboard in ClickUp.

Capture CRM data with tasks in ClickUp

Your CRM Dashboard is only as accurate as the deal data in ClickUp. Use tasks and Custom Fields to capture all relevant information.

Create deal tasks with key fields

For each opportunity, create a task and include important attributes using Custom Fields, such as:

• Deal value or contract amount.
• Close date or target close month.
• Sales stage or pipeline step.
• Assigned account owner.
• Lead source or campaign.

Keeping data standardized ensures ClickUp Dashboards can group, filter, and chart deals consistently.

Use statuses to reflect CRM stages in ClickUp

Customize List statuses to match your pipeline stages. For example:

• Qualified
• Discovery
• Proposal
• Negotiation
• Closed Won
• Closed Lost

When each task moves through these statuses, ClickUp can show your pipeline health and conversion by stage on a Dashboard.

Create a new CRM Dashboard in ClickUp

Once your tasks and fields are ready, build the CRM Dashboard in ClickUp to monitor performance.

1. Open your Workspace and navigate to the Dashboards area.
2. Select the option to create a new Dashboard.
3. Give your Dashboard a clear name such as Sales CRM Overview or Account Management CRM.
4. Choose the sharing and permission settings, keeping it visible to your sales and revenue teams.

After your Dashboard is created, you can start adding widgets that pull data from specific Spaces, Folders, or Lists in ClickUp.

Add CRM widgets to your ClickUp Dashboard

Widgets are the building blocks of any Dashboard in ClickUp. Choose widgets that highlight your pipeline, revenue, and activities.

Visualize pipeline value and stages

Use numeric and chart widgets to summarize pipeline health:

• Number widgets to show total open pipeline value or number of open deals.
• Pie or bar charts grouped by status to show how many deals sit in each stage.
• Line charts to track pipeline growth or closed revenue over time.

Configure each widget to use your CRM Lists, filter by active deals, and sum the correct Custom Fields.

Track individual deals and accounts in ClickUp

Use table-style widgets to display detailed deal information directly from ClickUp:

• Task List widgets to show opportunities with columns for value, owner, stage, and projected close date.
• Filter options to create views such as Deals closing this month or High-value opportunities.

Sales reps can click into tasks from the widget to update notes, attach documents, or adjust fields.

Monitor team performance and activity

A CRM Dashboard should highlight both revenue and team actions. In ClickUp, add widgets for:

• Completed tasks to show follow-ups, demos, or onboarding steps.
• Workload or activity widgets to understand how deals are distributed across account owners.
• Time-based charts to monitor how quickly deals move between stages.

These widgets help managers see which team members might need support or where processes are slowing down.

Filter and segment CRM data in ClickUp

Filters and groups allow you to tailor each Dashboard widget to specific CRM segments.

Segment by owner, region, or segment

Within your widgets, use filters to narrow results based on fields, such as:

• Account owner or sales rep.
• Region, territory, or industry.
• Deal size or priority.

This makes it easy to create specialized views, like a regional manager Dashboard or an enterprise pipeline Dashboard in ClickUp.

Highlight time-based insights in ClickUp

Leverage date filters to monitor current performance:

• Deals closing this week or month.
• Revenue closed in the last quarter.
• Opportunities created within a specific time range.

Combining date filters with groupings (for example, by stage or rep) turns your CRM Dashboard into a powerful forecasting tool.

Collaborate and share CRM Dashboards in ClickUp

Once your CRM Dashboard is built, share it with your team so everyone can work from the same data.

Control access and permissions

In ClickUp, you can:

• Share Dashboards with the entire Workspace or specific teams.
• Limit access to certain groups, such as leadership or finance.
• Allow edit access for admins while keeping others as view-only.

Thoughtful permissions keep sensitive CRM data secure without blocking collaboration.

Use ClickUp Dashboards for recurring reviews

Integrate your Dashboard into regular revenue meetings:

• Run weekly pipeline reviews directly from the Dashboard widgets.
• Use charts and tables to discuss risks, next steps, and forecast accuracy.
• Capture follow-up tasks and assign owners during the meeting.

This keeps your CRM process grounded in actual data from ClickUp rather than manual spreadsheets.

Optimize your CRM setup in ClickUp

As your team uses the CRM Dashboard, refine your setup based on feedback.

• Adjust Custom Fields to capture missing data.
• Reorganize Lists or statuses to match your actual sales process.
• Add or remove widgets to keep the Dashboard focused and actionable.

Regular improvements ensure that your CRM in ClickUp continues to align with your business goals.

Learn more about CRM Dashboards in ClickUp

For additional details and the latest product updates, review the official guide on using Dashboards for CRM in ClickUp’s help center.

If you need expert implementation support, training, or advanced workflow design, you can also explore consulting services from Consultevo.

With a well-structured Workspace, standardized deal data, and thoughtfully designed CRM Dashboards, ClickUp can become your central hub for tracking revenue, relationships, and team performance.

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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