How to Build a ClickUp Executive Dashboard

An effective executive dashboard in ClickUp helps leaders track performance, align on strategy, and make fast decisions from a single, reliable source of truth. This step-by-step guide walks you through planning, building, and optimizing an executive view that surfaces only the metrics that matter.

This how-to is based on the best practices outlined in the original executive dashboard guide on the ClickUp blog, which you can review at this source page.

Step 1: Define the Purpose of Your ClickUp Executive Dashboard

Before you create anything in ClickUp, decide exactly what your executive dashboard must answer at a glance. This prevents clutter and keeps leadership focused on outcomes instead of raw data.

Clarify the primary questions

Meet with your executive stakeholders and identify the top questions they need answered every day, such as:

• Are we on track to hit our strategic goals?
• Which initiatives are at risk?
• Where are resources constrained?
• What results did we achieve this week or month?

Capture these questions in a central Doc or task in ClickUp so the dashboard is directly mapped to them.

Choose core metrics and KPIs

For each executive question, select one to three clear metrics. Examples include:

• Overall project on-time delivery rate
• Number of high-risk or blocked initiatives
• Revenue or pipeline progress toward targets
• Customer satisfaction or NPS trends

Limit the total number of KPIs to what can fit on a single screen without scrolling. Executive dashboards work best when they are simple and concise.

Step 2: Design the Structure in ClickUp

Next, decide where your data will live inside ClickUp so your dashboard pulls from consistent, well-organized workspaces.

Align your hierarchy first

Ensure your Spaces, Folders, and Lists reflect how the business is managed. For example:

• Space: Company or major business unit
• Folder: Strategic themes or departments
• List: Programs, portfolios, or major projects

This structure allows your executive dashboard to report on the right level: organization-wide, by department, or by initiative.

Standardize fields and statuses

To make an executive dashboard useful, your ClickUp tasks must share consistent attributes:

• Shared task statuses (for example: Not Started, In Progress, At Risk, Blocked, Complete)
• Standard Custom Fields, such as Priority, Budget, Owner, and OKR linkage
• Agreed naming conventions for projects and Lists

When task data is consistent, your dashboard widgets can roll up information accurately across many teams and projects.

Step 3: Create a ClickUp Dashboard

With your structure in place, you can now create a dedicated dashboard in ClickUp for executives.

Open the Dashboards hub

1. In the left sidebar, navigate to the Dashboards section.
2. Click the option to create a new dashboard.
3. Give it a clear name, such as “Executive Overview” or “Company Health”.

Use a naming pattern executives recognize so they can find the dashboard instantly.

Select the right layout

When you create your ClickUp dashboard, choose a clean, grid-based layout. Arrange widgets so that:

• Top-left shows the most important KPI summary cards.
• Top-right highlights risks and blockers.
• Middle area shows time-based charts for trends.
• Bottom area contains supporting lists or detailed views.

This visual hierarchy guides executives from the big picture into deeper insight without overwhelming them.

Step 4: Add Essential ClickUp Dashboard Widgets

Widgets turn raw data into executive-ready visuals. Focus on a small set that directly answers your earlier questions.

Use number and calculation widgets

Start with widgets that summarize key metrics:

• Number widgets to show counts like active projects or critical issues.
• Calculation widgets to display percentages, such as on-time completion rate or goal progress.
• Goal widgets if you are managing OKRs or outcome-based targets in ClickUp.

Configure filters so each widget pulls only the Lists, Folders, or Spaces relevant to executives.

Add task list and table widgets

Executives need to see what requires attention, not every task. Configure list-style widgets to surface only:

• Tasks with high or urgent priority
• Items in At Risk or Blocked status
• Key milestones or deliverables due soon

Limit the number of columns and sort by due date, priority, or owner so leaders can quickly scan what matters.

Include charts for trends

Trend visualizations help executives understand whether performance is improving or slipping. In your ClickUp dashboard, use:

• Bar or line charts to show completed work over time.
• Pie charts to show work distribution across teams or statuses.
• Burndown or cumulative flow charts for project health.

Choose time ranges that match leadership cadences, such as weekly, monthly, or quarterly views.

Step 5: Configure Filters and Permissions in ClickUp

Fine-tuning filters and access controls ensures the right people see accurate data.

Set precise filters

For each widget in your ClickUp dashboard:

• Filter by Space, Folder, or List to include only executive-relevant work.
• Filter by status to exclude completed items if you want a focus on active risks.
• Filter by Custom Fields such as Department, Strategic Theme, or OKR.

Save these filters in your widgets so executives always see consistent, real-time information.

Share the dashboard with leadership

Use dashboard sharing options in ClickUp to:

• Grant view-only access to executives and stakeholders.
• Limit edit access to a small operations or PMO group.
• Share links in leadership meetings, company-wide Docs, or intranet pages.

Consider bookmarking the dashboard in your executive team’s workspace or adding it to a recurring meeting agenda.

Step 6: Align Your ClickUp Dashboard to Meetings

Dashboards are most valuable when they drive real conversations and decisions.

Use the dashboard as a meeting agenda

In recurring leadership meetings, project the ClickUp executive dashboard and move through it section by section:

1. Review top KPIs and progress toward goals.
2. Discuss high-risk and blocked items from task widgets.
3. Examine trend charts for early warning signs.
4. Capture decisions and action items directly into tasks.

This creates a closed loop between visibility, discussion, and execution.

Connect dashboards with executive reports

If you prepare written reports or slide decks, reduce duplication by taking screenshots or data directly from your ClickUp dashboard. This ensures reporting is based on the same live data leaders see every day.

Step 7: Continuously Improve Your ClickUp Executive Dashboard

As strategies change, your dashboard should evolve too.

Gather feedback from executives

On a regular basis, ask leadership:

• Which sections are most useful?
• What feels cluttered or unnecessary?
• Which decisions are easier because of this dashboard?
• What is missing that would save time or reduce risk?

Use this feedback to remove low-value widgets and add or refine high-impact ones.

Refine data quality and automation

An executive dashboard is only as good as its underlying data. In ClickUp, improve data quality by:

• Automating routine updates with rules for statuses and fields.
• Standardizing how teams log progress and close tasks.
• Auditing key Lists periodically to correct inconsistent entries.

As automation and consistency improve, executives gain more trust in what the dashboard shows.

Next Steps: Expand Your Use of ClickUp

Once your initial executive dashboard in ClickUp is running smoothly, consider building additional role-specific views for department heads, project managers, or operations teams. Each dashboard can reuse the same data structure while tailoring widgets to the decisions that audience needs to make every day.

If you want help designing scalable workspaces and dashboards, you can also explore specialized consulting services such as those offered at Consultevo.

For deeper strategic and feature guidance, revisit the original executive dashboard article on the ClickUp blog and adapt the concepts to your own leadership workflows.

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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