How to Build a ClickUp KPI Dashboard

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How to Build a KPI Dashboard in ClickUp

A custom KPI dashboard in ClickUp helps you turn scattered metrics into clear, real-time insights your team can act on. This step-by-step guide walks you through creating a practical KPI dashboard using features like Dashboards, widgets, Goals, and custom fields.

Following this process, you will be able to centralize performance data, track progress toward objectives, and share easy-to-understand reports with all your stakeholders.

Why Use ClickUp for KPI Dashboards

Before you start building, it helps to understand why ClickUp is a strong choice for KPI tracking compared with static spreadsheets or disconnected tools.

  • Live, real-time data pulled directly from tasks, lists, and projects
  • Flexible widgets for charts, lists, time tracking, and workload views
  • Built-in Goals and Targets that connect to actual work items
  • Configurable permissions for sharing dashboards with clients or leadership
  • All departments can report in the same workspace while using their own views

The following steps are based on the approach outlined in the official KPI dashboard guide on the ClickUp blog. You can review the original resource at this ClickUp KPI dashboard article.

Step 1: Clarify Your KPI Strategy in ClickUp

Before building anything, define what success looks like for your team and how you plan to measure it with data available in ClickUp.

Identify Objectives and Outcomes

Start by listing your high-level objectives. Examples:

  • Increase monthly recurring revenue
  • Improve sprint delivery predictability
  • Raise customer satisfaction scores
  • Shorten average response and resolution times

Each objective should have clear, measurable outcomes you can tie to tasks, time logs, or custom fields inside ClickUp.

Choose the Right KPIs

Next, select a small set of KPIs for each objective. Keep the list focused so your dashboard remains clear and actionable. Examples include:

  • Sales: number of deals closed, pipeline value, win rate
  • Marketing: new leads, conversion rate, cost per lead
  • Product: features released, bug count, cycle time
  • Support: first response time, CSAT, tickets closed

Confirm that each KPI can be tracked using data that already exists or can easily be added to ClickUp via fields, time tracking, or task statuses.

Step 2: Structure Your Workspace for ClickUp KPIs

Your KPI dashboard is only as good as the data structure underneath it. Take a moment to organize your spaces, folders, lists, and fields to support accurate reporting.

Align Spaces, Folders, and Lists

Map your hierarchy to how you want to view KPIs. For example:

  • Space: Company or major department
  • Folder: Team or initiative (e.g., Acquisition, Onboarding, Support)
  • Lists: Campaigns, sprints, products, or client accounts

Consistent structure across teams makes it easier to roll KPIs up to a single ClickUp dashboard later.

Set Up Custom Fields for KPI Data

Many KPIs depend on numeric or categorical data. Add custom fields where needed, such as:

  • Deal value (currency field)
  • Lead source (dropdown)
  • Story points (number)
  • Customer segment (dropdown)

Use the same field types and names across lists so your Dashboard widgets can aggregate them without extra configuration.

Step 3: Create a New ClickUp Dashboard

Once your structure is ready, create the dashboard that will hold your KPI widgets.

  1. In the left sidebar, open the Dashboards area.

  2. Click + New Dashboard.

  3. Give it a name that clearly reflects its purpose, such as Executive KPI Overview or Marketing Performance KPIs.

  4. Select the privacy settings (private, shared with a team, or public link) based on who should see the KPIs.

  5. Click Create Dashboard to open a blank canvas for your widgets.

You now have a central place in ClickUp where you will bring together metrics from different spaces and lists.

Step 4: Add KPI Widgets to Your ClickUp Dashboard

Widgets are the building blocks of your dashboard. Each widget transforms raw data from ClickUp into a specific visualization or report.

Use Chart Widgets for Visual KPIs

Chart widgets are ideal for trend lines and comparisons over time. To add one:

  1. Click + Add Widget on your dashboard.

  2. Choose the Chart category.

  3. Select a chart type such as bar, line, pie, or battery chart.

  4. Pick the location of your data (specific spaces, folders, or lists).

  5. Set filters for task status, assignees, or date ranges.

  6. Choose the numeric field or count you want to display (e.g., tasks done, deal value, story points).

Use chart widgets to show KPIs like revenue over time, new tickets per week, or completed tasks by assignee.

Add Task and List Widgets for Operational KPIs

Some KPIs are easier to monitor in list or table form. Task and list widgets let you display filtered task sets directly on the dashboard.

  • Display all high-priority items currently in progress
  • Show overdue tasks grouped by assignee
  • List deals in a certain pipeline stage

Configure columns and sorting so the most important KPI information is visible at a glance.

Include Time Tracking and Workload Widgets

If your KPIs involve utilization or efficiency, the time tracking and workload widgets in ClickUp will be essential.

  • Use Time Tracking widgets to compare estimated vs. tracked time.
  • Use Workload widgets to view capacity and avoid over-allocation.
  • Filter by team member, list, or time period to match your KPI definitions.

Step 5: Connect ClickUp Goals to Your KPIs

ClickUp Goals let you track progress toward specific targets and link them directly to tasks and numerical data.

Create Goals and Targets

  1. Open the Goals feature from the sidebar.

  2. Click + New Goal and name it after your objective (e.g., Increase MRR by 20%).

  3. Set an owner, due date, and relevant description.

  4. Add Targets (sub-metrics) such as revenue amount, number of customers, or feature releases.

Each target can pull from task counts, numeric fields, or manual updates, depending on how your KPI is defined in ClickUp.

Display Goals on the Dashboard

Once your Goals are created, bring them into your KPI dashboard:

  1. On your dashboard, click + Add Widget.

  2. Select the Goals widget.

  3. Choose the Goals you want to display for that particular dashboard.

  4. Arrange the widget beside related charts or task lists for quick context.

This makes it easy to see not just raw numbers but how they contribute to larger objectives in ClickUp.

Step 6: Customize Filters and Layout in ClickUp

A useful KPI dashboard should be easy to scan and understand, even for new viewers. Fine-tune filters and layout so the most important insights stand out.

Set Consistent Filters

For each widget, align filters and date ranges with how leaders will interpret KPIs:

  • Use the same time frame across related widgets (e.g., this month, this quarter).
  • Group metrics by team, product, or client to match reporting needs.
  • Exclude noise by filtering out irrelevant statuses or archived tasks.

Organize the Layout

Drag and resize widgets so the dashboard tells a clear story:

  • Place high-level KPIs (Goals, top charts) at the top.
  • Put supporting details (task lists, workload) underneath.
  • Group widgets by function: revenue, delivery, support, or marketing.

Save your layout once it visually matches how you want people to interpret the data in ClickUp.

Step 7: Share and Maintain Your ClickUp KPI Dashboard

Building the dashboard is only the first part. You also need a plan for sharing, reviewing, and improving it.

Share with Stakeholders

Use dashboard sharing options in ClickUp to provide the right level of access:

  • Share with specific people or teams inside your workspace.
  • Generate a public link when you need read-only access for external stakeholders.
  • Adjust permissions so only owners can edit widgets and structure.

Review and Refine Regularly

Schedule recurring reviews to keep your KPI dashboard relevant:

  • Remove widgets that are not being used.
  • Update Goals and Targets as priorities shift.
  • Adjust custom fields or filters to improve data quality.

As your process matures, you can create multiple ClickUp dashboards for different audiences, such as leadership, operations, and individual teams.

Next Steps for Optimizing Your ClickUp Setup

With a clear KPI dashboard in place, you can expand your system with automation, templates, and standardized reporting practices across your organization.

If you need strategic help designing scalable workspaces, reporting structures, or automation around your KPI dashboards, you can explore consulting resources such as Consultevo for guidance on process and tooling.

To go deeper into KPI dashboard strategies and examples directly from the platform provider, remember to review the original guide at ClickUp’s KPI dashboard blog. Combine these best practices with your own team’s data to build dashboards that truly drive performance and informed decision-making.

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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