How to Build a Marketing Dashboard in ClickUp

A well-structured marketing dashboard in ClickUp helps you connect campaigns, content, and results in one place so you can track performance and make fast, data‑driven decisions.

This how-to guide walks you through planning, setting up, and customizing a marketing dashboard based on the best practices outlined in the ClickUp marketing dashboard article.

Step 1: Define the Purpose of Your ClickUp Marketing Dashboard

Before you touch any settings, clarify what you want your dashboard to answer. A focused purpose keeps the dashboard lean and useful.

Clarify your primary marketing goals

Decide which outcomes your dashboard in ClickUp should highlight:

• Lead generation and pipeline growth
• Revenue and ROI from campaigns
• Channel performance (email, paid, organic, social)
• Content production and publishing status
• Team workload and delivery times

List the decisions you want to support

For each goal, write the specific decisions you want the dashboard to help you make, such as:

• Where to increase or reduce ad spend
• Which campaigns to scale or pause
• What content formats to prioritize
• How to rebalance assignments across the team

These decisions become the backbone of the metrics and widgets you will add in ClickUp.

Step 2: Choose the Right Metrics for ClickUp Dashboards

Dashboards are only as strong as the metrics they contain. Pull in data that clearly reflects progress toward your marketing goals.

Common performance metrics to track

From the source article, here are key metrics you can include in your ClickUp dashboard:

• Website traffic and sessions by source
• Click-through rates and conversion rates
• Number of leads and cost per lead
• Marketing qualified leads (MQLs) and sales qualified leads (SQLs)
• Customer acquisition cost (CAC) and lifetime value (LTV)
• Campaign revenue and return on ad spend (ROAS)

Operational metrics for your team

Use your ClickUp setup to monitor execution and delivery:

• Tasks created vs. tasks completed
• Average time in each status (idea, drafting, design, review, live)
• Overdue tasks by assignee
• Number of active projects per team member

Combining performance and operational metrics in one view gives you both results and context.

Step 3: Structure Your Workspace for ClickUp Dashboards

A logical workspace design makes dashboards easier to build and maintain. Reflect how your marketing team actually works.

Organize Spaces, Folders, and Lists

Use a simple structure that groups work by function or campaign:

• Space: Marketing
• Folders: Campaigns, Content, SEO, Paid Media, Email
• Lists: Individual campaigns, content calendars, or experiments

This layout allows ClickUp dashboards to pull data from the right level: a whole Space, a Folder, or a specific List.

Standardize statuses and fields

Standardization is essential for accurate reporting.

• Create consistent task statuses (Idea, In Progress, In Review, Scheduled, Live, Complete).
• Add custom fields for campaign, channel, budget, target audience, and funnel stage.
• Use tags to mark key initiatives or experiments.

When tasks share the same structure, every ClickUp widget on your dashboard can aggregate data cleanly.

Step 4: Create a New Dashboard in ClickUp

Now you are ready to build a dashboard that surfaces the data you have organized.

1. Open the Dashboards area

1. From your workspace, navigate to the Dashboards section.
2. Select the option to create a new dashboard.

2. Name and share your dashboard

1. Give it a clear name such as “Marketing Performance Overview”.
2. Set sharing permissions so only the right team members can edit widgets.
3. Decide whether executives see a simplified view or the same ClickUp dashboard your team uses.

Step 5: Add Essential ClickUp Dashboard Widgets

Widgets turn raw data into visual insights. The source page highlights how different widget types can reflect your marketing priorities.

Task and list widgets

Use task-based widgets in ClickUp to monitor daily execution:

• Task List Widget: Show all active campaign tasks by assignee or status.
• Task Table Widget: Display tasks with custom fields like channel and budget.
• Workload Widget: Visualize how much work is assigned to each team member.

Chart and number widgets

Use visual widgets to track trends and totals:

• Bar or line charts: Plot tasks completed per week, campaigns launched per month, or content pieces published.
• Pie charts: Show task distribution by channel or funnel stage.
• Number widgets: Surface key counts such as open tasks, live campaigns, or total content shipped.

Time tracking and calendar widgets

When your team tracks time in ClickUp, you can:

• Compare estimated vs. actual hours for campaigns.
• Spot work that consistently overruns.
• Use calendar widgets to view launch dates and content schedules at a glance.

Step 6: Connect Data Sources for Your ClickUp Dashboard

Your internal marketing tasks live in ClickUp, but campaign performance often comes from other tools. The source article emphasizes centralizing these insights.

Integrate analytics and ad platforms

Use integrations or manual data inputs to layer performance data onto your task system:

• Link to reports from web analytics tools.
• Pull summaries from ad platforms into custom fields or comments.
• Attach CSV exports or dashboards as resources in related tasks.

Even if some data remains external, ClickUp keeps it tied to the relevant projects, campaigns, and content.

Use Docs and views alongside dashboards

Complement your dashboards with supporting views:

• Docs that summarize campaign goals and KPIs.
• Board views for pipeline stages.
• Calendar views for launch timelines.

Your dashboard becomes the high-level snapshot, while these ClickUp views provide execution detail.

Step 7: Customize Views for Different ClickUp Audiences

Different stakeholders need different levels of detail, even when they all rely on the same underlying data.

Executive overview dashboard

Create a streamlined ClickUp dashboard for leadership that surfaces:

• Top-line metrics (leads, revenue, ROAS).
• Three to five charts for channel performance.
• A small list of key initiatives and their status.

Team operations dashboard

Build a second dashboard focused on execution:

• Task lists grouped by assignee and status.
• Workload widgets to manage capacity.
• Time-tracking and due-date charts.

Using multiple dashboards in ClickUp lets everyone see what matters most to them without clutter.

Step 8: Maintain and Improve Your ClickUp Marketing Dashboard

Dashboards are living tools. The source article underlines the need for ongoing iteration as goals and campaigns evolve.

Set a review cadence

Decide how often you will review and adjust your ClickUp dashboards:

• Weekly: Clean up any obsolete widgets and confirm metrics still match priorities.
• Monthly: Add or remove KPIs based on new campaigns and objectives.
• Quarterly: Reassess structure, statuses, and custom fields to support better reporting.

Gather feedback from users

Ask team members and stakeholders:

• Which widgets they look at most frequently.
• What questions the dashboard still cannot answer.
• Where they feel information is missing or duplicated.

Use this feedback to refine layouts, rename widgets, or simplify the dashboards you host in ClickUp.

Next Steps: Scale Your Marketing Reporting

With a clear dashboard framework in ClickUp, you can extend this approach to other areas like sales enablement, product launches, or customer success.

If you want expert help designing scalable dashboard structures, workspace architecture, and automation, consider working with a specialist consultancy such as Consultevo to refine your implementation.

Use the steps in this guide, along with the examples from the original ClickUp marketing dashboard resource, to build a system that turns your marketing data into clear, actionable insights.

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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