How to Build an OKR Dashboard in ClickUp

ClickUp makes it possible to turn vague objectives into measurable results by building a clear, visual OKR dashboard your whole team can use. This step-by-step guide walks you through setting up a practical workspace, structuring goals, and tracking every key result in one place.

By the end, you will know how to configure views, fields, and reports so leadership, teams, and individuals always stay aligned.

Step 1: Plan Your OKR Structure in ClickUp

Before you set anything up, decide how you will organize objectives and key results across your workspace.

Define your OKR hierarchy

Use a simple three-level structure:

Company objectives: Big, strategic outcomes for the quarter or year.
Team objectives: Outcomes owned by departments or squads.
Individual OKRs: Personal goals connected to team or company outcomes.

Map this structure to your workspace layout so each level is easy to manage and review.

Match OKRs to ClickUp hierarchy

Use the platform hierarchy to mirror your OKR approach:

Spaces: Create a Space for company-wide OKRs.
Folders: Add Folders for each department or product area.
Lists: Use Lists for quarterly OKRs or major initiatives.
Tasks: Represent objectives as parent tasks.
Subtasks: Represent key results as subtasks linked to each objective.

This setup keeps every objective connected to the work that drives it.

Step 2: Create an OKR Space in ClickUp

Next, set up a dedicated place to manage goals.

From your workspace, create a new Space and name it something like “Company OKRs”.
Choose a simple color and icon so it stands out in the sidebar.
Enable only the features you need, such as Tasks, Docs, Dashboards, and Goals.
Set permissions so leaders, managers, and relevant team members can view or edit OKRs as needed.

Keeping all objectives in one Space makes it easier to build a unified OKR dashboard later.

Step 3: Build OKR Lists and Tasks in ClickUp

Now you can turn your planned structure into actionable items.

Create objective Lists

Inside the OKR Space, add a Folder for the current time period (for example, “Q1 2026 OKRs”).
Within that Folder, create Lists for each team or function, such as “Marketing OKRs” or “Product OKRs”.
Give each List a short description explaining how OKRs will be used for that group.

Add objectives and key results

In each List, create a task for every objective.
Write objectives as outcome-based statements, not tasks. For example, “Increase qualified leads” instead of “Launch ad campaign”.
Add subtasks for each key result under the objective.
Make key results measurable, such as “Grow MQLs from 1,000 to 1,500 per month”.
Assign owners and due dates to every objective and key result so accountability is clear.

Link related work, such as projects or sprints, back to these objective tasks so all execution is traceable.

Step 4: Use Custom Fields to Track OKRs in ClickUp

To make your OKR dashboard meaningful, you need structured data on every key result.

Set up OKR Custom Fields

Add Custom Fields to your Lists so you can track progress in a consistent way:

KR Type: Dropdown to label key results as Revenue, Product, Engagement, or Operations.
Target Value: Number field for the goal, such as 1500 MQLs.
Current Value: Number field you update weekly or automatically via integrations.
Confidence Score: Percentage or numeric field (0–10) indicating confidence in hitting the KR.
Owner: People field for the person accountable.

Once the fields are in place, apply them to all OKR Lists so your dashboard views stay aligned.

Calculate progress for your OKR dashboard

You can turn these fields into visual indicators in multiple ways:

Use Formulas to calculate percentage completion from current and target values.
Use Progress bars to show how far each key result has moved toward its target.
Use Color labels (for example, Red, Yellow, Green) to show risk level at a glance.

This structured data is what powers a clear OKR dashboard for leaders and teams.

Step 5: Configure OKR Views in ClickUp

Different stakeholders need different perspectives on the same goals.

Create List and Table views

For daily and weekly check-ins, set up focused views:

Table view: Show objectives and key results with fields for target, current value, owner, and confidence.
Filter by owner: Create a saved filter so each person can see only their own OKRs.
Filter by status: Highlight at-risk key results by filtering on confidence score or progress.

These views keep regular updates simple and repeatable.

Use ClickUp dashboards for leadership

Dashboards provide a high-level summary of OKR performance across your workspace. To build one:

Create a new Dashboard from the sidebar.
Name it based on the current cycle, such as “Q1 Leadership OKR Dashboard”.
Add widgets that pull data from your OKR Space, Folders, and Lists.

Dashboards can mix charts, lists, and numeric metrics to show exactly how objectives are progressing.

Step 6: Add Widgets to Your ClickUp OKR Dashboard

Widgets are the building blocks of a useful dashboard.

Visualize OKR progress

Consider adding these widgets:

Task List widget: Shows all objective tasks with their status, owner, and progress.
Custom Task List widget: Filters only key results, using your Custom Fields for progress and confidence.
Chart widget: Visualizes progress by team, objective, or KR type.
Number widget: Displays total number of completed key results or percentage of objectives on track.
Goal widget: Summarizes high-level goals if you use the Goals feature.

Arrange widgets so the most important KPIs appear at the top, with more detailed lists and charts below.

Group and filter data smartly

Fine-tune your dashboard widgets to keep them relevant:

Filter by time period, such as the current quarter.
Filter by team or Space to display only relevant OKRs.
Group by status or owner so issues are easy to spot.
Save multiple versions of the dashboard for different audiences, like leadership or a specific department.

This approach keeps your OKR dashboard focused and actionable instead of cluttered.

Step 7: Run Weekly OKR Reviews in ClickUp

An OKR dashboard is only useful if it drives regular conversations.

Use your dashboard as a meeting agenda

For each weekly or bi-weekly review:

Open the main OKR dashboard at the start of the meeting.
Review overall progress using the top-level widgets.
Drill into at-risk key results with low confidence or slow progress.
Capture decisions and action items as new tasks linked to the relevant objective.

This keeps the conversation focused on outcomes rather than just activities.

Update key results regularly

Ask owners to:

Update current values for their key results before each review.
Adjust confidence scores based on new data.
Add short comments summarizing blockers, wins, or changes.

Accurate updates ensure your dashboard always reflects reality, not old assumptions.

Step 8: Improve Your ClickUp OKR Dashboard Over Time

As your organization grows, your OKR process and dashboard should evolve.

Refine metrics and fields

Review your setup at the end of each OKR cycle:

Remove fields nobody uses.
Standardize naming for objectives and key results.
Add new Custom Fields if you repeatedly track the same kind of data.
Update filters and widgets so that only current OKRs appear.

Small tweaks each cycle will make your dashboard more accurate and easier to manage.

Connect OKRs to broader workflows

Link your OKR dashboard to other parts of your operations:

Connect project boards or sprint views to key results.
Use automations to update fields or statuses when work is completed.
Share the dashboard with leadership and cross-functional teams for transparency.

If you want professional help building a scalable, data-driven setup, you can explore expert consulting services from Consultevo.

Learn More About OKR Dashboards in ClickUp

To go deeper into concepts, examples, and best practices, review the original guide on OKR dashboards published at this ClickUp blog article. Use that resource together with this how-to walkthrough as you design and refine your own dashboards.

With a well-structured hierarchy, carefully chosen Custom Fields, and a clear dashboard layout, your teams can use the platform to turn ambitious objectives into measurable results every quarter.

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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