How to Build a ClickUp Supply Chain Dashboard

A well-designed supply chain dashboard in ClickUp helps you monitor inventory, logistics, and supplier performance in one place with real-time visibility. This step-by-step guide walks you through planning, building, and optimizing a dashboard that turns data into clear operational decisions.

The process below is based on the approach outlined in the official supply chain dashboard article, adapted into a practical how-to tutorial.

Step 1: Plan What Your ClickUp Dashboard Should Track

Before you build anything in ClickUp, clarify the purpose of your supply chain dashboard and the metrics you need to see at a glance.

Define the goal of your ClickUp dashboard

Decide the primary outcome your team needs, such as:

• Reducing stockouts and backorders
• Improving on-time delivery rates
• Shortening order cycle times
• Increasing warehouse utilization and throughput

Write this goal in one sentence and keep it visible while you build your dashboard.

Choose essential metrics for ClickUp widgets

Now list the data you need to support that goal. Common supply chain metrics include:

• Inventory levels by SKU, location, or category
• Order status (open, in progress, shipped, delayed)
• Supplier lead times and on-time delivery performance
• Production schedule and capacity utilization
• Freight costs, carrier performance, and transit times
• Return rates and damage statistics

Group these into logical sections so they later map cleanly into dashboard widgets in ClickUp.

Step 2: Structure Your Workspace for Supply Chain in ClickUp

A strong dashboard depends on well-organized data. Set up your ClickUp Space, Folders, and Lists so every task can be tracked and visualized consistently.

Set up Spaces and Folders in ClickUp

Create or refine a dedicated Space for operations or supply chain. Within that Space, use Folders to separate major functions, for example:

• Procurement – purchase orders, vendor onboarding, sourcing projects
• Inventory & Warehousing – stock management, cycle counts, put-away tasks
• Production – work orders, capacity planning, maintenance
• Logistics & Distribution – shipments, carrier management, route planning
• Returns & Quality – RMA processing, inspections, corrective actions

Standardize Lists and task fields

Within each Folder, build Lists that reflect repeatable workflows, such as:

• Open Purchase Orders
• Inbound Shipments
• Outbound Orders
• Warehouse Tasks
• Vendor Performance Issues

Then define Custom Fields in ClickUp so each task captures the same core data, such as:

• SKU or Item ID
• Supplier name
• Location or warehouse
• Quantity ordered, received, and shipped
• Expected vs. actual delivery date
• Order value and freight cost

Consistent fields are what allow the dashboard to surface accurate totals, averages, and trends.

Step 3: Create a New Dashboard in ClickUp

Once your structure is in place, you are ready to build the actual supply chain dashboard inside ClickUp.

1. Open your Workspace and navigate to the Dashboards area.

2. Select the option to create a new Dashboard.

3. Name it clearly, such as “Supply Chain Control Tower” or “Operations Overview”.

4. Choose who can access it (teams, departments, or specific users).

After creating it, you will have an empty canvas where you can add widgets that pull data from your Lists and Custom Fields.

Step 4: Add Key Supply Chain Widgets in ClickUp

Widgets are the building blocks of your ClickUp dashboard. Use a mix of charts, tables, and visual trackers to display different aspects of your supply chain.

Visualize inventory and orders

Start with widgets that surface what is happening with stock and demand:

• Task List or Table widget showing all open orders, with columns for priority, promised date, and status.
• Bar chart widget for inventory levels by product family or location.
• Pie chart widget for order status distribution (on track, at risk, delayed).
• Workload widget to see warehouse or production team capacity.

Track supplier performance with ClickUp widgets

For procurement and vendor management, build widgets that highlight reliability and risk:

• Line chart for average supplier lead time over the past months.
• Bar chart comparing on-time delivery rates by supplier.
• Table widget listing open purchase orders with expected vs. actual delivery dates.
• Custom Field rollup widgets to summarize late deliveries or quality incidents.

Monitor logistics, shipping, and returns

Next, focus on logistics visibility using ClickUp data:

• Map or list-based widget for active shipments with carrier and route details.
• Chart widget for transit times by lane or carrier.
• Table widget listing shipments at risk, based on delays or exceptions.
• Returns and RMA list widget tracking reasons, quantities, and costs.

Arrange these widgets so that the most critical metrics appear at the top of the dashboard.

Step 5: Configure Filters, Groups, and Views in ClickUp

Fine-tune each widget so decision-makers see only relevant, actionable information.

Use filters in ClickUp for clarity

Apply filters on each dashboard widget to restrict the data set:

• Limit to certain Folders or Lists (for example, only active warehouses).
• Filter by status (open orders, delayed shipments, pending approvals).
• Filter by time period (this week, this month, last quarter).
• Filter by owner, assignee, or team to focus on specific departments.

Group and sort supply chain data

Use grouping and sorting settings in ClickUp widgets to make anomalies and bottlenecks visible instantly:

• Group orders by status, region, or customer segment.
• Sort tasks by due date, lead time variance, or order value.
• Highlight at-risk items by using color-coded statuses or priorities.

These configuration steps transform raw supply chain data into clear, prioritized action lists.

Step 6: Share and Automate Your ClickUp Dashboard

Once the dashboard works, make sure it is accessible and supported by automation so information stays current with minimal manual effort.

Share the dashboard with your supply chain team

In ClickUp, adjust sharing and permission settings so that:

• Leaders have full access to modify widgets and layout.
• Planners, buyers, and coordinators can view and use filters freely.
• External stakeholders (if allowed) can view only specific dashboards or reports.

Pin the dashboard or set it as a default view for key operational users to encourage daily usage.

Automate updates and alerts in ClickUp

Use automation and notifications so your team reacts quickly when the dashboard exposes issues:

• Trigger alerts when a task moves into a delayed or blocked status.
• Automatically change priority when due dates are approaching.
• Notify owners when inventory reaches predefined thresholds.
• Create recurring tasks for cycle counts, vendor reviews, and freight audits.

This ensures the dashboard is not only informational but also drives timely follow-up actions.

Step 7: Continuously Improve Your ClickUp Supply Chain Dashboard

A supply chain dashboard is never truly finished. As operations evolve, so should the dashboard and supporting workflows in ClickUp.

Refine widgets based on stakeholder feedback

On a regular cadence, review the dashboard with cross-functional stakeholders and ask:

• Which widgets provide the most value during daily standups or S&OP reviews?
• Which sections feel cluttered or rarely used?
• What new metrics or dimensions are needed (for example, sustainability or carbon impact)?

Remove low-value widgets and enhance the ones that drive decisions.

Align ClickUp with broader digital transformation

Your supply chain dashboard should fit into a bigger analytics and optimization strategy. Consider connecting ClickUp with planning, ERP, or BI tools, and aligning with expert consultancy insights from partners such as Consultevo for advanced process design and automation.

As data quality improves and more processes move into ClickUp, your dashboard will become a central hub for operational truth, supporting proactive management instead of reactive firefighting.

Start Building Your ClickUp Supply Chain Dashboard

By structuring your workspace, adding focused widgets, and refining filters and automations, you can turn ClickUp into a dynamic supply chain control tower. Follow the steps above, adapt them to your specific workflows, and iterate regularly so your dashboard stays aligned with business goals and market realities.

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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