2 ADVANCED ClickUp Dashboards to ENHANCE Your Productivity!

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If you’ve mastered how to use basic ClickUp dashboards, then its time to take it a step further and learn how to create ADVANCED ClickUp dashboards! Let me show you how to track your lead management and productivity by creating your own custom-made ClickUp dashboards.

A Quick Note From Anne:

Hey! Before we go on ahead with creating advanced dashboards, you might want to check out my two ClickUp dashboards for brain dumping and team meetings first. It’s not as complicated as you think and will help you understand how to get things started!

What are these advanced ClickUp dashboards for?

I create dashboards in ClickUp for a variety of reasons, but let’s focus on my Conversions & Lead Management Dashboard and my Productivity Dashboard.

Now, I want to start this off by saying that I don’t recommend using ClickUp as your primary/sole CRM. However, if you’re a solopreneur or have a small startup and can’t afford the higher tier sales CRMs, then this would be a good alternative.

1. I use my Conversions & Lead Management Dashboard to get a high-level overview of my leads and conversions. It allows me to identify where the bottlenecks might be in my sales process.
2. The Productivity Dashboard allows me to compile relevant data from a specific workspace, then use it to gauge productivity levels across my business, and tie them into quarterly smart goals.

For the purpose of this guide, I’m not going to go too deep into the whole setup of my lead management folder, but focus more on HOW I’ve configured the widgets for these dashboards.

Just a heads up:

• You will need to have some backend lists and tasks created to pull data from.
• Manual data entry might be required.
• This dashboard is a little bit more advanced and uses 10 widgets.

Conversions & Lead Management Dashboard

Here are the widgets I used to create my custom CLM Dashboard:

1. Battery Chart

How to add a Battery Chart Widget:

1. Click +Add Widget.
2. Click Custom.
3. Choose Battery Chart.
4. Rename it. [ex. Sales Pipeline]
5. Select location. [ex. Lead Management folder]
6. Group by > status.
7. Show statuses > All statuses.
8. Show closed tasks > YES.
9. Include tasks in Multiple Lists > YES.
10. Filter > Status | is not | NEW LEAD
11. Display as percent > YES.
12. Click Save.

2. Custom Pie Chart

How to add a Pie Chart Widget:

1. Click +Add Widget.
2. Click Custom.
3. Choose Pie Chart.
4. Rename it. [ex. Lead Generation]
5. Select location. [ex. Lead Management]
6. Group by > Project tracking (custom field I made).
7. Show > All Values.
8. Show closed tasks > YES.
9. Include tasks in Multiple Lists > YES.
10. Display as percent > YES.
11. Click Save.

Project tracking is a custom field that I’ve created and you want to show all values. These are all the areas that people can actually fill in on my form to tell me how they found me. It’s basically that, “how did you hear about me?” area.

Note: For those of you are familiar with Dubsado, project tracking is the same in Dubsado when people fill out a form in Dubsado.

Based on the data that this widget found, my traffic comes from either word of mouth or the pickup service provider directory on their website.

3-6. Custom Calculation Widgets

These widgets are basically just a calculation widgets.

• Total Leads by Current Month
• Conversions for the Month
• Leads for the Previous Month
• Conversions by Month

How to add a Calculation Widget:

1. Click +Add Widget.
2. Click Custom.
3. Choose Calculation.
4. Rename it. [ex. Total Leads by Current Month]
5. Select location. [ex. Current]
6. Field > Task count
7. Unit > None
8. Show closed tasks > YES.
9. Include tasks in Multiple Lists > YES.
10. Task filter > [ex. Current Month]
11. Click Save.

Now, this one is leads by current month. So, I have a filter where the date is created this month and the setting and the location is the current list inside my lead management folder. I don’t want my other lists to generate and come up in this calculation because these are just my current leads.

Once they’ve moved out of my current list, they go into different lists, such as the different statuses. Stale, not a good fit, or a one, which is in my pipeline.

Now, the conversions for the current month has a filter for current month. The settings for this are in two different locations because when people schedule and pay for a consultation call, it goes into my client management area, because at that point they are a paid booked client. So, I like to track when those are converted immediately.

If any comes from a lead in my headquarters space to a paid conversion, I actually take that lead and I mark it as one; then I also have the leads for the previous month and the conversions by previous month. Those are the same locations, just the filters from the month before.

7. Line Chart

Now, widget seven is a custom line chart that will help you see trends over time. In this particular example, it shows what actions (deals) I’ve been focusing on to grow my business.

This right here, you can see that I was doing ClickUp training Q and A’s. I was doing some custom consulting, but I’ve really started doing a lot of ClickUp checkups. This is good to see what services and packages are really selling the most and where my focus has really been over the last month or so [the last two months, really].

How to add a Calculation Widget:

1. Click +Add Widget.
2. Click Custom.
3. Choose Line Chart.
4. Rename it. [ex. Deals Over Time]
5. Select location. [ex. 2 folders relevant to my objective]
6. Time Range > This year | by months
7. Y Axis > Tasks
8. Group by > Package(s) Opportunity (custom field I made).
9. Include tasks in Multiple Lists > YES.
10. Click Save.

8-9. Cycle Time and Lead Time

Widgets 8 and 9 are new and are still a work in progress. I’ve been trying to track the lead time and cycle time of my sales process, but these were initially intended for the Sprint tracking. I thought it would be fun to see how they work in this scenario.

How to add a Cycle Time/Lead Time Widget:

1. Click +Add Widget.
2. Click Sprints.
3. Choose Cycle Time / Lead Time.
4. Click Save.

10. Text Block

Then lastly, widget 10 is your good old text box with just some standard operating notes. It helps me remember that prospects come into my email. They don’t get converted into an actual lead until they’ve scheduled something on my calendar or purchased a service, and at that point they’re a client.

How to add a Text Block Widget:

1. Click +Add Widget.
2. Click Custom.
3. Choose Text Block.
4. Click Save.

Productivity Dashboard

These are the widgets that I used to create my custom Productivity Dashboard:

1. Time Estimated (legacy)

The reason I like this widget is because it helps me see the time estimated in comparison with the time I’ve actually tracked.

How to add a Time Estimated (legacy) Widget:

1. Click +Add Widget.
2. Click Time Tracking.
3. Choose Time Estimated (legacy).
4. Click Save.

2. Task List

The next widget is a task list widget.

Now, I have a special area inside my ClickUp, it’s called, Owner Admin Task – it’s a status. This is one of the “not started” statuses. This is how I assign tasks to myself. It’s also an overview of tasks that are assigned to me that are extremely overdue.

How to add a Task List Widget:

1. Click +Add Widget.
2. Click Featured.
3. Choose Task List.
4. Rename it. [ex. Owner/Admin Overdue]
5. Select location. [ex. Foundation, Headquarters, Client Management, Marketing…]
6. Group by > Status
7. Show tasks that are in multiple lists more than once > YES.
8. Task filter > AND
   • Assignee | is (any)
   • Due date | is | Overdue
9. Click Save.

3. Who’s Behind

This is just a workspace calculation of who’s behind on what tasks. This is good to check where people stand inside your business.

How to add a Who’s Behind Widget:

1. Click +Add Widget.
2. Click Tables.
3. Choose Who’s Behind.

4. Number of Tasks in Progress

This is just another widget that allows you to see how many tasks are in progress in any location.

How to add a Number of Tasks in Progress Widget:

1. Click +Add Widget.
2. Click Statuses.
3. Choose Number of Tasks in Progress.
4. Rename it. [ex. Total number of tasks in progress]
5. Select location/s.
6. Include tasks in multiple lists > YES.
7. Click Save.

5. Total Urgent Tasks

How to add a Total Urgent Tasks Widget:

1. Click +Add Widget.
2. Click Priorities.
3. Choose Total Urgent Tasks.
4. Rename it. [ex. Total urgent tasks]
5. Select location/s.
6. Include tasks in multiple lists > YES.
7. Click Save.

6. Productivity Over Time

Now on top of that, I’ve created a DMO productivity over time. If you’ve watched my video walkthrough, you can see that I was doing okay back at the end of June. I still had 39 of these that were open, but as the time has gone on, I’ve gotten busier and I’ve kind of slacked off.

7. Activity View

Now, the activity view can be very noisy. So, I suggest that when you create this widget, you go down by the activity fields and you select only the activities that are worthwhile to use. This will allow you to see if people are actually working on these priority tasks. You can then use this widget to track your team/business productivity goals.

How to add an Activity View Widget:

1. Click +Add Widget.
2. Click Tables.
3. Choose Activity View.
4. Rename it.
5. Select location/s.
6. Include tasks in multiple lists > YES.
7. Activity fields > select applicable activities.
8. Click Save.

8. Text Block [Productivity Goals Reference]

Now, the goals cannot be embedded inside the dashboard right now, but what you can do is you can create a button and then you can link the goal to the button. This way, when you click the button and you’re logged into ClickUp, it will bring you straight to your productivity goals.

How to add a Text Block Widget:

1. Click +Add Widget.
2. Click Custom.
3. Choose Text Block.
4. Click Save.

For example, I have a quarter three productivity increased goal. I’ve got three targets: to close out our urgent tasks, to lower the total number of tasks and progress by 50%, and to increase my DMO tasks to in progress and closed – to clean out all the overdue tasks.

Once these tasks start to get cleaned out, when you go back to your dashboard, these numbers should automatically start adjusting.

Now, when you’re creating your goal, the easy way to create your goal with your target is to:

1. Click on an urgent task, then on the ellipsis.
2. Copy the link.
3. When adding the goal, click Add Tasks, and paste the URL.
4. Click Save.
5. The urgent task will show up in your goals.

Conclusion:

And that, my friends, is how I keep track of the nuts and bolts in my business!

Now, that you’ve mastered the beginner and the advanced ClickUp dashboards, don’t forget to check out my ‘5 Key Features of ClickUp‘ video and get an in-depth look at how to create goals.

If you want to keep your productivity high follow this blog for all things ClickUp.

 Ambitious wishes and see you around!

Quick reminder: AmbitiousVA rebranded to Anne Leah & Co., to serve a bigger purpose.

For all the links and resources Click Here.