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Dashboards, Reporting, and Analytics in monday.com
Overview
Dashboards in monday.com provide a visual overview of your team’s work, helping you track progress, identify bottlenecks, and make data-driven decisions. Whether you’re managing projects, sales pipelines, or resources, dashboards turn your monday.com boards into actionable insights.
This guide will walk you through:
- What dashboards are and how they work
- How to create and customize dashboards
- Key widgets for reporting and analytics
- Best practices for actionable insights
? What Is a Dashboard?
A dashboard in monday.com is a customizable workspace that aggregates data from one or more boards. It displays the information using widgets (charts, tables, numbers, etc.) to provide real-time visibility into key metrics.
? Key Benefits:
- Centralized reporting from multiple boards
- Visual and interactive components
- Real-time progress tracking
- Team and stakeholder visibility
? How to Create a Dashboard
Step 1: Add a New Dashboard
- From the left-side menu, click “Dashboards”
- Click “+ New Dashboard”
- Give your dashboard a name
Step 2: Connect Boards
- Choose one or more boards that you want the dashboard to pull data from
- You can connect up to 50 boards (depending on your plan)
? Essential Dashboard Widgets
Widgets are the building blocks of a dashboard. Here are the most commonly used ones for reporting and analytics:
| Widget | Function |
|---|---|
| Chart Widget | Visualize data as bar, line, pie, or stacked charts |
| Battery Widget | Track task progress by status |
| Numbers Widget | Summarize values (e.g., totals, averages) |
| Table Widget | Display board items in a spreadsheet-style format |
| Timeline/Calendar Widget | View tasks across time ranges |
| Workload Widget | See team capacity and balance work |
| Countdown Widget | Track time to a milestone or deadline |
| Project Overview Widget | Monitor high-level KPIs |
| Custom Widget (Code) | Build your own widget using monday apps |
? How to Use Dashboards for Reporting
Example: Weekly Project Status Report
Use:
- Chart Widget: Breakdown of task statuses (Not Started, In Progress, Done)
- Table Widget: List of overdue items
- Workload Widget: Team capacity by member
- Text Widget: Add notes or summary for stakeholders
Example: Sales Team Analytics
Use:
- Number Widget: Total deals closed this month
- Chart Widget: Pipeline stages by opportunity
- Calendar Widget: Upcoming calls or meetings
- Leaderboard Widget: Top-performing reps
? Customizing Your Dashboard
- Drag-and-drop widgets to reposition
- Resize widgets by dragging corners
- Filter widgets by person, status, time, or group
- Rename widgets for clarity
- Use dark or light mode themes
? Sharing and Exporting
- Share with your team: Use the “Share” button to add viewers
- Public sharing: Create a shareable link (read-only)
- Embed: Add your dashboard to other tools (e.g., Confluence or a company portal)
- Export options: Download widgets or use integrations like Google Sheets for external reporting
? Only users with access to all connected boards can view full data in the dashboard.
✅ Best Practices
- Name widgets clearly (e.g., “Tasks by Status – Marketing”)
- Use filters to focus on relevant information (e.g., by department or project)
- Keep the dashboard uncluttered—only display the most important metrics
- Schedule regular reviews of your dashboard (weekly, monthly)
- Combine data from multiple boards for high-level overviews (great for managers!)
? Advanced Tips
- Use mirror columns in boards to display cross-board data and feed it into widgets
- Add formula columns to calculate custom metrics before visualizing them
- Pair dashboards with automations to alert team members when KPIs change
- Leverage third-party analytics integrations (Power BI, Tableau, etc.)
