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

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🧱 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

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🚀 How to Create a Dashboard

Step 1: Add a New Dashboard

1. From the left-side menu, click “Dashboards”
2. Click “+ New Dashboard”
3. 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)

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📊 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

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🎨 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

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📤 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!)

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🔍 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.)

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