Overview

Custom dashboards in monday.com allow you to visualize your project data in a way that’s tailored to your team’s goals and workflows. Whether you’re tracking KPIs, team workloads, or project health, custom dashboards give you full control over what data you display and how you display it.

In this article, you’ll learn:

• How to create and set up a custom dashboard
• Which widgets to use for your goals
• How to tailor dashboards with filters, layouts, and multiple boards
• Tips for sharing and maintaining your dashboard

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🧱 What Is a Custom Dashboard?

A custom dashboard is a flexible, visual workspace where you can display real-time data from one or more boards. You choose the widgets, data sources, filters, and layout—making it perfect for cross-functional reporting, executive overviews, and team tracking.

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🛠 Step-by-Step: Build a Custom Dashboard

Step 1: Create a New Dashboard

1. From your left-hand menu, click “Dashboards”
2. Click “+ New Dashboard”
3. Name your dashboard and choose the boards to connect

📌 You can pull data from up to 50 boards, depending on your plan.

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Step 2: Add Widgets

Click “+ Add Widget” to choose from a wide range of visual tools.

Popular Widget Types:

Widget	Use Case
Chart	Bar, line, pie, or stacked charts for KPIs and breakdowns
Battery	Visual progress of item statuses (e.g., done, working on it)
Workload	View team capacity and prevent overwork
Timeline/Calendar	Track deadlines and project timelines
Numbers	Show sums, averages, or counts
Table	Display raw item data
Text	Add notes, summaries, or custom instructions
Custom (App)	Build custom widgets via monday apps or third-party tools

Step 3: Customize Widgets

Once a widget is added:

• Choose the board and group it pulls from
• Map the data (e.g., which column = “status,” which column = “person”)
• Choose filters (e.g., by team, project, or date)
• Set timeframes for dynamic reporting (e.g., “last 30 days”)

You can resize, rename, and rearrange widgets to suit your layout.

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Step 4: Add Filters and Views

Custom dashboards can be filtered at the widget level or globally:

• Global filters: Apply to all widgets on the dashboard (e.g., view data only for “Marketing”)
• Widget-level filters: Apply specific rules to individual widgets

Use filters like:

• People
• Status
• Tags
• Date ranges
• Groups

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Step 5: Organize and Layout

Make your dashboard clear and user-friendly by:

• Grouping widgets by category (e.g., “Team Metrics” vs. “Project Deadlines”)
• Using color-coded statuses
• Adding headers or Text Widgets as section dividers
• Resizing widgets to create a clean visual flow

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💡 Custom Dashboard Examples

📌 Project Manager Dashboard

• Chart: Tasks by status
• Timeline: Gantt view of milestones
• Workload: Capacity by team member
• Numbers: % of project completed

📌 Sales Team Dashboard

• Chart: Deals by stage
• Table: Key accounts
• Number: Revenue closed this month
• Leaderboard: Top performing reps

📌 Marketing Dashboard

• Calendar: Upcoming campaigns
• Chart: Content pipeline
• Text: Weekly summary notes

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📤 Sharing and Collaboration

• Invite collaborators to view or edit
• Set permissions for viewers vs. editors
• Create a shareable link (read-only external view)
• Embed dashboards in websites, wikis, or portals

🔒 Note: Users can only see data from boards they have access to.

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✅ Best Practices

• Use clear naming conventions for widgets and dashboards
• Keep it simple—avoid overcrowding with too many widgets
• Review and refresh data weekly or monthly
• Use automations to notify users when key metrics change
• Combine dashboards with monday Workdocs or updates for context

🧠 Frequently Asked Questions

Can I export a dashboard?
Currently, dashboards aren’t directly exportable as PDFs, but you can export individual widgets or use screenshots.

How many boards can I connect?
Up to 50 boards on Pro and Enterprise plans.

Are dashboards updated in real time?
Yes, most widgets update automatically when underlying board data changes.