ClickUp dashboards can aid in organization and communication, provide a high-level overview of all your projects, make onboarding a smooth process for new team members, have beautiful design, and give the CEO the data she needs to make data-driven decisions for her business.
This article will focus on how to use dashboards for making data-driven decisions, and we’ll look at the other topics, like how to set up an onboarding dashboard, in later articles.
The first step in creating a data-driven dashboard in ClickUp is reviewing your business’s strategic plan. What are your goals and plans for the next few quarters and what data do you need to collect to make evaluate whether or not you have achieved those goals?
The purpose of the dashboard that I am sharing with you is for me to evaluate my leads and the processes related to my leads and my services.
Before Setting Up ClickUp Dashboards
Before setting up a ClickUp dashboard, you need to have the data in ClickUp. But even before that, you should determine whether or not you should be tracking this data in ClickUp, or if it’s better to track in Google Data Studio, a Google sheet, or another tool. Just because you can track data in ClickUp, doesn’t mean you should. For example, data from Google Analytics may be best tracked elsewhere, like in a Google Sheet pulling automatically from Google Analytics.
Alternatively, you could manually input the data from Google Analytics into ClickUp but I recommend using ClickUp dashboards for what they’re really good at and letting other tools do what they’re really good at.
In this case, we’re looking at my lead tracking dashboard. My leads process is mostly automated and this data is being pulled in from other tools automatically so it’s not much manual work for me. These are the widgets I have set up in my lead tracking dashboard which I use to determine whether or not my process is generating revenue for my business.
Sources Of All Leads
This widget (fig. 1) shows the sources of all leads. I can see that most of my leads arise from Facebook groups and Facebook connections. This showcases that focusing on Facebook marketing would be a good use of my time. But it is also important I note where my won leads are coming from.
Sources Of All Won Leads
By comparing this with the chart that shows the source of the won leads (fig. 1), it is evident here that though more than half of my leads come from Facebook, my won leads are mostly from the vetted ClickUp Consultant directory, referrals, and Facebook connections. This data helps me decide where I should invest in marketing.
Services That All Leads Are Interested In
Now this widget (fig. 3) shows me the services that all leads are interested in. The next widget however shows the services that the leads actually buy. This is once again helpful in pointing out where I need to focus my efforts and which services I should be marketing more and those I can consider discontinuing.
Won Leads By Industry
This (fig. 4) shows what industries the leads are from. This provides me with important information because I can zero in on which industries I should focus my marketing efforts on.
Services Bought By Won Leads
The first chart (fig. 5) analyzes the different services that I sold overall and the second (fig. 6) specifies those that I sold last month.
The first step in creating a data-driven dashboard in ClickUp is reviewing your business’s strategic plan.
Customize Your Widgets
You can also make any chart of your preference in a matter of minutes. For example, if you want to make a bar chart, click on ‘+Add widget’ and then ‘Custom’. Select ‘Bar Chart’. You can use the function you want to be displayed by finding it under ‘Location’. Customize your X and Y axis and your chart is ready to go.
Learn to Build My Exact Dashboard
In my Data-Driven Dashboards I should you exactly how to build this dashboard and two more. Get it today.