Let’s be honest—managing a bunch of projects, different teams, and competing goals? It gets chaotic, fast.

That’s probably why a lot of teams (ours included) have started relying on monday.com dashboards. They give you a live, no-nonsense view of how things are going—what’s working, what’s stalling, and what needs fixing.

Whether you’re juggling campaigns, tracking sales numbers, launching something new, or just trying to keep internal tasks from falling through the cracks—it helps to see everything in one spot. No more bouncing between five apps or digging through spreadsheets from last week. Just a dashboard that actually fits how you work.

In this quick guide, we’ll walk you through how to build dashboards in monday.com that keep things moving, help you spot problems early, and make collaboration a little less stressful.

What is a monday.com dashboard?

Think of it like your team’s mission control. It grabs the most important info from your boards and turns it into a visual, real-time overview you can actually make sense of—without digging through endless updates.

Whether you’re leading a project, running a team, or just need to show your execs what's going on, dashboards make it easier to focus on the stuff that matters—like progress, deadlines, workload, and results. Everything’s right there, all in one place.

The best part? You don’t have to limit yourself to one board. If your teams are spread across marketing, product, support—whatever—you can pull data from all of them into a single, clean view. It’s a life-saver when you need cross-team visibility.

How widgets make dashboards click?

Dashboards in monday.com are built using widgets. These little building blocks let you create the exact view you need—based on the KPIs and data that matter to you.

Some of the ones teams use the most:

• Chart Widget – Spot trends or show off progress with simple visuals—bar, pie, line, whatever works.

• Battery Widget – Want a quick “how are we doing?” snapshot? This one shows if things are on track or falling behind.

• Number Widget – Great for showing totals like tasks completed, hours logged, or budget spent.

• Table Widget – Drop in a live table view so you can filter and scan info fast.

• Timeline & Gantt Widgets – Keep an eye on deadlines and dependencies without flipping boards.

• Workload Widget – Avoid overloading your team. This one shows who's got too much (or too little) on their plate.

• Goal Widget – Keep your KPIs front and center so everyone knows what you're aiming for.

Each widget can be tweaked however you want—daily, weekly, by quarter, you name it. Whether you're setting things up for a project check-in or a leadership report, your dashboard becomes whatever you need it to be.

Step-by-Step Guide to Building a Custom Dashboard in monday.com

Building a dashboard in monday.com is easier than you think—and once it’s set up, it becomes your go-to for tracking performance, progress, and team capacity in real time. Here’s a simple walkthrough to help you build your custom dashboard in monday.com from the ground up.

Step 1: Choose the Right Board Data

Before adding widgets, start by selecting which boards will feed data into your dashboard. This is important because your dashboard pulls information directly from these boards to track KPIs in monday.com.

• Click “+ Add” in your left sidebar and choose Dashboard.

• Select the boards you want the dashboard to connect to (you can pull data from multiple boards if needed).

• Give your dashboard a name, like “Marketing KPIs” or “Product Launch Overview.”

???? Tip: Think about which boards hold the data you need most—whether that’s tasks, budgets, timelines, or team activity.

Step 2: Add the Right Widgets

This is where your dashboard comes to life. You’ll now add dashboard widgets in monday.com to visualize the data in a way that’s easy to understand and act on.

Here are a few essential widgets to consider:

• Chart Widget: Ideal for trend tracking—see how leads, tasks, or revenue evolve over time.

• Number Widget: Perfect for tracking performance metrics like monthly sales, tickets closed, or campaign ROI.

• Timeline or Gantt Widget: Great for project managers who want to view progress across deadlines.

• Workload Widget: Get a real-time view of your team’s capacity so no one gets overbooked.

• Table Widget: Pull in filtered board data for quick status updates without switching views.

• Goal Widget: Visually track goals tied to KPIs—such as hitting a certain number of signups or feature releases.

To add widgets:

• Click “+ Add widget” at the top of your dashboard

• Search for the widget type or browse through categories

• Configure your widget by selecting the board, groups, and columns it should pull from

Step 3: Group and Organize KPIs Visually

Once your widgets are in place, take a moment to organize them in a way that makes sense for your team. Visual clarity is key.

• Use drag-and-drop to arrange widgets by priority—e.g., top-level KPIs at the top, detailed breakdowns below.

• Group similar metrics together (e.g., financial metrics in one row, task performance in another).

• Use headers or text widgets to create clean sections that guide the viewer’s eye.

This structure helps ensure your project dashboard in monday.com isn’t just pretty—it’s functional and easy to interpret.

???? Pro tip: Less is more. Avoid overcrowding the dashboard. Focus on the KPIs that matter most to your goal or audience.

With just a few steps, your custom dashboard in monday.com becomes a powerful control center—giving you and your team instant access to the data you need to move faster and smarter.

Best Practices for KPI Tracking in monday.com

Setting up a dashboard is only half the battle. To make your monday.com performance tracking truly effective, your KPIs need to align with what your business is actually trying to achieve. Here’s how to do that—and some real-world examples to bring it all together.

1. Align Your KPIs With Business Goals

It’s tempting to track everything—but that often leads to dashboard overload and decision fatigue. The key is to track only the metrics that directly support your short- and long-term goals.

Here’s how to align your KPIs with business strategy:

• Start with the goal: Are you trying to grow revenue? Improve customer satisfaction? Reduce turnaround time?

• Define success: What does “good” look like? Set a benchmark or target for each KPI.

• Choose the right indicators: Focus on leading (predictive) and lagging (outcome-based) indicators that provide meaningful insight.

???? Example: If your goal is customer retention, don’t just track ticket resolution speed—also monitor customer satisfaction (CSAT) and churn rate.

When used intentionally, your custom dashboard in monday.com becomes more than a report—it becomes a real-time strategy tracker.

2. KPI Dashboard Examples by Department

Let’s break down what effective project dashboards in monday.com look like for different teams.

Marketing Dashboard
Objective: Track campaign performance and lead generation
Suggested widgets:

• Chart Widget – Leads by source or campaign performance over time

• Number Widget – Total leads, cost per lead, conversion rate

• Goal Widget – Monthly or quarterly campaign goals

• Table Widget – Top-performing content or channels

???? Use color-coded status indicators for quick campaign health checks.

Sales Dashboard
Objective: Monitor pipeline health, quotas, and performance by rep

Suggested widgets:

• Chart Widget – Deals by stage or revenue forecast

• Number Widget – Closed deals, average deal size, win rate

• Timeline Widget – Sales cycle length or contract renewals

• Workload Widget – Sales rep activity tracking

???? Combine multiple boards like “Leads,” “Deals,” and “Renewals” into a single view.

Operations Dashboard
Objective: Ensure task completion, resource allocation, and workflow efficiency

Suggested widgets:

• Battery Widget – Project or task status (done, in progress, stuck)

• Workload Widget – Team bandwidth across shifts or projects

• Number Widget – On-time delivery rate, issue resolution count

• Gantt Widget – Visualize dependencies and milestones

???? Helps teams stay aligned and management spot risks early.

When you track KPIs in monday.com using department-specific dashboards, you ensure each team stays focused, accountable, and data-driven.

Use Cases by Department

Let’s look at how different teams are using monday.com dashboards in the real world to stay ahead, make smarter decisions, and get work done faster.

Sales Pipeline Performance
Sales teams rely on custom dashboards in monday.com to keep a pulse on pipeline health and individual performance. By visualizing data like deal stages, forecasted revenue, and conversion rates, sales managers can quickly spot where deals are stalling—and which reps need support.

Popular widgets:

• Chart widget for deals by stage

• Number widget for average deal size

• Timeline widget for contract renewals

• Workload widget to balance lead assignments

Marketing Campaign Analytics
Marketing teams use dashboard widgets in monday.com to track campaign performance across channels. Whether it’s website traffic, email conversions, or ad spend, dashboards give a real-time view of what’s driving results—and what’s not.

Widgets to consider:

• Goal widget to track campaign KPIs

• Chart widget for traffic or lead trends

• Table widget for content performance by channel

• Number widget for budget tracking and ROI

Project Progress and Deadlines
For operations, product, or cross-functional teams, project dashboards in monday.com help keep things on track—literally. From sprint planning to long-term roadmaps, these dashboards make it easy to monitor tasks, resources, and deadlines.

Ideal widgets:

• Gantt or timeline widget for milestone tracking

• Battery widget for project status at a glance

• Workload widget to manage team availability

• Table widget for real-time updates on task progress

Whether you're tracking revenue, marketing ROI, or project delivery timelines, the key is clear: the more aligned your dashboards are to your team’s workflow, the more impact you'll get from your monday.com performance tracking.

Need help building advanced dashboards? Tollanis can help.

At Tollanis, we help businesses build dashboards that do more than look good—they work the way your team works. From connecting multiple boards to creating custom widgets and workflows, we help you unlock the full power of monday.com.

Let’s build something that moves the needle.