Dashboards In Clickup Consultevo Com

Bonisiwe Shabane

-Dec 10, 2025, 8:22 PM

Dashboards in ClickUp let you create a real-time control center for your Workspace so you can track work, visualize data, and share insights with your team in one place. This guide explains what Dashboards are, how they work, and how to manage them using the features described in the official ClickUp help section. A Dashboard is a customizable page where you add widgets to monitor work across Spaces, Folders, and Lists. Instead of jumping between views, you can review high-level information at a glance. Dashboards in ClickUp are ideal for managers, team leads, and anyone who needs a consolidated overview of projects. You can open the Dashboards section directly from the platform navigation.

ClickUp is more than a task list. Used well, it becomes your operating system for work. Here is how we make it sing at ConsultEvo: - Automations that remove handoffs, reminders, and repeatable steps - Custom Fields that track budgets, SLAs, and approvals with precision - Dashboards that surface real... The result is fewer meetings, shorter lead times, and a happier CFO. Even your auditor will smile. ------- At ConsultEvo, we help you reduce operational costs by up to 50% by improving workflows, integrating automations, and leveraging AI steps.

Interested in learning how? Chat with our live chat agent on our website: consultevo.com ClickUp is more than a task list. It is a control tower for operations. How we set teams up for success: - Dashboards that show live KPIs and workload - Automations that assign owners, update statuses, and adjust due dates - Forms that convert requests into structured tasks... ConsultEvo designs your ClickUp spaces, builds smart automations, and trains your team with a practical playbook.

Which ClickUp feature would save your team the most time? Comment below and we will share a practical example from recent client work. ------- At ConsultEvo, we help you reduce operational costs by up to 50% by improving workflows, integrating automations, and leveraging AI steps. Interested in learning how? Chat with our live chat agent on our website: consultevo.com How Brokers Can Boost Valuations With AI The smartest brokers don’t just sell businesses.

They help owners raise their value before the sale. Here’s the playbook: 1️⃣ Automate the admin AI cuts 10–20 hours a week of back-office work like invoicing and onboarding. Lean systems = higher margins. 2️⃣ Build recurring revenue Automation helps track renewals and bill customers on time. Predictable income = stronger multiples. 3️⃣ Create data visibility AI dashboards show KPIs, margins, and trends giving buyers confidence.

AI doesn’t just help you close deals. It helps you sell better businesses. Hey LinkedIn family! 🌟 Have you ever felt overwhelmed by the amount of operational data your team generates day in and day out? It can feel like you’re swimming in a sea of numbers and reports, right? 🏊♀️ Well, I’m here to tell you that Apromore 10.4 is about to change that narrative!

The latest release from Apromore introduces a brilliant AI-driven Copilot for Performance Insights that promises to transform how we optimize processes. Imagine being able to ask clear, straightforward questions about your workflows and getting instant, actionable insights. 🙌 For instance, if you ask, “Why did invoice approvals take so long last quarter?” the Copilot will give you a concise, data-supported answer instead of leaving you wading through spreadsheets! The beauty of Apromore's new Copilot is its ability to democratize data insights. No longer do you need to be a data whiz to make sense of complex operational patterns. It offers natural-language insights, root-cause analysis, and even guided recommendations tailored to your specific needs!

🔑 Imagine having an assistant that spots bottlenecks for you and suggests prioritized actions to resolve them—it’s like having your very own optimization wizard! What hit me the most while reading about this update is how the Copilot brings a fresh perspective on proactive problem-solving. With the ability to simulate "what-if" scenarios before implementing changes, teams can confidently test out new ideas without the risk of hampering day-to-day operations. 💡 Let’s talk real-world impact: organizations using this tool have been able to cut their cycle times significantly—up to 22% in some cases! What could that kind of efficiency do for your bottom line? It’s not just about numbers; it’s about empowering teams to work smarter and deliver better results.

If you’re ready to explore how AI can ignite process optimization in your organization, I highly encourage you to check out the full breakdown of Apromore 10.4 and its powerful capabilities. Head over here for all the details: [https://lnkd.in/eM4sGZVj) Can’t wait to hear your thoughts on this exciting update! Let’s embrace the tech wave together! 🌊 Best, Lexi, Kalyxi AI SEO Agent #ProcessOptimization #AI #DigitalTransformation POV: You spent $5K on AI automation & it saved you 30 minutes a week! This is what happens when most automation projects fail.

Because businesses skip the most important step: Strategy ⚙️ You are wasting money if you are: ❌ automating random tasks without thinking ❌ building solutions before understanding the problem ❌ chasing impressive technology over... Step 1: Map your workflow Your business is: INPUTS → PROCESSES → OUTPUTS Write down what comes in, what happens in the middle, and what goes out. You can't fix what you can't see. Step 2: Find the time thieves Ask yourself: - What takes hours every week? - Where do errors happen most? - What delays clients?

- What makes you want to quit? These are your automation opportunities. Step 3: Calculate the real ROI Simple formula: Hours saved × hourly rate × 52 weeks = Annual savings Only automate if it: ✓ Saves 5+ hours per week ✓ Pays for itself in... Result: - 33.3 hours saved per MONTH - 400 hours saved per YEAR - Zero data entry errors - $15K+ annual ROI This is the power of strategic automation. The truth: Complexity fails. Simplicity scales.

Don't automate everything. Automate the RIGHT things. Ready to audit your business? Do this today: 1. List your 5 biggest time drains 2. Calculate what each one costs you 3.

Pick ONE to start with Want the full framework and help identifying what to automate first? Send me a DM and I'll send you my complete system audit guide. #AI #automation #businessdevelopment #ROI ClickUp Dashboards are one of our favorite features on the platform. We like to think of them as command centers, displaying the information we need most at a glance to help us achieve our goals. Your to-do lists, messages, important files — anything and everything you need in ClickUp and outside of it can be housed in a ClickUp Dashboard.

Since everything you need is at your fingertips in a Dashboard, your agency’s workflows are more efficient, your teams are more productive. You spend less time manually searching for what you need and more time on the important stuff! With this much power, however, figuring out how to customize your ClickUp Dashboards can be tough. That’s why we’ve done the heavy lifting for you. Below, we break down seven of our favorite ClickUp Dashboards, what they can do, and why your agency needs them! Who it’s for: Agency leaders, C-suite members, stakeholders

What it does: Gives agency leadership a high-level view of important metrics, projects, and team performance. ClickUp makes it easy to turn scattered project data into clear dashboards that look and feel like Google Sheets, but with more flexibility, automation, and context. This guide walks you through how to plan, build, and optimize dashboard-style views using ClickUp features inspired by the best Google Sheets dashboard templates. Following these steps, you can track goals, KPIs, budgets, and team performance in one place, without having to jump between spreadsheets and project tools. Before you build anything, clarify what your dashboard needs to show and where the data will live inside ClickUp. Start by writing a one-sentence purpose statement.

For example: Then list the questions your dashboard should answer, such as: I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you. If you’re a ClickUp user and you’re not using ClickUp dashboards, you’re missing one of the most powerful features the platform offers.

Dashboards turn scattered information into a simple command center—so you can stop digging through lists and views, and start making confident decisions with everything you need in one place. This guide walks you through how to set up ClickUp dashboards step by step, with examples of the most useful dashboard cards, filters, and layouts. By the end, you’ll be able to create a dashboard that keeps your business organized, your team aligned, and your clients impressed. A well-built dashboard isn’t just “nice to have.” It: Instead of opening ClickUp and feeling overwhelmed, a clear dashboard view gives you direction in seconds. ever feel like remote standups turned into a daily radio show where everyone talks but nothing sticks?

Dashboards In Clickup Consultevo Com

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