Mastering Monday.com Dashboards: A Step-by-Step Guide to Effective Data Visualization

Updated at: 28/06/2025

Unlock the power of Monday.com with this comprehensive guide to mastering its dashboard features. Learn how to transform raw data into insightful visualizations, effortlessly monitoring projects and team performance. From choosing the right widgets to designing intuitive layouts, we'll walk you through a step-by-step process, empowering you to create effective dashboards that drive better decision-making. Get ready to visualize your success!

Step-by-Step Instructions

  1. Dashboard Creation

    • Create a new dashboard. You can do this at the workspace level or within a specific folder.
    • Name your dashboard and choose its privacy settings (private or shared).
    Name your dashboard and choose its privacy settings (private or shared). Name your dashboard and choose its privacy settings (private or shared).
    Dashboard Creation

  2. Widget Selection and Placement

    • Add widgets. Monday.com offers various widgets (numbers, charts, timelines, tables, workload views, etc.) and app integrations.
    • Resize and arrange widgets to create a visually appealing and organized dashboard.
    • Utilize the 'duplicate' function to quickly create similar widgets with different settings.
    Utilize the 'duplicate' function to quickly create similar widgets with different settings. Utilize the 'duplicate' function to quickly create similar widgets with different settings. Utilize the 'duplicate' function to quickly create similar widgets with different settings.
    Widget Selection and Placement

  3. Widget Customization

    • Customize widget settings. For each widget, specify the data source (board, columns, groups, subtasks), aggregation method (sum, average, count), and filtering options.
    • Use filters effectively to drill down into specific data sets within your widgets. This allows for focused reporting.
    Use filters effectively to drill down into specific data sets within your widgets. This allows for focused reporting. Use filters effectively to drill down into specific data sets within your widgets. This allows for focused reporting.
    Widget Customization

  4. Specialized Widgets

    • Leverage the 'Workload' widget for a calendar-based view of task assignments across multiple boards.
    • Employ tables to provide comprehensive data reports without navigating individual boards.
    • Use the 'Goals' widget to track progress towards targets.
    Use the 'Goals' widget to track progress towards targets. Use the 'Goals' widget to track progress towards targets. Use the 'Goals' widget to track progress towards targets.
    Specialized Widgets

  5. Sharing and Access Control

    • Share the dashboard with team members, controlling their access permissions.
    Share the dashboard with team members, controlling their access permissions.
    Sharing and Access Control
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Tips

  • Place high-level data at the top of the dashboard for quick visibility, followed by more detailed information below.
  • Ensure consistent column names across boards when combining data into a single dashboard to avoid data inconsistencies.
  • Regularly review and update your dashboard to ensure accuracy and relevance. Quality check your data and settings to make sure they reflect your intended outcomes.
  • Tailor your dashboard to the specific data and reporting needs of your project and team.

Common Mistakes to Avoid

1. Overcrowding Dashboards with Irrelevant Data

Reason: Including too much information makes the dashboard cluttered and difficult to read, hindering effective data analysis.
Solution: Prioritize key metrics and remove unnecessary widgets to improve clarity and focus.

2. Using the Wrong Chart Types for Data Representation

Reason: Choosing inappropriate chart types can misrepresent data, leading to incorrect interpretations and flawed decisions.
Solution: Select chart types that accurately reflect the type of data and the insights you want to convey.

3. Ignoring Data Context and Failing to Provide Clear Labels

Reason: Without proper context and clear labels, the data presented remains incomprehensible, rendering the dashboard useless.
Solution: Add clear titles, labels, and descriptions to ensure data is easily understood and correctly interpreted.

FAQs

How can I share my Monday.com dashboards with others?
Sharing your dashboards is easy! Once you've created your dashboard, click the 'Share' button (usually located in the top right corner). You can then choose to share it with specific individuals or groups within your Monday.com workspace, or even generate a public link (if your settings allow). You can also control the level of access, allowing viewers to only view the data or also edit the dashboard.