Master monday.com Dashboards: Build Trusted Custom Reports

If you want to build dashboards in monday.com that you can trust, you're in the right place. In this video, I'm

going to teach you everything there's to know about monday.com dashboards. And by the end of this video, you'll be able to

create your own custom and advanced setup. Hi, I'm Patrick. And over the past 6 years, I've helped over 150

businesses build systems in monday.com. If you need help with your custom Monday project, you can reach out to me by the

link in the description below. So, without further ado, let's get started. By the way, if you want to be inspired

by over 30 dashboard examples, you can download them for free via the link in the description. So, here we are in

Monday. The first step to create a dashboard is to have data because dashboards only visualize data. They

don't contain any data. So, data is hosted on a board. So, the first thing you need to do is make sure that you

have a board with information just like I have right here with a deals board. When you have a board like that, you can

actually go to the blue plus icon and click on it. Then click on dashboard. Here you can add a dashboard name. So in

my case I'm going to call it an example dashboard. Then it will ask you for your privacy setting. If you keep it at main,

everyone in the company can see it. If you do private, it's like invite only. Only the people you invite to the

dashboard are able to see it. Whatever you prefer. Then I click create dashboard. The first thing you need to

do is connect data sources. So you connect your board to the dashboard. I would recommend if you're first starting

out to only connect one dashboard to get started because when you connect multiple some things can get more

complex. I'll show you that later in the video. For now, let's start with one. In my case, it's my deals board. So, I

click on it. If you don't see your board, just use the U search bar to search for the board name. For example,

I have a marketing task board. And there you go, it shows up. To select it, just click. To deselect it, just click once

again. As you can see, you can also select multiple, but we're not going to do that for now. Click done. What you'll

see here is one board is connected. If you want to connect more boards in the future or you want to disconnect boards,

you can click there again and you can connect and disconnect them from here. Then you can click done again. That's

the first thing about connecting data sources. Then we're going to add our first widget. So click here to add

widget. And maybe you don't know what a widget is, so I'll show you in a second. If you click there, you'll see all types

of widget options. Let's just get started with a chart widget for example. If you click there, you'll probably see

some data as you can see here. If not, I'll show you what to do. Because the most important thing about widgets is

that if you click on these three dots, you can actually go to the widget settings. And this is where you can set

up your widget. On the right hand side, the widget settings show up and it all starts with a chart type. Chart types

are great to, you know, select multiple chart types. So, in this case, it's a bar chart, but we can also change it to

a pie chart or a line chart or bubbles. There's many different things you can do, and they all have their own

functionality and their own setup sections. Let's just start with a bar chart, for example. Let's close it and

go to the x-axxis. This means that you can determine what information needs to be shown on the horizontal line of your

dashboard. In my case, right now, it's the status column, but maybe I want to show something else. You can do that by

clicking here and then you can select whatever you want to put on the horizontal line. Maybe it's person for

example. I have no information apparently in the person section. So as you can see no results were found. Let's

go for something else like group. And now you have different data. Can also do name and then you would see all the

deals in my deals board. As you can see there's many different things that you can do. I would just put whatever you

want to put on the x-axis and then we can get uh started with the next step. So we go to the y-axis. what type of

information is on the vertical line of this chart. By default, as you can see, it says count items. So, it will just

count the amount of items with this specific status. In my example, eight deals were lost, eight deals were won,

and two are in a proposal stage. But maybe we don't want to see it on, you know, the amount of uh we don't care

about the amount of deals. We care about the deal value. So, we turn off count items and we turn on deal value. And as

you can see now we have a completely different dashboard. Very interesting. If you like to see things uh with

regards to calculation such as the average value for lost deals, you can also do that by going here and making

some changes. So let's click average. As you can see now things change. You can also do minimum, maximum or the median.

This is something that you can play around with to create the boards that you like. Then we also have a customiz

section. There's some things about coloring. So you can for example color each of them. This is you know more of

an aesthetic related thing. So I won't really go into detail but basically for example have C proposal and you would

rather see it in a different color you can do so from here. Then sorting by I personally prefer it for example if the

Y-axis is descending so the biggest thing starts on the left hand side and it goes down. Uh other people preferred

otherwise. You can just play around with this to see what kind of dashboard setting you prefer. Then there's some

more things showing only for example the top or bottom items. So maybe uh it it's only for you relevant to show the top

five items or the top three. As you can see, this doesn't really affect the current one. But if I were to put for

example, let's say name here. As you can see now, it actually does affect it. So if you want to, for example, make the

top five biggest deals, we go for the top five items. And there you go. We have the top five biggest items or deals

of my board. So I'll go back to a status column for now. And usually the best way to learn this stuff is just to click

around, play around with it, and see what kind of dashboard you create. Think of what you like to create and then just

think of what kind of settings do I need to actually build this thing. Trial and error goes very far here. I really

recommend just clicking around because you can't really break anything. And if you do, you just remove the widget and

you start over. Awesome. So, we have cumulative data that you can also show. There's also showing empty values if you

have, you know, empty status labels, for example. In my case, that's not the case. We have some benchmark lines and

these are actually super valuable. So let's say we have a deal value and the target deal value is $20,000.

Then you might want to see a nice uh line there. You can do that with benchmark lines. So as you can see here

we have a benchmark line. We give it a value such as 20,000. And as you can see the line shows up. Let's give it a name

such as uh minimum deal size. As you can see it shows up here. Minimum deal size. doesn't really look very nice in this

view actually. And we can give it a different color if we want to. You can also add multiple lines if you want to.

So you can do whatever you want here. Uh it's a great thing, a great feature about the Monday dashboards. So I would

highly recommend that you check it out. Then some final things. Sometimes when you connect multiple boards, you

actually don't want to include data from certain boards in your widget. So you can turn them on and off from here. Same

thing for groups. If you only want to show data from certain groups, you can turn your groups on and off from here.

Interesting thing, if we close this one, we now see our new dashboard widget. But as you can see, it's might might be a

little bit too compact. We actually want to make it bigger. You can do so by clicking on the blue uh circle icon

here, clicking, and you can drag and drop to make it bigger, smaller, basically whatever you prefer. So, you

can create your own dashboard. Then another thing to keep in mind is that if you click here, you can actually change

the name of your widget such as deal deals by status. So you can see all the deals by status. If you want to, you

know, have multiple widgets, that's of course possible, but you might want to drag and drop your widget around, which

you can do by holding this icon here. You can just drag and drop it to whatever place you like. This is a very

important thing to understand. Another thing that I like about Monday's dashboard is that if you hover over a

widget, uh you can actually see more information. And if you click on it, you can actually see all the deals or items

that are related to that part. In this case, we have one deals. If I were to click on this, I actually see the one

deals and a table of all the one deals that it consists of. So, I can see all the information. Very important and

interesting thing. Another interesting thing about widgets is that you can filter in a widget. So this option will

give you the option to or this icon will give you the option to filter information. So maybe in this case we

only want to see deals by status but we only want to see it for open deals which means that we need to filter out all the

lost and won deals. To do that go to the filter widget and here you can start filtering. The first thing you need to

select is the board. So if you have multiple boards connected to your dashboard you can use all boards. If you

have one board selected, you can use the, you know, the board itself. The first option is especially helpful if

you work with multiple boards that are the same. So, if you, for example, have a board for each client that you're

connecting to one dashboard and each of those boards are the exact same, they are identical, then you can filter all

boards because they all have the same columns. Then you can put create one filter and filter through many boards at

the same time. In my case, I just have the deals board for now. So let me click deals and it works exact same as a

normal filter. So we say where status is not lost and won. And there you go. Here in the background you see only the

proposal status is still available. We can then filter this by clicking filter again and saving the filter. By saving

the filter it will actually show up here. And even if you were to refresh it, it will stay there. And this is

actually a great and important thing to create the right dashboard for you and your team. So, let me show you a few

more widgets that are actually interesting to show. So, if we add another widget, as you've just seen in

the settings section, there are a lot of different chart types. So, we go for pie charts, line charts, but also things

like a stacked bar chart, which is also very interesting. Let me show you what that means. So, if we click stack bar,

as you can see, no data was found. If you go to the x-axxis, we can do whatever we want here. So, we can, for

example, let's see. There you go. It was already started. It already started stacking by a person, but I have no

information in a person column yet. So, I turned it off. And this is always with dashboard. Sometimes there are some

settings that you just need to adjust to make sure that your dashboard is correct. So, in my case, this looks like

a normal bar chart as we've just seen. But the interesting thing is that you can um have like sections within your

bar. So, let's go back to my original board, my deals board. And in this board, I'm going to connect uh a few

persons to get some test data. So, let's say these are all connected to Patrick. These are all connected to uh John. And

then in the lost deals, we'll do the same thing. These are connected to Patrick. And these are connected to

John. Now, what we can do in our new dashboard, we go to the settings again. We can stack it by the people column. So

as you can see for all the lost deals four are related to Patrick and four are related to John. And this is how you use

stacked bar charts. Very interesting thing. You can also do similar things with line charts. So there's also what

you will see is with each chart you'll see different type of widget settings. So I would recommend just clicking on

all of them and seeing if you like them and what you can do with them. They are all a little bit different and they all

have their own unique features. If you want to add more interesting widgets, you can also click add widget. Again, by

the way, there's a limit of 30 widgets. So, you can do quite a lot, but not everything. Can click add widget. You

can go for a numbers widget. For example, here we see a number. At the moment, I have no clue what this number

means. But if we go to the settings of this numbers widget, we can see what it means. So, apparently, it decided to sum

up all of the deal values. We can also say we want to see the average of the deal values. and the average of deal

values is in dollars or maybe it's in uh stones for example. We can add some information there. Like there's a lot of

interesting things you can do there. You can play around with it yourselves. You can also count for example. So we can

have 18 items in this case. But we can also say let's say each item would be a deal. So we call 18 deals or we go for

18 open deals. But then we of course need to add a filter. This is how you start playing around with dashboards and

actually how you can create your own dashboards. Same thing with sub items. You can connect them if you want to.

Let's also go to customize. Same thing here. You see a lot of customization related things such as about the

decimals. By default, it's automatic, but you can also put it in manual mode. And if you play around with the amount

of decimals that you can see. So, this is some stuff that you can play around with and the numbers widget. I really

like that one. Another interesting widget is the battery chart. This is one of the famous ones of Monday. It's

basically like a a bar chart, but you would see like in a battery how far we are with the project. Same thing here

with the settings. You can adjust your battery chart. Uh we have GA can charts, files, galleries. You can also add apps.

But if you go to more widgets, you actually see everything that Monday has to offer with regards to dashboard. Same

thing here. I recommend clicking on all of them. Some will feel very familiar. Some are unique to dashboards. So I'd

say play around with them. Click on them and see what they can do. One of the options that I love most is the text one

actually. So if we type text here, you'll see that text shows up. If we click add widget, you'll see some text.

And you might think, well, why does this matter? I don't see it. Well, let me show you. If we were to create sections

in our dashboard. So, let's say one section is about deals. Then we can actually show that in a very nice way.

So, just type whatever you want to type and make it bold. Give it a nice little color such as red and make it very big

such as 72. Then, we're going to center this one and we're going to stretch it and make it as long and big as possible.

Like this. We click on the name of the widget. We remove it and we just enter a space and then we click enter. Now if

you drag this to the top we actually have a nice deal section. So we can see oh for the deals all these widgets are

related to it. And now if we duplicate it we could say well the next section of our dashboards about leads and you would

see all the information about leads. And this is how you can create sections within your dashboard to make it as

useful as possible. The next thing about dashboards is about the dashboard engine. By default, the dashboard engine

is just set to the default engine, which is the old one. But there's also a new dashboard engine. This is especially

helpful if you have a lot of data in your boards that you want to put into a dashboard. So, let me show you. If you

click on the top right on these three dots, you'll actually see the op option to upgrade to the new dashboard engine.

So, let's click there. And there you go. Usually takes a few seconds. Now, what you might notice is that these things

have shown up for each dashboard widget. When it was last refreshed, and a refresh button. If you click here, it

will refresh. It will get the latest data from your board and refresh the dashboard widget. But uh if you have you

know thousands or tens of thousands of rows and items in your board, it will take very long if you want this to be

real time. So if every change is made, it needs to update the dashboard. That will take very long time. It will be

very slow. That's why they have this. So you can refresh each thing individually or at the top right you can

automatically refresh uh every single time period. So we can for example refresh the dashboard every 30 minutes

or every day. What we can also do is refresh the whole dashboard in one go by clicking here and it will start

refreshing the whole dashboard. So that's what you need to know about the new dashboard engine. Another thing you

need to know about dashboards is more about filtering. So, we already talked about filtering for one specific

dashboard widget, but there's also an option to filter through the whole board with actually these two options. One is

to filter on people. So, let's say this is actually a deals board and you want to make sure that you only see deals

that are related to a person. You just click on that person and all the uh widgets will refresh to only showcase

data for that person. Great if you're, you know, with a person and you want to show how this person is doing. But you

can do the same thing with normal filters. works the same way as a normal board filter. So you can filter whatever

you want. You can switch to either quick filters like you might be used to or you can use advanced filters. Both are

possible. If you adjust things here, keep in mind that it will affect all of the widgets. So if you don't see certain

data, just check all your filters and make sure all the data uh filters are set up correctly. Another way to filter

is by using the text box. I personally don't use this that often, but technically you can filter on literally

anything. So, for example, uh we have a deal called CRM setup. Now, we can type CRM setup here and then all the

dashboard charts will be filtered with regards to the CRM setup. But maybe we only want to see, you know, deals with

the word CRM in there. I don't know if there's more. Let's see. Yep, there are. So, now we can see all the information

of CRM related deals. To know what it's filtering on, you can click on the search options. And here you see all the

columns that it's searching through. I recommend to keep this one as low as small as possible because the more

columns it needs to filter through, the longer it will take. So if you only want to search through the name, I would turn

off everything else because then searching will be way faster. You can also save this search if you want to by

clicking on this save icon and then it will automatically save this to your dashboard. In my case, I won't filter on

anything for now. The next thing you need to know about dashboards is that you can share them with external people.

This could either be people in your team or clients, for example. You can do that with the export button. If you click

export, you can actually export it to PDF. So, you can just, you know, generate a PDF and send it to someone

else. If you do that, you can click export to PDF. You have some nice options, portrait mode, landscape mode,

uh, and some things about what it should look like. If you click export, within a few seconds, sometimes a minute or so,

it's exported. Depends on how much data is in there. So, if you click here, you can actually see it's now exported as a

PDF. Looks pretty cool. However, maybe you want to do this on a weekly, daily, or monthly basis. You can now do that as

well. If you go to export again and you go schedule PDF export, you can actually send an email uh every, for example, day

or week. So, here we see when do we want to send it? In this case, for example, every week on Monday and let's say

Friday can also do every month on certain days or every day. Um, let's go for Monday and Friday. And you can, for

example, within what time frame should it be sent? Then here you can see who it should be sent to, could be a person,

could be a whole team in Monday, a subject line, text and the email and also the information about the PDF

layout. Then you can click schedule. So, if you select the subject line, you can click schedule and then the PDF will

automatically be sent on the weekly basis to the people that you've entered there. It's a pretty interesting new

feature of Monday. I think it's a valuable one if you want to keep your stakeholders up to date. One of the

great things people don't know about is about using formulas in dashboards. This is actually a very powerful feature of

Monday and it means that you can well, as I said, use formulas in a dashboard. So, let's create a formula in our deals

board. Let's say, you know, we do we have a deal value and let's add a numbers column and go for something like

a probability probabil. We'll give it, you know, a percentage like this. And I'll go through that relatively quickly.

Then we'll just add a formula column. And what we're going to do, what we're going to do is we're going to say it's

um where is it? Deal value times probability. There you go. And as you can see, we now have a value here. Well,

you can actually use this value of your formula in dashboards. So, if we go back to our dashboard and we go for example

to our numbers widget, you can click the three dots, go to settings and now, as you can see, the formula will show up.

So, as you can see, I select formula and now you can actually see, you know, you leverage a formula column in your

dashboards. Well, this is super helpful because with formula columns, you can do a lot. So, I would highly recommend you

check this out because some of the most advanced dashboards have been created with formula columns. And as I said at

the beginning of this video, if you want to see dashboard examples, I've actually created a document with over 30

dashboard examples that you can look into right now by looking into the link in the description below. So, we're now

going to talk about connecting multiple boards to one dashboard. At the top, as you can see, I have only connected one

dashboard or board right now. But if I want to connect multiple boards, I can do that from here. Just click on another

one and click done. And what you'll see is it's now added to all the uh connected widgets. It's because here it

has this add newly selected boards to all existing widgets option. But if you for example have a deals board and a

marketing related task board in one dashboard, most of the time you don't want to include them in the same widget

because you know deal related information has nothing to do with marketing related information. So a deal

value for example is not a column that you would have on a marketing tasks board. Therefore things can get very

tricky very quickly. So what I would recommend is that you when you add more columns or more boards that you turn

this off if it's not if it uh the new board is not related to the existing widgets. So we click here and we're

going to add our marketing tasks board. Where is it? The marketing tasks. There you go. So click done. Now the deals

boards are still the same but we also have another option. If we add for example widget what I've already talked

about is in the settings section you have boards. So if you want to see for example only tasks from a specific board

you can do that by turning them on and off here. So keep that in mind. Another thing that you'll see when you start

filtering is that the all boards thing becomes more relevant. As I said earlier, if you have similar boards or

boards that are the exact same, filtering through multiple of them is actually quite easy because all columns

are the same. But if the columns are radically different, it's actually nearly impossible to use like an filter.

You would need to filter them individually, otherwise it doesn't really make a lot of sense. So keep that

in mind when you start filtering. If you were to connect multiple boards into one dashboard widget, you can do so. But

there's something you need to keep in mind. If you go to the settings of this widget, for example, where we have both

boards connected. What you see in the x-axis is that we have a status column. And by default, Monday will just select

two status columns, one for each board. But maybe it's using the wrong one for one of the boards. We can check that by

going to the one by one section. And for each individual board, we can now select which column it should be using. So for

marketing task, for example, maybe we don't want to use the status column, but we want to use something else like a

date. There you go. But what you'll see is they need to be compatible. So if one goes for a date column, the other one

cannot go for a status column most of the time. But could be that for example here on a marketing task we want to use

a status column. And here we want to use the last reason column. Or maybe it's set up automatically by Monday like

that. And then your dashboard will look a bit weird. So it's very important that you check this one by one section and

don't just assume that Monday is always connecting the right status columns for you. The same is true with columns on

the y-axis and just uh yeah all the columns in general if you start working with multiple boards. Another thing I

want to show you is how you can have multiple values on the y-axis um to show in one dashboard. So let me show you. So

let's say we have a deals board and we want to have both the deal value and the value times probability column in one

place. Well, we can actually do that. So in this case, as you can see, on the board section, I've only connected the

deals board. On the Xaxxis, I've only connected the status column. And on the Y, I'm going to go to the one by one

section. Turn off the count items. I'm going for deal value and the formula. And now what you'll see here is we have

two values next to each other. I'll put myself to the right hand side. There you go. So we have the deal value and the

formula. Actually super helpful. We can also then turn this into an average. So we can actually see the average of the

data. And then things become actually quite interesting. As you can see, I have no uh sample value here. So it's

sets to zero. But this is actually how you can automatically uh or how you can put multiple values on the y-axis. So

this is actually a very interesting one to keep in mind. By the way, if you use formula columns, as you can see here,

there's no nice dollar sign just like it would be here. This is actually possible because if you go to your board and go

to the formula, you can click here on the uh column summary. If you click there, you can actually connect for

example a you know dollar sign or you can also go for euros, pounds, whatever you prefer. But now I connected the

dollar sign and if I now go to the dashboard, you'll actually see that boom, there's a dollar sign here as

well. Now I'd like to talk to you about the limitations of Monday's dashboard. The first limitation is that you cannot

use benchmark lines that are different for each period. So let me show you what I mean. If you have a date column on the

x-axis, you have the option to group by something. So you can group by week, month, day, quarter, or year. As you can

see here, I've done it by week. So if I have a weekly target, for example, in my case, let's say for this example, we

would say $30,000 is our weekly target. Then we can add a nice benchmark line for $30,000

target. And this is all great and fun, but if your target changes over time, so let's say this was quarter 1 and this

was quarter 2, then this doesn't make sense because quarter 1 might have a $30,000 target where quarter 2 might

have a $45,000 target. At the time of recording, it's unfortunately not possible to have a different target for

each, you know, part of the x-axis. Hopefully, there's a feature Monday is going to add soon, but it's not

available now. However, if you want to have this, there are apps in the marketplace that do this for you. One of

those apps is actually called Autoboost. Uh, so if you go to the app marketplace and type auto boost uh or sorry, not

auto boost, dash boost, you will actually find um dash boost and dash boost does have this option. Let me show

you in the video. I think it's here. There you go. So, here you see benchmark line, benchmark line, benchmark line,

and a benchmark line. So if you have for example sales targets for your team, I recommend checking out this app. Another

limitation is that you cannot work with formula columns within or sorry with uh calculations within your Monday

dashboard. So it's not possible to say for example, well we have 10 items on the events board and 10 items on the

deals board and we want to do 10 * 10 to get the total for example. That's not possible. Now this is quite a silly

example like you would never want to do that but there's actually quite a few situations where you would want to make

a calculation within your dashboard but that's not possible right now. It's also possible with the same dash boost app.

So what I'll show you right now what they have done which I think is quite cool is they have created something like

this which is a calculator within your dashboard. So you can do actual calculations with numbers and for

example 8* 6 minus the amount of projects. So, there's all types of interesting calculations you could do

there. Uh, one could be, for example, your average customer lifetime value. Let's say it's $100 times the amount of

customers that you have. And then you can figure out, you know, some uh numbers that could be interesting. So,

this is actually a great way to uh surpass that limitation of Monday that it has right now. And last and final

limitation I want to share with you guys is that you can only connect 20 boards to a dashboard on the Monday's pro plan.

on the Monday enterprise plan right now it's actually set to 50 and I believe that if you contact support you can

actually get it up to 60 they're going to make some changes to upgrade this to 200 uh boards that you can connect to

one dashboard and probably in the future will be even more but as of now this is actually a hard limitation especially

annoying on the pro plan so keep this in mind when you start generating dashboards so if you have one dashboard

make sure you can only connect it to 20 smaller boards 20 normal boards and if you want to go to 21, you'll run into

that limit and it will prompt you to upgrade to enterprise. While this could be a good solution for you, it might

also be too expensive for your business at the time. So keep this in mind when you start generating your boards because

if you for example want to see your client overview board and you have more than 20 clients, you'll run into the

limit of putting all that data into one dashboard. So keep that in mind. The final thing that I want to share about

Monday's dashboard is that there's some interesting widgets that you can add that are a little bit hidden. So, if you

click add widget and go to more widgets, when you scroll through it, you might see a few, but the few ones that I

really like are, for example, uh they're all apps by Monday. So, for example, we have an interesting one called the

funnel chart. This is only available on the CRM plan. It's actually a super helpful widget. Another thing I like a

lot is the goals one. I highly recommend you check it out, but they're adding some cool new widgets every single time.

U I think the one of the most popular ones is the llama farm. It's one of those funny little widgets to make your

board a lot a lot more fun where you know each item would be a llama and they would just be walking around. So, I

highly recommend you check it out that you play around with it. Um, and I think overall if you want to learn Monday in

and out, just click on everything. Just try it out. Click on add widget, add all the widgets that they have, play around

with it, figure out what they can do because that's the best way to learn and that's actually the best way to learn in

general and also how I learned monday.com. Thanks for watching. If you like this video, please leave a like. It

would help me a lot. If you have any questions, just leave them in the comments. I'll try to answer all of them

to help you as much as possible. As I said earlier in the video, if you need help with the custom implementation, you

can reach out to me via the link in the description. And if you want to get the 30 free dashboard examples, you can also

find it in the link in description. Now, to add even more free stuff, if you want to receive free weekly tips, you can

actually sign up for my free Monday newsletter, which you can also find in description. And that was actually all I

have to say for now. I hope you liked it a lot and I look forward to seeing you in the next video. Bye-bye.