monday.com Dashboards & Reports Full Tutorial (2026)

Why Can't You Build The Report You Want In monday.com?

There's a good chance the data isn't there in the first place. A dashboard can only report on what your boards track, so make sure they capture everything you want to report on.

Every report in this video uses a projects board and a tasks board we built for it.

How Do You Create A Dashboard In monday.com?

Click the plus button on the left and choose Dashboard. You need one whenever a report pulls from more than one board.

1. Name it after what it covers, such as project dashboard or sales dashboard.
2. Choose Private to limit it to you and the people you pick, or Main to let everyone see it, then press Create Dashboard.
3. Select the boards it should report on and press Done. We picked the projects board and the tasks board.

For a single board, a dashboard view on that board might make more sense. More boards can be added later from the connected boards count at the top of the dashboard.

Which Widgets Can You Add To A Dashboard?

For reporting, the ones you'll use most are Numbers and Chart, both under Add widget in the top left of the dashboard. More widgets opens a long list that includes table, list, calendar, timeline and time tracking.

What's on offer depends on your monday.com product: we're on work management, and sales CRM may have more. Some widgets, such as table and list, overlap with board views, and unless you're reporting across several areas, a view on the board often makes more sense.

How Do You Count Items With The Numbers Widget?

Add a Numbers widget, open Settings from the three dots and set the calculation type to count. It counts items, subitems or both, so it can show how many projects you have.

In the customise options, add a unit (dollar, euro, pound, percentage or your own) on either side of the number. Set the decimal places manually wherever values could have decimals, because automatic can show three, which looks messy.

How Do You Limit A Widget To Certain Boards & Groups?

Untick the boards and groups you don't want in the widget's settings. Our projects count was also counting tasks until we unticked the tasks board, so check this on every widget.

Groups work the same way. Untick the completed and the cancelled or postponed groups and you have a count of active projects, which showed three. A sales report would leave out closed won and closed lost deals in the same way.

This is where having a group for each stage of your process pays off.

How Do You Show Sums & Averages On A Dashboard?

Set the Numbers widget's calculation type to columns and pick the column one by one, as all at once rarely works. Then set a currency and choose sum, average, median, highest or lowest in the customise options.

We averaged gross profit (a formula column of revenue minus cost) and got $37,625 across all projects. The lowest was minus $1,000, a project that lost money. Keep only the completed group to get a true figure for finished work.

Average time to complete works the same way, using a formula column that counts the days from a project being created to being completed. With only completed projects included, ours averaged seven days.

How Do You Chart Revenue & Profit By Project Type?

Use a pie chart labelled by project type, with revenue, cost or gross profit as the values. Add a Chart widget, set it to pie and pick the labels one by one, as all at once tries to combine columns from every connected board. Status columns work best as labels.

For the values, switch from count of items to one by one and pick a number column. Across all projects, the Meta campaign had brought in $120,000, against $77,000 for logo design and $40,000 for website design, and it was the most profitable too.

Values can show as a percentage or the actual figure. We limited ours to the completed group, and when another project moved into it, the chart updated. Changing label colours was buggy when we recorded and needed page refreshes.

How Do You Build A Bar Chart On A Dashboard?

Set the chart type to bar, then set the X-axis first and the Y-axis second, both one by one. We charted revenue by priority from the projects board, with the tasks board unticked.

Stick to one value on the Y-axis, as more than one looks very strange. The customise options let you sort by either axis, show cumulative data as a running total and show empty values.

How Do You Add A Target Line To A Chart?

Add a benchmark line in the chart's settings: enter a value, name the line and pick a colour. We added a minimum line at 10,000 in red and a target line in green, and the chart stretched upwards to fit them.

Benchmark lines are especially useful for sales reporting, and they work the same way on stacked bar charts.

How Do Stacked Bar Charts Work?

A stacked bar chart splits each bar by a second data point. Here's the one we built, showing each person's outstanding tasks by task type:

1. In a Chart widget's settings, set the chart type to stacked bar.
2. Set the X-axis one by one to the person column on the tasks board.
3. Use Stack by to split each bar by task type, which shows who has admin, finance and marketing tasks. Priority or status work too.
4. Leave the Y-axis as count of items, the only option on a board with no number columns.
5. Untick the projects board and hide the done group.

Expanding the stack puts each part of a bar side by side instead of on top of each other, which can be easier to read. Area, stacked area and 100% stacked charts are set up in much the same way.

What Does The Battery Widget Show?

It shows how items split across a status column, as percentages on a bar that looks like a battery. Ours read 50% completed, 25% onboarding and 25% new, after we renamed the done label to completed.

Leave it as a count, as revenue or cost don't make much sense here. Untick the tasks board but keep every group, so it covers projects at every stage.

We meant to cover the data over time graph too, but it had a problem on monday.com's side when we recorded.

How Do You Track Profit Against A Target?

Use the Gauge widget, linear or radial, with gross profit from the projects board as the actual value. The target can come from a board column, but a fixed figure made more sense here, so we set 500,000.

Keep the calculation as sum, because the target would have to change for an average or count. Untick the tasks board and keep only the completed group, so the actual value is gross profit from finished projects. Across all projects it showed 150,000, and it dropped once we did this.

You can also choose the needle colour, a gradient or solid fill, whether to show labels, and a currency.

Can You Filter A Whole Dashboard Or Just One Widget?

Both. The filter at the top of the dashboard works across all boards or just one, so a condition such as project type is website design updates every widget built on the projects board. Clear all resets it.

Each widget also has its own filter, which changes that widget only. Filtering the project battery to critical priority showed one critical project in onboarding, and nothing else on the dashboard changed.

We save filters for things groups can't handle. If your boards' groups are set up properly, the widget's group settings do most of the work.

Can AI Build Your monday.com Dashboards?

Not well yet. When we recorded this, the Claude and OpenAI connections to monday.com didn't create reports and dashboards well at all, and it was probably their biggest sticking point. That's why it's still worth knowing how to build them yourself.