Dashboards give you a single view across all your boards, so you can track progress, spot blockers, and report on what matters without switching between views. With over 30 widgets, your team gets the visibility it needs to make confident decisions and keep work moving.
Use this article to set up your dashboard, connect boards and columns, understand what data you can aggregate, and find the right widget for your reporting needs.
What are Dashboards?
A dashboard pulls data from the boards you connect to it and displays that data through widgets. Each widget surfaces specific column data from those boards, so what appears in your dashboard depends on which columns exist on your connected boards and how those boards are structured.
If you use Connect Boards Columns or Mirror Columns across boards, those columns are also available to widgets. This lets you report on linked data without manually duplicating it. For a full walkthrough on connecting and configuring boards, see Configure your Dashboard.
What data can a dashboard show?
Dashboards aggregate item and column data from any boards you connect to them. You can connect boards from different areas of your account — including boards that belong to different portfolios — and surface their data side by side in one dashboard.
Keep the following in mind when planning your dashboard:
- Column data: Widgets surface data from columns on connected boards. If a column exists on some boards but not others, only boards that have it will contribute data to that widget.
- Mirror columns: Data from mirror columns is available to widgets when the mirror is set up correctly on the board. If the mirror data appears empty, verify that the column is populated and that the board is connected with the correct permissions.
- Project Overview fields and portfolio-scoped data: Some fields, such as those in a project's Overview tab, or data generated by portfolio-level features like portfolio automations and portfolio rollups, are scoped to a single portfolio and are not available as board columns. Because dashboards pull from board columns, this data cannot be surfaced directly in a widget. To include it in a dashboard, bring it into a board column first.
- Data outside monday.com: If your source data lives in Excel or another external tool, the most reliable way to keep it on a dashboard is to bring it into monday.com via import, a sync integration, or an API connection. Once it is on a board, any widget can surface it.
Add a Dashboard
To create a dashboard within a workspace, click the + below the workspace name, then select New Dashboard.
Alternatively, click the three-dot menu within a folder in your workspace, select Create in folder, then choose New Dashboard.
Choose your Dashboard type
When creating a dashboard, choose whether it should be public or private.
- A public dashboard is visible to everyone in your account.
- A private dashboard is visible only to you and the team members you invite.
Configure your Dashboard
Your dashboard pulls data from the boards you connect to it. The columns on those boards determine what each widget can display, so how you configure your dashboard directly shapes the data you can report on.
If you do not see a board in the Connect boards picker, check the following:
- You must be subscribed to the workspace where the board lives. Boards in workspaces you have not joined will not appear.
- Your permission level on the board must allow you to view it. Ask the board owner to share it with you if needed.
- If you are connecting from a different workspace, confirm the board is accessible across workspaces in your account settings.
Check Dashboard capacity
Dashboards with 3,000 or more items containing only supported widgets are automatically upgraded to a higher-performance dashboard engine. A notice appears in the bottom-right of your screen when the upgrade occurs.
There is also a maximum of 20,000 total items, subitems, and linked items across all boards connected to a dashboard. If you exceed this limit, a message appears prompting you to disconnect some boards.
A dashboard holds up to 30 widgets. Text Widgets are not counted toward this limit.
If you see a capacity or limit warning (including in My Work), try the following:
- Go to the affected dashboard and open Connect boards.
- Disconnect boards that are no longer needed or that contribute the most items.
- Use filters to reduce the visible item load rather than connecting additional boards.
Dashboard permissions
Dashboard permissions give the dashboard owner control over what information can be viewed and changed. This includes inviting team members and guests and setting their access level.
Edit your Dashboard
To edit your dashboard, toggle to Edit at the top of the screen. When you are done making changes, toggle back to View.
Filter your Dashboard
Filter what you see on a dashboard by clicking the Filter icon in the top-right corner. From the panel, select a connected board, then choose the columns and values to filter by.
Two filter types are available: Quick filters let you filter by board, group, or column. Advanced filters let you set custom conditions across multiple columns simultaneously.
Share and present your Dashboard
You can export a dashboard or use presentation modes to share it with internal team members or external stakeholders.
FAQs
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.