The Dashboards

 

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.

A monday.com dashboard displaying widgets across multiple connected boards

 

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.
Note: To report across projects from different portfolios, connect the underlying boards directly to your dashboard. Portfolio-level features such as portfolio automations and portfolio rollups are scoped to one portfolio at a time and are separate from dashboard functionality.

 

Add a Dashboard

To create a dashboard within a workspace, click the + below the workspace name, then select New Dashboard.

Clicking the + button below a workspace name to create a new dashboard

 

Alternatively, click the three-dot menu within a folder in your workspace, select Create in folder, then choose New Dashboard.

Creating a new dashboard from a folder using the three-dot menu

 

Note: A dashboard can be deleted but not archived. If you are the owner, click the three-dot menu next to the dashboard name and select Delete.

 

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.

Dashboard type selection screen showing public and private options

 

Note: To learn more about dashboard types and permissions, read Dashboard permissions.

 

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.

Connecting boards to a dashboard in the Configure panel

 

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.
Note: For a full walkthrough of connecting boards, editing layout, and adding widgets, read Configure your Dashboard.

 

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.

Dashboard engine upgrade notice appearing in the bottom-right corner

 

Note: For more information about connection capabilities and limits, read mondayDB 2.0.

 

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.

Dashboard item limit exceeded message with prompt to disconnect 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.

 

Connected boards per plan
  • Enterprise: 50 connected boards
  • Pro: 20 connected boards
  • Standard: 5 connected boards
  • Free: 1 connected board

 

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.

Invite team members pop-up on a monday.com dashboard

 

Note: For a full breakdown of roles and permissions, read Dashboard permissions.

 

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.

Switching between Edit and View mode on a dashboard

 

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.

Dashboard filter panel open showing board and column filter options

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.

Multiple filters applied simultaneously to a dashboard

 

Tip: To filter a single widget, filter by subitems, or group and stack chart data by specific columns, read Filters on your Dashboard.

 

Share and present your Dashboard

You can export a dashboard or use presentation modes to share it with internal team members or external stakeholders.

Dashboard sharing and presentation options panel

 

Note: For export options and presentation modes, read Share and present your Dashboard.

 

FAQs

Why can't I see a board in the Connect boards picker?

You must be subscribed to the workspace that contains the board and have at least view access to it. If the board belongs to a different workspace, confirm it is accessible from your account. Ask the board owner to share it with you if needed.

How many boards can I connect to a dashboard?

The limit depends on your plan: Enterprise supports up to 50 connected boards, Pro up to 20, Standard up to 5, and Free up to 1. The total item count across all connected boards must stay under 20,000.

Why is a column missing from a widget on my dashboard?

Widgets surface columns from the boards you have connected. If a column only exists on some of your connected boards, it may not appear in the widget. For mirror columns, confirm the mirror is populated on the board and that the board is connected with the right permissions.

Can I report on projects from different portfolios in one dashboard?

Yes. Dashboards pull from boards, not from portfolios, so you can connect boards from any portfolio, or no portfolio, and report on them together. Connect each board directly in the Connect boards picker and your widgets will aggregate their data in one view. Note that portfolio-level features such as portfolio automations, portfolio rollups, and project Overview fields are scoped to one portfolio at a time, and are not available through the dashboard. For that data, bring it into a board column first.

Can I display live data from Excel or external tools on a dashboard?

Dashboards display data from boards inside monday.com. To keep external data live on a dashboard, import it into monday.com first using the import tool, a sync integration, or the API. Once the data is in a board, any widget can surface it.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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