{"id":14446,"date":"2025-12-29T09:29:15","date_gmt":"2025-12-29T17:29:15","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=14446"},"modified":"2025-12-29T09:29:15","modified_gmt":"2025-12-29T17:29:15","slug":"how-to-create-a-dashboard-in-excel","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/","title":{"rendered":"How To Create A Dashboard In Excel? (Steps &#038; Templates) 2026"},"content":{"rendered":"\n<p>In a world where data drives decisions, learning how to create a dashboard in Excel can become your ultimate game-changer.<\/p>\n\n\n\n<p>While Excel\u2019s potential may seem daunting for some, you&#8217;ll be surprised to discover how its <a href=\"https:\/\/clickup.com\/blog\/project-dashboard-examples\/\">dashboard capabilities<\/a> can be easily harnessed with a few clever techniques.<\/p>\n\n\n\n<p>Today we&#8217;ll dive into the key steps in creating your own Excel dashboard, providing you with a comprehensive guide to simplify data interpretation and improve efficiency in your workflow.<\/p>\n\n\n\n<p>Let&#8217;s get started!<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-2f7aee23-3f2d-4283-a919-94e79538e0d3\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#0-what-is-an-excel-dashboard-and-how-does-it-help-visualize-business-data\" style=\"\">What Is an Excel Dashboard and How Does It Help Visualize Business Data?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#1-how-do-you-create-a-dashboard-in-excel-step-by-step\" style=\"\">How Do You Create a Dashboard in Excel Step by Step?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#2-featured-template-\" style=\"\">Featured Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#3-step-1-import-the-necessary-data-into-excel\" style=\"\">Step 1: Import the necessary data into Excel<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#10-you-might-also-like\" style=\"\">You Might Also Like<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#11-which-excel-dashboard-templates-can-you-use-to-get-started-quickly\" style=\"\">Which Excel Dashboard Templates Can You Use to Get Started Quickly?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#15-what-are-the-key-limitations-of-building-dashboards-in-excel\" style=\"\">What Are the Key Limitations of Building Dashboards in Excel?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#19-how-can-you-create-real-time-dashboards-faster-using-clickup\" style=\"\">How Can You Create Real-Time Dashboards Faster Using ClickUp?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#20-case-study-how-do-teams-use-clickup-dashboards-for-real-time-performance-tracking\" style=\"\">Case Study: How Do Teams Use ClickUp Dashboards for Real-Time Performance Tracking?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/#21-should-you-use-excel-or-clickup-for-scalable-dashboard-reporting\" style=\"\">Should You Use Excel or ClickUp for Scalable Dashboard Reporting?<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-an-excel-dashboard-and-how-does-it-help-visualize-business-data\">What Is an Excel Dashboard and How Does It Help Visualize Business Data?<\/h2>\n\n\n\n<p>An Excel dashboard is an interactive, user-friendly tool that consolidates and displays data summaries, key metrics, and <a href=\"https:\/\/clickup.com\/blog\/kpi-examples\/\">key performance indicators (KPIs)<\/a> from various sources. It gives a visual overview of critical business data in a format that&#8217;s easy to read and interpret.<\/p>\n\n\n\n<p>These dynamic dashboards are flexible and customizable, allowing users to filter, drill down, or slice data in real time to support informed decision-making.<\/p>\n\n\n\n<p>Here are a few more benefits of using an Excel dashboard:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Gives you a detailed overview of your business\u2019s Key Performance Indicators at a glance<\/li>\n\n\n\n<li>Adds a sense of accountability, as different people and departments can see the areas of improvement<\/li>\n\n\n\n<li>Provides powerful analytical capabilities and complex calculations<\/li>\n\n\n\n<li>Helps you make better decisions for your business&nbsp;<\/li>\n<\/ul>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-how-do-you-create-a-dashboard-in-excel-step-by-step\">How Do You Create a Dashboard in Excel Step by Step?<\/h2>\n\n\n\n<p>Creating an Excel dashboard involves importing data, structuring your workbook, cleaning and analyzing raw data, selecting visuals, building charts, and adding interactivity. Each step ensures the dashboard remains accurate, readable, and purpose-driven. The process moves from raw inputs to visual outputs through tables, formulas, and charts. The final result is a dynamic reporting interface built entirely inside Excel.<\/p>\n\n\n\n<p>To create a dashboard in Excel, follow these seven steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Import your data into Excel using methods like copy-paste, APIs, or Power Query.<\/li>\n\n\n\n<li>Set up your workbook with organized tabs such as &#8220;Raw Data,&#8221; &#8220;Chart Data,&#8221; and &#8220;Dashboard.&#8221;<\/li>\n\n\n\n<li>Format your raw data into a structured Excel table and check for accuracy.<\/li>\n\n\n\n<li>Analyze the data to decide what key insights you need for the dashboard.<\/li>\n\n\n\n<li>Select visual elements (charts, graphs) that clearly represent your data.<\/li>\n\n\n\n<li>Build your dashboard by inserting and formatting the chosen visuals.<\/li>\n\n\n\n<li>Customize your dashboard with colors, fonts, and interactive features like macros or slicers.<\/li>\n<\/ol>\n\n\n\n<p>Below is a detailed step-by-step guide on each of these stages.<\/p>\n\n\n<div style=\"border: 3px solid #3c763d; border-radius: 0%; background-color: #dff0d8; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-0e0abcfc-4915-4600-bff3-f8cb5842026e\">\n<h2 class=\"wp-block-heading\" id=\"2-featured-template-\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#3c763d\" class=\"has-inline-color\">Featured Template<\/mark><\/h2>\n\n\n\n<p><mark style=\"background-color:rgba(0, 0, 0, 0);color:#3c763d\" class=\"has-inline-color\">Ever spent hours trying to build the <em>perfect<\/em> dashboard in Excel\u2014only to end up frustrated and overwhelmed? <a class=\"\" href=\"https:\/\/clickup.com\/templates\/project-management-dashboard-t-182201671\">ClickUp\u2019s free Project Management Dashboard template<\/a> is ready to go and super easy to use.<\/mark><\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-202.png\" alt=\"ClickUp Project Management Dashboard Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182201671&amp;_gl=1*16ilj9w*_gcl_aw*R0NMLjE3NDM2NzU1OTIuQ2p3S0NBanc0N2lfQmhCVEVpd0FhSmZQcHRGYUZvTU43NDFNcWN3OVJQSVVxMnJHNy10d1h6WUNGRFJGclQzS21adGlHa0paNHUwZ3Zob0MwM29RQXZEX0J3RQ..*_gcl_au*MTAzNTQ5NDAuMTc0MzAwMDEyNA..\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props='{\"location\":\"body\",\"sectionModelName\":\"imageCTA\",\"buttonClicked\":\"Get Free Template\"}'>Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp&#8217;s Project Management Dashboard Template is designed to help you track and manage projects. <\/figcaption><\/figure><\/div><\/div>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"3-step-1-import-the-necessary-data-into-excel\">Step 1: Import the necessary data into Excel<\/h2>\n\n\n\n<p><em>No <\/em><em>data<\/em><em>. No <\/em><em>dashboard<\/em><em>.<\/em><\/p>\n\n\n\n<p>So the first thing to do is to bring data into Microsoft Excel.<\/p>\n\n\n\n<p>If your data already exists in Excel, do a victory dance \ud83d\udc83  because you\u2019re lucky you can skip this step.<\/p>\n\n\n\n<p>If that isn\u2019t the case, we\u2019ve got to warn you that importing data to Excel can be a bit bothersome. However, there are <strong>multiple ways<\/strong> to do it.<\/p>\n\n\n\n<p>To import data, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copy and paste it<\/li>\n\n\n\n<li>Use an API like Supermetrics or Open Database Connectivity (ODBC)<\/li>\n\n\n\n<li>Use Microsoft Power Query, an Excel add-in<\/li>\n<\/ul>\n\n\n\n<p>The most suitable way will ultimately depend on your data file type, and you may have to research the best ways to import data into Excel.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-step-2-set-up-your-workbook\">Step 2: Set up your workbook<\/h3>\n\n\n\n<p>Now that your data is in Excel, it\u2019s time to insert tabs to set up your workbook.<\/p>\n\n\n\n<p>Open a new Excel workbook and add <strong>two or more<\/strong> worksheets (or tabs) to it.&nbsp;<\/p>\n\n\n\n<p>For example, let\u2019s say we create three tabs.<\/p>\n\n\n\n<p>Name the first worksheet as \u2018<strong>Raw <\/strong><strong>Data<\/strong>,\u2019 the second as \u2018<strong>Chart<\/strong><strong> <\/strong><strong>Data<\/strong>,\u2019 and the third as \u2018<strong>Dashboard<\/strong>.\u2019<\/p>\n\n\n\n<p>This makes it easy to compare the data in your Excel file.<\/p>\n\n\n\n<p>Here, we\u2019ve collected raw data from four projects: A, B, C, and D.<\/p>\n\n\n\n<p>The data includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The month of completion<\/li>\n\n\n\n<li>The budget for each project<\/li>\n\n\n\n<li>The number of team members who worked on each project&nbsp;<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"542\" height=\"494\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image9.gif\" alt=\"clicking through sheets in excel\" class=\"wp-image-14458\"\/><\/figure>\n<\/div>\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/org-chart-excel\/\">How to create an org chart in Excel<\/a><\/em><\/strong> <strong><em>&amp; <a href=\"https:\/\/clickup.com\/blog\/waterfall-chart-excel\/\">How to Make a Waterfall Chart in Excel<\/a>!<\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-step-3-add-raw-data-to-a-table\">Step 3: Add raw data to a table<\/h3>\n\n\n\n<p>The<strong> raw data <\/strong>worksheet you created in your workbook must be in an Excel table<strong> <\/strong>format, with each data point recorded in cells.<\/p>\n\n\n\n<p>Some people call this step \u201c<em>cleaning your data\u201d<\/em> because this is the time to spot any typos or in-your-face errors.<\/p>\n\n\n\n<p><strong>Don\u2019t<\/strong> skip this, or you won\u2019t be able to use any Excel formula later on.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-step-4-data-analysis\">Step 4: Data analysis<\/h3>\n\n\n\n<p>While this step might just tire your brain out, it\u2019ll help create the <strong>right <\/strong><strong>dashboard <\/strong>for your needs.<\/p>\n\n\n\n<p>Take a good look at all the raw data you\u2019ve gathered, study it, and determine what you want to use in the dashboard sheet.<\/p>\n\n\n\n<p>Add those data points to your \u2018Chart Data\u2019 worksheet.<\/p>\n\n\n\n<p>For example, we want our chart to highlight the project name, the month of completion, and the budget. So we copy these three Excel data columns and paste them into the<strong> <\/strong><strong>chart<\/strong><strong> <\/strong><strong>data <\/strong>tab.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"406\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image6.gif\" alt=\"copying columns in excel\" class=\"wp-image-14455\"\/><\/figure>\n<\/div>\n\n\n<p><em>Here\u2019s a tip<\/em>: Ask yourself what the purpose of the dashboard is.<\/p>\n\n\n\n<p>In our example, we want to <a href=\"https:\/\/clickup.com\/blog\/visual-project-management\/\">visualize the expenses of different projects<\/a>.<\/p>\n\n\n\n<p>Knowing the purpose should ease the job and help you filter out all the unnecessary data.<\/p>\n\n\n\n<p>Analyzing your data will also help you understand the different tools you may want to use in your dashboard.&nbsp;<\/p>\n\n\n\n<p>Some of the options include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Charts<\/strong>: to visualize data<\/li>\n\n\n\n<li><strong>Excel formulas<\/strong>: for complex calculations and filtering<\/li>\n\n\n\n<li><strong>Conditional formatting<\/strong>: to automate the spreadsheet\u2019s responses to specific data points<\/li>\n\n\n\n<li><strong>PivotTable<\/strong>: to sort, reorganize, count, group, and sum data in a table<\/li>\n\n\n\n<li><strong>Power Pivot<\/strong>: to create data models and work with large data sets&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/work-breakdown-structure-in-excel\/\">How to Display a Work Breakdown Structure in Excel<\/a><\/em><\/strong> <strong><em>&amp; <a href=\"https:\/\/clickup.com\/blog\/capacity-planning-in-excel\/\">How to Use Excel for Capacity Planning<\/a> <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-step-5-determine-the-visuals\">Step 5: Determine the visuals<\/h3>\n\n\n\n<p><em>What\u2019s a <\/em><em>dashboard <\/em><em>without visuals, right?<\/em><\/p>\n\n\n\n<p>The next step is to determine the visuals and the <a href=\"https:\/\/clickup.com\/blog\/project-dashboard-examples\/\">dashboard design<\/a> that best represent your data.<\/p>\n\n\n\n<p>You should mainly pay attention to the different chart types Excel gives you, like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bar chart<\/strong>: compare values on a graph with bars<\/li>\n\n\n\n<li><strong>Waterfall chart<\/strong>: view how an initial value increases and decreases through a series of alterations to reach an end value<\/li>\n\n\n\n<li><strong>Gauge chart<\/strong>: represent data in a dial. Also known as a speedometer chart<\/li>\n\n\n\n<li><strong>Pie chart<\/strong>: highlight percentages and proportional data<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/clickup.com\/blog\/gantt-chart-excel\/\">Gantt chart<\/a><\/strong>: track project progress<\/li>\n\n\n\n<li><strong>Dynamic chart<\/strong>: automatically update a data range<\/li>\n\n\n\n<li><strong>Pivot char<\/strong>t: summarize your data in a table full of statistics<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-step-6-create-your-excel-dashboard\">Step 6: Create your Excel dashboard<\/h3>\n\n\n\n<p>You now have all the <strong>data <\/strong>you need, and you know the <strong>purpose <\/strong>of the dashboard.&nbsp;<\/p>\n\n\n\n<p>The only thing left to do is <strong>build <\/strong>the Excel dashboard.<\/p>\n\n\n\n<p>To explain the process of creating a dashboard in Excel, we\u2019ll use a <strong>clustered column chart<\/strong>.&nbsp;<\/p>\n\n\n\n<p>A &nbsp;clustered column chart consists of clustered, horizontal columns that represent more than one data series.<\/p>\n\n\n\n<p>Start by clicking on the <strong>dashboard worksheet<\/strong><strong> <\/strong>or tab that you created in your workbook.<\/p>\n\n\n\n<p>Then click on \u2018<strong>Insert<\/strong>\u2019 &gt; \u2018<strong>Column<\/strong>\u2019 &gt; \u2018<strong>Clustered <\/strong><strong>column chart<\/strong>\u2019.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"542\" height=\"494\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image3.gif\" alt=\"open column in excel\" class=\"wp-image-14452\"\/><\/figure>\n<\/div>\n\n\n<p>See the <strong>blank box<\/strong>? That\u2019s where you\u2019ll feed your spreadsheet data.<\/p>\n\n\n\n<p>Just right-click on the blank box and then click on \u2018<strong>Select data<\/strong>\u2019<\/p>\n\n\n\n<p>Then, go to your \u2018Chart Data\u2019 tab and select the data you wish to display on your dashboard.<\/p>\n\n\n\n<p>Make sure you <strong>don\u2019t<\/strong> select the column headers while selecting the data.<\/p>\n\n\n\n<p>Hit <strong>enter<\/strong>, and voila, you\u2019ve created a column chart dashboard.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"406\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image1.gif\" alt=\"creating a dashboard in excel\" class=\"wp-image-14450\"\/><\/figure>\n<\/div>\n\n\n<p>If you notice your horizontal axis doesn\u2019t represent what you want, you can edit it.<\/p>\n\n\n\n<p>All you have to do is: select the chart again &gt; right-click &gt; select data.<\/p>\n\n\n\n<p>The <strong>Select Data Source<\/strong> dialogue box will appear.&nbsp;<\/p>\n\n\n\n<p>Here, you can click on \u2018<strong>Edit<\/strong>\u2019 in the \u2018<strong>Horizontal (Category) Axis Labels<\/strong>\u2019 and then select the data you want to show on the X-axis from the \u2018Chart Data\u2019 tab again.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"551\" height=\"392\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image5.png\" alt=\"category axis in excel\" class=\"wp-image-14454\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image5.png 551w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image5-300x213.png 300w\" sizes=\"auto, (max-width: 551px) 100vw, 551px\" \/><\/figure>\n<\/div>\n\n\n<p><em>Want to give a title to your <\/em><em>chart<\/em><em>?<\/em><\/p>\n\n\n\n<p>Select the chart and then click on Design &gt; <strong>chart <\/strong><strong>layouts<\/strong>. Choose a layout that has a chart title text box.<\/p>\n\n\n\n<p>Click on the text box to type in a new title.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"430\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image13.gif\" alt=\"bar chart in excel\" class=\"wp-image-14462\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-step-7-customize-your-dashboard\">Step 7: Customize your dashboard<\/h3>\n\n\n\n<p><em>Another step?<\/em><\/p>\n\n\n\n<p>You can also customize the colors, fonts, typography, and layouts of your charts.&nbsp;<\/p>\n\n\n\n<p>Additionally, if you wish to make an interactive dashboard, go for a dynamic chart.<\/p>\n\n\n\n<p>A dynamic chart is a regular Excel chart where data updates automatically as you change the data source.<\/p>\n\n\n\n<p>You can bring interactivity using Excel features like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Macros<\/strong>: automate repetitive actions (you may have to learn Excel VBA for this)<\/li>\n\n\n\n<li><strong>Drop-down lists<\/strong>: allow quick and limited <a href=\"https:\/\/clickup.com\/blog\/data-entry-software\/\">data entry<\/a><\/li>\n\n\n\n<li><strong>Slicers<\/strong>: lets you filter data on a Pivot Table<\/li>\n<\/ul>\n\n\n\n<p>And we\u2019re done. Congratulations! \ud83d\ude4c<\/p>\n\n\n\n<p>Now you know how to make a dashboard in Excel.<\/p>\n\n\n\n<p>We know what you\u2019re thinking: <em>do I really need these steps when I could just use templates?<\/em><\/p>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/\">Create a flowchart using Excel<\/a>!<\/em><\/strong><\/p>\n\n\n<div class=\"wp-block-ub-divider ub_divider ub-divider-orientation-horizontal\" id=\"ub_divider_8d76abe3-1a20-4d72-9c08-4a18b89d05ac\"><div class=\"ub_divider_wrapper\" style=\"position: relative; margin-bottom: 2px; width: 100%; height: 2px; \" data-divider-alignment=\"center\"><div class=\"ub_divider_line\" style=\"border-top: 2px solid #ccc; margin-top: 2px; \"><\/div><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"10-you-might-also-like\">You Might Also Like<\/h2>\n\n\n\n<p>If you&#8217;re looking to build dashboards, we&#8217;d also suggest checking out:<\/p>\n\n\n<ul style=\"padding-left: 1.1em; text-align: left; --ub-list-item-icon-top: 3px;; --ub-list-item-icon-size: 0.9em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%23000000&quot; d=&quot;M470.6 105.4c12.5 12.5 12.5 32.8 0 45.3l-256 256c-12.5 12.5-32.8 12.5-45.3 0l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0L192 338.7 425.4 105.4c12.5-12.5 32.8-12.5 45.3 0z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); --ub-list-item-fa-li-top: 3px; --ub-list-item-spacing: 0px; \" class=\"wp-block-ub-styled-list ub_styled_list\" id=\"ub_styled_list-79ac80d3-be67-4857-8197-8af673905d60\"><div class=\"ub-block-list__layout\" style=\"text-align: left; column-count: 1; --ub-list-mobile-column-count: 1; \">\n<li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 0.9em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%23000000&quot; d=&quot;M0 256a256 256 0 1 0 512 0A256 256 0 1 0 0 256zM241 377c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l87-87-87-87c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0L345 239c9.4 9.4 9.4 24.6 0 33.9L241 377z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-40aa4b58-a439-4041-a2c2-480bfa8def63\">\n\t\t\t<div class=\"ub_list_item_content\">\n\t\t\t\t<span class=\"ub_list_item_icon\">\n\t\t\t\t\t<svg width=\"0.9em\" height=\"0.9em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#000000\" d=\"M0 256a256 256 0 1 0 512 0A256 256 0 1 0 0 256zM241 377c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l87-87-87-87c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0L345 239c9.4 9.4 9.4 24.6 0 33.9L241 377z\"><\/path><\/svg>\n\t\t\t\t<\/span>\n\t\t\t\t<span class=\"ub_list_item_text\"><strong><a href=\"https:\/\/clickup.com\/blog\/best-dashboard-software\/\">Dashboard software<\/a>: <\/strong>there are powerful programs to make creating dashboards easy.<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/li>\n\n<li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 0.9em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%23000000&quot; d=&quot;M0 256a256 256 0 1 0 512 0A256 256 0 1 0 0 256zM241 377c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l87-87-87-87c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0L345 239c9.4 9.4 9.4 24.6 0 33.9L241 377z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-97488aad-bcb1-4f68-976d-64005cd56867\">\n\t\t\t<div class=\"ub_list_item_content\">\n\t\t\t\t<span class=\"ub_list_item_icon\">\n\t\t\t\t\t<svg width=\"0.9em\" height=\"0.9em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#000000\" d=\"M0 256a256 256 0 1 0 512 0A256 256 0 1 0 0 256zM241 377c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l87-87-87-87c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0L345 239c9.4 9.4 9.4 24.6 0 33.9L241 377z\"><\/path><\/svg>\n\t\t\t\t<\/span>\n\t\t\t\t<span class=\"ub_list_item_text\"><strong><a href=\"https:\/\/clickup.com\/blog\/ai-dashboard-generators\/\">AI dashboard generators<\/a>: <\/strong>do less work and save time by giving AI data that turns into dashboards.<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/li>\n\n<li class=\"ub_styled_list_item\" style=\"--ub-list-item-icon-top: 3px; --ub-list-item-icon-size: 0.9em; --ub-list-item-background-image: url('data:image\/svg+xml;utf8,&lt;svg xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot; viewBox=&quot;0 0 512 512&quot;&gt;&lt;path fill=&quot;%23000000&quot; d=&quot;M0 256a256 256 0 1 0 512 0A256 256 0 1 0 0 256zM241 377c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l87-87-87-87c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0L345 239c9.4 9.4 9.4 24.6 0 33.9L241 377z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;'); \" id=\"ub-styled-list-item-8266b44d-ccc6-4847-899f-6aec5cc703b6\">\n\t\t\t<div class=\"ub_list_item_content\">\n\t\t\t\t<span class=\"ub_list_item_icon\">\n\t\t\t\t\t<svg width=\"0.9em\" height=\"0.9em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\"><path fill=\"#000000\" d=\"M0 256a256 256 0 1 0 512 0A256 256 0 1 0 0 256zM241 377c-9.4 9.4-24.6 9.4-33.9 0s-9.4-24.6 0-33.9l87-87-87-87c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0L345 239c9.4 9.4 9.4 24.6 0 33.9L241 377z\"><\/path><\/svg>\n\t\t\t\t<\/span>\n\t\t\t\t<span class=\"ub_list_item_text\"><strong><a href=\"https:\/\/clickup.com\/blog\/dashboard-improvements\/\">Dashboard improvements<\/a>: <\/strong>once live, make yours even better with these tips.<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/li>\n<\/div><\/ul>\n\n<div class=\"wp-block-ub-divider ub_divider ub-divider-orientation-horizontal\" id=\"ub_divider_8025fbe9-bf64-4a71-9e43-3bf19b0357f1\"><div class=\"ub_divider_wrapper\" style=\"position: relative; margin-bottom: 2px; width: 100%; height: 2px; \" data-divider-alignment=\"center\"><div class=\"ub_divider_line\" style=\"border-top: 2px solid #ccc; margin-top: 2px; \"><\/div><\/div><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"11-which-excel-dashboard-templates-can-you-use-to-get-started-quickly\">Which Excel Dashboard Templates Can You Use to Get Started Quickly?<\/h2>\n\n\n\n<p>Ready-made templates like KPI, Project Management, and Cost Analysis dashboards eliminate the need to start from scratch. They provide pre-built layouts, formulas, and visual structures. Users only need to plug in their data to begin reporting immediately. Templates significantly reduce build time and technical complexity.<\/p>\n\n\n\n<p>Save yourself the trouble of creating an Excel dashboard from scratch with these handy downloadable Microsoft Excel dashboard templates.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-1-excel-kpi-dashboard-template\">1. Excel KPI dashboard template<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"919\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image15-1400x919.png\" alt=\"kpi dashboard template\" class=\"wp-image-14464\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image15-1400x919.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image15-300x197.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image15-768x504.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image15.png 1446w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/www.thesmallman.com\/revenue-kpi-dashboard\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"cu-button cu-button--pink cu-button--improved\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-2-excel-project-management-dashboard-template\">2. Excel Project management dashboard template<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"684\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image14-1400x684.png\" alt=\"project management dashboard template\" class=\"wp-image-14463\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image14-1400x684.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image14-300x147.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image14-768x375.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image14-1536x750.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/image14.png 1916w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/www.projectmanager.com\/templates\/project-management-dashboard\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"cu-button cu-button--pink cu-button--improved\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"14-3-excel-cost-analysis-dashboard-template\">3. Excel Cost Analysis Dashboard Template<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1034\" height=\"800\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/cost-analysis-with-pareto-chart-green-modern-simple-1-1-a05c484c6863.jpeg\" alt=\"Excel Cost Analysis Dashboard Template\" class=\"wp-image-174621\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/cost-analysis-with-pareto-chart-green-modern-simple-1-1-a05c484c6863.jpeg 1034w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/cost-analysis-with-pareto-chart-green-modern-simple-1-1-a05c484c6863-300x232.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/cost-analysis-with-pareto-chart-green-modern-simple-1-1-a05c484c6863-768x594.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/cost-analysis-with-pareto-chart-green-modern-simple-1-1-a05c484c6863-700x542.jpeg 700w\" sizes=\"auto, (max-width: 1034px) 100vw, 1034px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/create.microsoft.com\/en-us\/template\/cost-analysis-with-pareto-chart-f79af0fb-8ddb-4dfa-aae1-22f8ae7de1e3\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"cu-button cu-button--pink cu-button--improved\">Download This Template<\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"15-what-are-the-key-limitations-of-building-dashboards-in-excel\">What Are the Key Limitations of Building Dashboards in Excel?<\/h2>\n\n\n\n<p>Excel dashboards require heavy manual data entry, making them slow to maintain and prone to human errors. As data volume increases, formula mistakes and inconsistencies become harder to detect. Excel also lacks native integrations with most business tools, forcing reliance on third-party connectors. These limitations restrict scalability and automation.<\/p>\n\n\n\n<p>Excel may be the go-to tool for many businesses for all kinds of data.<\/p>\n\n\n\n<p>However, that doesn\u2019t make it an ideal medium for creating dashboards.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s why:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-1-a-ton-of-manual-data-feeding\">1. A ton of manual data feeding<\/h3>\n\n\n\n<p>You\u2019ve probably seen some great Excel workbooks over time.<\/p>\n\n\n\n<p>They\u2019re so clean and organized with just data after data and several charts.<\/p>\n\n\n\n<p>But that\u2019s what you see. \ud83d\udc40<\/p>\n\n\n\n<p>Ask the person who made the Excel sheets, and they\u2019ll tell you how they\u2019ve aged twice while making an Excel dashboard, and they probably hate their job because of it.<\/p>\n\n\n\n<p>It\u2019s just too much <strong>manual <\/strong>effort for feeding data.&nbsp;<\/p>\n\n\n\n<p>And we live in a world where robots do surgeries on humans!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-2-high-possibilities-of-human-error\">2. High possibilities of human error<\/h3>\n\n\n\n<p>As your business grows, so does your data.<\/p>\n\n\n\n<p>And more data means opportunities for human error.<\/p>\n\n\n\n<p>Whether it&#8217;s a typo that changed the number \u20185\u2019 to the letter \u2018T\u2019 or an error in the formula, it\u2019s so easy to mess up data on Excel.<\/p>\n\n\n\n<p><em>If only it were that easy to create an Excel dashboard instead. <\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-3-limited-integrations\">3. Limited integrations<\/h3>\n\n\n\n<p>Integrating your software with other apps allows you to multitask and expand your scope of work. It also saves you the time spent toggling between windows.&nbsp;<\/p>\n\n\n\n<p>However, you can\u2019t do this on Excel, thanks to its limited direct integration abilities.&nbsp;<\/p>\n\n\n\n<p>The only option you have is to take the help of third-party apps like Zapier.<\/p>\n\n\n\n<p>That&#8217;s like using one app to be able to use another.&nbsp;<\/p>\n\n\n\n<p><strong><em>Want to find out more ways in which <\/em><\/strong><strong><em>Excel dashboards<\/em><\/strong><strong><em> flop?&nbsp;<\/em><\/strong><\/p>\n\n\n\n<p><strong><em>Check out our article on <\/em><\/strong><a href=\"https:\/\/clickup.com\/blog\/excel-project-management\/\"><strong><em>Excel project management<\/em><\/strong><\/a><strong><em> and <a href=\"https:\/\/clickup.com\/blog\/excel-alternatives\/\">Excel alternatives<\/a>.<\/em><\/strong><\/p>\n\n\n\n<p>This begs the question: <em>why go through so much trouble to create a dashboard?<\/em><\/p>\n\n\n\n<p>Life would be much easier if there were <a href=\"https:\/\/clickup.com\/blog\/best-dashboard-software\/\">software that created dashboards<\/a> with just a few clicks.<\/p>\n\n\n\n<p>And no, you don\u2019t have to find a Genie to make such wishes come true. \ud83e\uddde<\/p>\n\n\n\n<p>You have something better in the real world.<\/p>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-afeafbd4-1e1e-4ea9-b7b9-4e5ba46f09b3\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight:<\/strong> <strong> <\/strong>Knowledge workers send an average of <a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\">25 messages daily<\/a>, searching for information and context. This indicates a fair amount of time wasted scrolling, searching, and deciphering fragmented conversations across emails and chats. <\/p>\n\n\n\n<p>\ud83d\ude31 If only you had a smart platform that connects tasks, projects, chat, dashboards, and emails (plus AI!) in one place. But you do! ClickUp is not the world&#8217;s <a href=\"https:\/\/clickup.com\/reviews\">highest-rated productivity tool<\/a> for no reason!<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for free<\/a><\/div>\n\n\n<\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"19-how-can-you-create-real-time-dashboards-faster-using-clickup\">How Can You Create Real-Time Dashboards Faster Using ClickUp?<\/h2>\n\n\n\n<p>ClickUp dashboards are created by adding widgets directly to a live workspace without manual formulas. Users pull real-time task, project, time, and priority data through configurable widgets. Dashboards update automatically as work progresses and integrate with tasks, chat, and documents. This removes the need for separate reporting files.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/ClickUp-3.0-Dashboard-Bundle-With-Team-Goals.png\" alt=\"Break down goals, tasks, agile points, and project statuses in the highly customizable ClickUp 3.0 Dashboard\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/clickup.com\/features\/dashboards\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp Dashboards\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp Dashboards&quot;}\">Try ClickUp Dashboards<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Break down goals, tasks, agile points, and project statuses in the highly customizable ClickUp 3.0 Dashboard<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><strong>ClickUp <\/strong>is the place to be for all things project management.&nbsp;Whether you want to track projects and tasks, need a reporting tool, or <a href=\"https:\/\/clickup.com\/blog\/resource-management\/\">manage resources<\/a>, <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp\u2019s Dashboards<\/a> are where you\u2019ll get accurate and valuable insights and reports on projects, <a href=\"https:\/\/clickup.com\/blog\/resource-leveling\/\">resources<\/a>, tasks, Sprints, and more.<\/p>\n\n\n\n<p>Once you\u2019ve enabled the Dashboards ClickApp:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the Dashboards icon that you\u2019ll find in your sidebar<\/li>\n\n\n\n<li>Click on \u2018+\u2019 to add a Dashboard<\/li>\n\n\n\n<li>Click \u2018+ Add Widgets\u2019 to pull in your data<\/li>\n<\/ul>\n\n\n\n<p>Get started by trying out <a href=\"https:\/\/clickup.com\/templates\/project-management-dashboard-t-182201671\">ClickUp&#8217;s Project Management Dashboard Template<\/a>! <\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/08\/ClickUps-Project-Management-Dashboard-Template.png\" alt=\"ClickUp\u2019s Project Management Dashboard Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182201671&amp;department=pmo&amp;_gl=1*u2k2qc*_gcl_aw*R0NMLjE3MjQ0MzQyMzUuRUFJYUlRb2JDaE1JZ2ZyUmlkS0xpQU1WM3pXdEJoMjQ0elY1RUFBWUFTQUJFZ0lMc1BEX0J3RQ..*_gcl_au*MTM5NTI2OTg5NC4xNzI2Njc2MDU0LjEwOTcxNTE4MTEuMTcyNjc3NTY2OS4xNzI2Nzc1NjY5\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Keep track of your team\u2019s tasks, workload, and productivity with ClickUp\u2019s Project Management Dashboard Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>To power up your dashboard, here are some <strong>widgets <\/strong>you\u2019ll need and love:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625952-status-widgets\"><strong>Status Widgets<\/strong><\/a>: visualize your task statuses over time, workload, number of tasks, etc.<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625956-table-widgets\"><strong>Table Widgets<\/strong><\/a>: view reports on completed tasks, tasks worked on, and overdue tasks<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625957-embed-widgets\"><strong>Embed Widgets<\/strong><\/a>: access other apps and websites right from your dashboard<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.clickup.com\/en\/articles\/4193264-time-tracking-widgets\"><strong>Time Tracking Widgets<\/strong><\/a>: view all kinds of time reports such as billable reports, timesheets, time tracked, and more<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625955-priority-widgets\"><strong>Priority Widgets<\/strong><\/a>: visualize tasks on charts based on their urgencies<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625951-custom-widgets\"><strong>Custom Widgets<\/strong><\/a>: whether you want to visualize your work in the form of a line chart, pie chart, calculated sums, and averages, or portfolios, you can customize it as you wish&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625877-sprint-widgets\"><strong>Sprint Widgets<\/strong><\/a> on <a href=\"https:\/\/clickup.com\/blog\/powerful-new-dashboards\/\">ClickUp\u2019s Dashboards<\/a><\/li>\n<\/ul>\n\n\n\n<p>Watch this quick walkthrough on how to set up a project management dashboard using ClickUp!<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Create a Project Management Dashboard in under 15 Minutes: Step-by-step Tutorial | ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Cfkxeg8gbdM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"20-case-study-how-do-teams-use-clickup-dashboards-for-real-time-performance-tracking\">Case Study: How Do Teams Use ClickUp Dashboards for Real-Time Performance Tracking?<\/h2>\n\n\n\n<p>ClickUp Dashboards are designed to bring all of your most important metrics into one place. Check out this customer story from Wake Forest University to see how they improved reporting and alignment with ClickUp Dashboards: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"870\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest.png\" alt=\"Wake Forest ClickUp Case Study\" class=\"wp-image-53324\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest-300x186.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest-768x477.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest-700x435.png 700w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><\/figure>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-8f6e7bf1-a62c-49ae-b5fe-c7834a557c72\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/clickup.com\/customers\/wake-forest-university\" target=\"_blank\" rel=\"noopener noreferrer\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; font-size: 17px; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Dashboard Case Study<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<p>Whatever you need to measure, ClickUp&#8217;s Dashboard is the perfect way to get a real-time overview of your organization&#8217;s performance.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"21-should-you-use-excel-or-clickup-for-scalable-dashboard-reporting\">Should You Use Excel or ClickUp for Scalable Dashboard Reporting?<\/h2>\n\n\n\n<p>While you<strong> can<\/strong> use Excel to create dashboards, it\u2019s no guarantee that your journey will be smooth, fast, or error-free.<\/p>\n\n\n\n<p>The only place to guarantee all that is ClickUp!<\/p>\n\n\n\n<p>It\u2019s your all-in-one project management and dashboard reporting replacement for Excel dashboards and even MS Excel spreadsheets.&nbsp;<\/p>\n\n\n\n<p>Why wait when you can create unlimited tasks, automate your work, track progress, and gain insightful reports with a single tool?<\/p>\n\n\n\n<p><a href=\"https:\/\/app.clickup.com\/signup\">Get ClickUp for free today<\/a> and create complex dashboards in the simplest of ways!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In a world where data drives decisions, learning how to create a dashboard in Excel can become your ultimate game-changer. While Excel\u2019s potential may seem daunting for some, you&#8217;ll be surprised to discover how its dashboard capabilities can be easily harnessed with a few clever techniques. Today we&#8217;ll dive into the key steps in creating [&hellip;]<\/p>\n","protected":false},"author":106,"featured_media":14447,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Switch to ClickUp Dashboards","cu_sticky_sidebar_cta_bullet_1":"Pull live project data from your ClickUp Tasks","cu_sticky_sidebar_cta_bullet_2":"Auto-refresh key metrics. No more manual exports","cu_sticky_sidebar_cta_bullet_3":"Summarize key insights with AI","cu_sticky_sidebar_cta_button_text":"Build custom dashboards for free","cu_sticky_sidebar_cta_button_link":"https:\/\/app.clickup.com\/login?product=dashboards","footnotes":""},"categories":[975,223],"tags":[],"class_list":["post-14446","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-excel","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/03\/how-to-create-a-dashboard-in-excel.png","author_info":{"display_name":"Praburam","author_link":"https:\/\/clickup.com\/blog\/author\/psrinivasanclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Create an Excel Dashboard? (Steps &amp; Templates) 2025<\/title>\n<meta name=\"description\" content=\"Want to create a dashboard in Excel? 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