Advanced monday.com dashboard tips: Data visualization and analytics best practices
We need to create executive dashboards in monday.com that show project health, resource utilization, and KPI tracking. The basic dashboard builder seems limited. What are advanced tips for creating meaningful visualizations? How do you handle data from multiple boards in one dashboard?
2 Answers
The dashboard builder has come a long way but requires strategic setup. Key principles: 1) Create 'Metrics Boards' - dedicated boards that aggregate data from operational boards using cross-board formulas. For example, a 'Project Health' board that pulls status, budget, and timeline data from all project boards. 2) Use the 'Widget' features properly - don't just show raw numbers, use the chart widgets (bar, line, pie) with proper grouping. 3) For multi-board dashboards, create 'Dashboard Boards' that connect to multiple source boards via the Item/Board relations feature. 4) Pro tip: use the 'Formula' column extensively in your source boards to create calculated metrics (like % complete weighted by hours) that can then be visualized. 5) Set up automatic dashboard snapshots - use automations to email dashboards to stakeholders on a schedule.
One limitation to be aware of: dashboards can only pull from 5 boards maximum in the free/lower tiers. For Enterprise, it's unlimited but the performance can be slow with too many data sources. Also, the date-based filtering in dashboards is weak - if you need to show trends over time, consider exporting to a dedicated BI tool (Looker, Tableau) for advanced analytics and just use monday for operational data.