How to create dashboard views on Monday.com

intermediate 8 min read Updated 2026-03-18

Quick Answer

Dashboard views in Monday.com allow you to visualize data from multiple boards in customizable widgets and charts. You can create them by navigating to the Dashboard tab, adding widgets, and configuring data sources from your existing boards.

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Prerequisites

Active Monday.com account
Admin or board owner permissions
At least one board with data
Basic understanding of Monday.com workspaces

Step-by-Step Instructions

Navigate to Dashboard Section

Click on Dashboards in the left sidebar of your Monday.com workspace. If you don't see it, click the + icon at the bottom of the sidebar and select Dashboard from the menu.

Dashboards are workspace-specific, so make sure you're in the correct workspace before creating one.

Create New Dashboard

Click the + Add Dashboard button or New Dashboard if it's your first one. Enter a descriptive name for your dashboard in the text field and click Create Dashboard.

Use descriptive names like 'Project Overview' or 'Sales Metrics' to make dashboards easy to identify later.

Add Your First Widget

Click Add Widget in the center of your empty dashboard. Choose from widget types including Chart, Numbers, Battery, Timeline, or Table. Select the widget type that best displays your data needs.

Start with a Chart or Numbers widget as they're the most versatile for displaying board data.

Configure Data Source

In the widget configuration panel, click Choose boards & columns. Select the board(s) you want to pull data from by checking the boxes next to board names. Then choose specific columns to include in your widget visualization.

You can combine data from multiple boards in a single widget for comprehensive reporting.

Customize Widget Settings

Configure your widget by setting the Chart Type (bar, pie, line, etc.), choosing Group by options, and applying Filters if needed. Add a descriptive title in the Widget Name field and adjust colors using the Style options.

Use filters to focus on specific data subsets, like showing only items with 'In Progress' status.

Position and Resize Widget

Click Add to Dashboard to place your widget. Drag the widget to your desired position and resize it by dragging the corner handles. Widgets automatically snap to a grid for clean alignment.

Larger widgets work better for detailed charts, while smaller widgets are perfect for key metrics and numbers.

Add Additional Widgets

Repeat the widget creation process by clicking Add Widget again. Create complementary widgets that provide different perspectives on your data, such as combining a status overview chart with a timeline widget.

Aim for 4-6 widgets per dashboard to avoid information overload while maintaining comprehensive coverage.

Set Dashboard Permissions

Click the three dots menu in the top-right corner of your dashboard and select Dashboard settings. Configure who can view or edit the dashboard by adjusting Privacy settings and adding specific team members or groups.

Consider creating view-only access for stakeholders who need to see data but shouldn't modify the dashboard layout.

Common Issues & Troubleshooting

Widget shows 'No data available'

Check that your selected board has data in the columns you've chosen. Verify that filters aren't excluding all items and ensure you have viewing permissions for the source board.

Dashboard loads slowly or times out

Reduce the number of widgets or limit data sources to essential boards only. Consider using filters to decrease the amount of data being processed in each widget.

Cannot see Dashboard option in sidebar

Ensure you have the appropriate plan (Pro or higher) as dashboards aren't available on Basic plans. Contact your workspace admin to verify your permissions level.

Widget data isn't updating in real-time

Refresh the dashboard manually using Ctrl+F5 or click the refresh icon. Check if the source board has recent updates and verify your internet connection is stable.

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