ClickUp Executive Performance Dashboard

From ClickUp to Power BI – Executive Insights, Fully Connected!

Target Audience: Designed for project leaders, PMOs, department heads, and team managers seeking real-time visibility into ClickUp operations. Ideal for organizations aiming to improve productivity, delivery timelines, and cross-team performance tracking.

Offer Summary: The ClickUp Executive Performance Dashboard is a powerful Power BI reporting solution designed for leaders who want complete visibility into team performance, productivity, and work execution. This template transforms your ClickUp data into actionable insights, enabling informed decision-making across projects, teams, workloads, and strategic priorities.

Key Features:

• Executive-Level Performance Monitoring – Track KPIs such as task completion, workload distribution, total hours spent and average task duration.
• Portfolio & Project Overview – Visualize project progress, identify bottlenecks, and monitor milestones.
• Resource & Workload Analysis – Evaluate effort allocation, overdue tasks, backlog size, and time variance.
• Department & Team Insights – Drill down by workspace, folder, list, project owner, and assignee for granular insights.
• Task Flow & Productivity Trends – Analyze status, priority, due dates, estimated vs. actual time, and completion patterns.
• Interactive Timeline Views – Track schedules, delayed tasks, and multi-assignee workloads with a Gantt-style timeline.
• Goal & OKR Tracking – Monitor progress towards strategic objectives and team targets.

Key Capabilities:

• Monitor total tasks, overdue tasks, completion rate, total time spent, and average task duration.
• Analyze task trends month-over-month and year-over-year.
• View task distribution by space, folder, and status in a single consolidated view.
• Identify workload hotspots using folder-level KPIs like assignee load and time variance.
• Apply advanced slicers (year, month, space, folder, assignee) for multi-dimensional filtering.
• Visualize project timelines with start/end dates and status-colored bars.
• Compare estimated vs. actual hours to evaluate planning accuracy.
• Analyze overdue tasks by age buckets (1–30, 31–60, 61–90, 90+ days).
• Evaluate time spent by assignee to identify high contributors and workload imbalances.
• Explore a hierarchy view (Space → Folder → Task → Status → Assignee) for complete task segregation.
• Track total assignees, available capacity, active tasks, and top performers.
• Review detailed assignee-level workloads, timelines, and completion percentages.
• Navigate easily across dashboards including Overview, Timeline, Task Overview, Segregation, and Assignee insights.

Benefits:

With unified insights across spaces, teams, and timelines, the ClickUp Executive Performance Dashboard helps organizations improve delivery speed, streamline team coordination, strengthen accountability, and make better data-driven decisions— all powered by automated reporting from your ClickUp environment.

Prerequisites:

• Microsoft Power BI Desktop or Power BI Service
• ClickUp account (Business Plan or above recommended)
• ClickUp API token
• Access to ClickUp workspaces, folders, lists, and tasks

To get your personalized ClickUp Performance Dashboard or for implementation support, contact us at kamal.sharma@addendanalytics.com.