Your weekly report, automated: Dashboard reporting for real visibility

If your weekly report still starts with exporting CSVs and stitching screenshots into a slide deck, it’s time for an intervention.

With dashboard reporting in monday.com, you can ditch copy-pasting and last-minute number hunting. Dashboards transform the way teams track progress and communicate, instantly, what matters.

Here’s how to build automated dashboards that give your team real visibility and stop manual reporting for good.

The problem with manual reporting

Manual reporting is slow, inconsistent, and usually out of date by the time you finally hit send. Teams waste hours simply gathering information instead of acting on it, and leaders are left making decisions without true real-time clarity.

The pain points are universal:

• Reports require hours of manual updates

• No clear status tracking across projects

• Zero real-time insights (everything lags behind)

• Leadership can’t see trends early enough to act

• Teams operate in silos instead of shared visibility

If this sounds familiar, it’s because most businesses outgrow manual reporting long before they realise it.

How monday.com dashboards fix visibility gaps

monday.com dashboards pull live data directly from your boards, so every chart, metric and insight updates automatically. Aside from looking much prettier than messy sheets and slide decks, it’s an entirely different and more efficient way of working.

Dashboards give you:

• Team visibility without chasing updates

• Real-time workload view to prevent overcommitting

• Automated snapshots of performance

• Clear status tracking across projects

If you’ve been wondering how to automate dashboards in monday.com, this is the simplest solution: connect your boards and let the platform handle the updates.

Step-by-step: Build your automated monday.com dashboard

Dashboards are your fast track to automated reporting. So, how do you build one and stop manual reporting forever?

 1. Create your dashboard

In your left-side panel, click the “+” icon next to your workspace name and select Dashboard. 

Give your dashboard a name that clearly reflects what you’re tracking, like “Weekly Performance,” “Sales KPI Panel,” or “Project Portfolio Overview.”

Clear names make it easier to manage as your library of monday.com dashboards grows.

2. Connect your data sources

Your dashboard is only as accurate as the boards feeding it.

You’ll see a list of checkboxes for available boards. Tick the ones you want included in your real-time progress reports.

Examples might be:

• Delivery board

• Campaign tracker

• Sales pipeline

• Resource management board

Once selected, hit Done. Your dashboard is now wired for automated KPI tracking without any manual data entry.

3. Customise your dashboard with monday.com widgets

This is where your insights come to life. monday.com widgets let you present information in flexible, engaging ways. Some of the most powerful widgets for dashboard reporting are:

• Numbers widget: Perfect for quick totals like budget spent, hours logged or revenue closed. Use it to stop manual reporting and show clean metrics at a glance.

• Battery widget: A colourful indicator that shows overall progress. It’s great for status tracking across multiple projects or departments.

• Bar, line and pie charts: Ideal when you need to compare trends over time or by category. Your charts update automatically as data changes, so there’s no admin needed.

• Gantt widget: One of our favourites, the Gantt chart shows timelines, dependencies and milestones. It’s incredibly useful for longer-running projects or exec-ready project reporting.

• Workload widget: Highly valuable for leaders compiling internal reports to see who’s overloaded, who’s free and how work is distributed in real time.

Use KPI templates for consistent tracking

To harness automated KPI tracking, monday’s KPI templates turn scattered metrics into structured, reliable reporting. They’re ideal for quarterly reviews, weekly team scorecards, cross-department alignment and full executive summaries.

KPI templates ensure:

• Standardised reporting formats

• Reusable performance frameworks

• Metrics tied clearly to goals

• Consistency across teams

• Faster setup and fewer mistakes

How to use filters for team vs executive views

Filters on monday dashboards transform walls of data into easily-digestible snapshots that can flex to give teams in-depth insights and executives high-level info to suit.

Team filters usually focus on tasks, deadlines and workload.

Exec filters zoom out to KPIs, risks and portfolio status.

1. Start by clicking the funnel icon on your dashboard. From here, you can filter a single board or apply filters across all connected boards to create real-time progress reports.

2. Choose from quick filters (board, group, owner, status) or stack advanced conditions for more precise visibility. 

3. Once you created the perfect view, hit Save to lock it as your default.

Filter widgets for easier tracking

Widgets can be filtered individually too. This lets your Workload widget show capacity by team, your Battery widget highlight progress for a single project, and your Charts display only this quarter’s metrics. 

It’s a simple way to increase team visibility without building multiple reports.

Set automated weekly snapshots

The easiest way to set up automated snapshots for status tracking is through the Board Report Automations app, available in the monday.com Apps Marketplace. It automatically generates polished monday docs based on live board data. 

You can export them to PDF, collaborate with comments, or send them via email/notifications every week. It’s a hands-free way to distribute consistent, scheduled insights without manual effort.

For teams wanting deeper control, you can also build snapshot logic using native automations. For example, one monday user set up quarterly date columns (Q1-Q4), then used timed automations to create a new “snapshot item” in another board whenever a quarter began. 

The automation duplicated key fields, stored the data historically and pushed the quarter date 12 months ahead, meaning the system runs itself year after year.

Ready for real visibility? Let’s audit your dashboards

If you’re ready to stop manual reporting and build automated monday.com dashboards that leaders actually use, we can help.

Book a dashboard audit with Kick Consulting and let’s turn your reporting into something that runs itself.