How to create an effective competitor dashboard
Posted: Tue Jan 21, 2025 9:14 am
ClickUp is an all-in-one productivity platform designed to centralize your work. With task management, real-time collaboration, and custom dashboards, it enables teams to create a seamless, shareable, accessible, and adaptable competitor analysis hub for everyone.
Here's a step-by-step guide to setting up a dashboard that gives you the edge.
Step 1: Set up a dedicated space on ClickUp
Create a centralized space for your competitor panel
Create a centralized hub for your organization with ClickUp's customizable spaces
Start by creating or logging into your ClickUp account and setting up a dedicated space for your cfo email lists competitor dashboard.
This area will be your data haven, where you will consolidate all information about your competitors.
Think of ClickUp Spaces as your headquarters for competitor analysis.
**Also read: Top 15 Free Competitor Analysis Tools for Businesses
Step 2: Add Custom Fields for Key Metrics
With ClickUp, you can add Custom Fields to your dashboard to track key metrics like market share, customer sentiment, and sales figures.
Create custom fields in your competitor panel
Create as many Custom Fields as you need in ClickUp and tailor them to your specific projects
Using ClickUp Custom Fields with ClickUp Custom Fields, you can customize these fields specifically to track top competitors or analyze competitive strategies, helping you stay relevant and focused.
Pro Tip: ClickUp Gantt charts for visualizing competitive analysis project timelines and dependencies. They're perfect for staying on track and spotting gaps in your competitive intelligence strategy.
Step 3: Use ClickUp dashboards to visualize data
Now comes the fun part: data visualization! ClickUp Dashboards lets you track KPIs, view competitor analysis dashboards, and make sense of it all with charts, scorecards, and progress bars.
Do you want to monitor the performance of top-performing keywords or track changes in market trends? Dashboards give you real-time industry and consumer insights that look and feel as engaging as they are informative.
Here's a step-by-step guide to setting up a dashboard that gives you the edge.
Step 1: Set up a dedicated space on ClickUp
Create a centralized space for your competitor panel
Create a centralized hub for your organization with ClickUp's customizable spaces
Start by creating or logging into your ClickUp account and setting up a dedicated space for your cfo email lists competitor dashboard.
This area will be your data haven, where you will consolidate all information about your competitors.
Think of ClickUp Spaces as your headquarters for competitor analysis.
**Also read: Top 15 Free Competitor Analysis Tools for Businesses
Step 2: Add Custom Fields for Key Metrics
With ClickUp, you can add Custom Fields to your dashboard to track key metrics like market share, customer sentiment, and sales figures.
Create custom fields in your competitor panel
Create as many Custom Fields as you need in ClickUp and tailor them to your specific projects
Using ClickUp Custom Fields with ClickUp Custom Fields, you can customize these fields specifically to track top competitors or analyze competitive strategies, helping you stay relevant and focused.
Pro Tip: ClickUp Gantt charts for visualizing competitive analysis project timelines and dependencies. They're perfect for staying on track and spotting gaps in your competitive intelligence strategy.
Step 3: Use ClickUp dashboards to visualize data
Now comes the fun part: data visualization! ClickUp Dashboards lets you track KPIs, view competitor analysis dashboards, and make sense of it all with charts, scorecards, and progress bars.
Do you want to monitor the performance of top-performing keywords or track changes in market trends? Dashboards give you real-time industry and consumer insights that look and feel as engaging as they are informative.