How I Built a CEO Dashboard in ClickUp to Hit My Money Goals

You need one simple CEO dashboard for your business system that shows you exactly what matters this week.

In this video, I’ll walk you step‑by‑step through how to build a Simple CEO Dashboard in ClickUp that you can actually use every day to run your business. We’ll set up:

A clean CEO Space (no clutter, no chaos)
Folders for Vision, Offers, Revenue, and Weekly Execution
Simple lists and statuses that work even on the FREE ClickUp plan
A practical dashboard so you can see your priorities, revenue targets, and focus areas at a glance

This isn’t a complicated tech tutorial. It’s a build‑with‑me systems video for entrepreneurs who want clarity, cashflow, and a business they can actually manage.

By the end, you’ll have a repeatable structure you can copy and adapt to your own business so you stop living in reaction mode and start operating like a real CEO.

My Resources for Vision‑Driven Entrepreneurs:
📘 The Visionary Readiness Handbook 👉 https://payhip.com/AYKOVISIONS
📘 Unlocking Business Consciousness (Book) 👉 https://a.co/d/4cXGYrf

This video includes:
0:00 One Simple CEO Dashboard for Your Business
0:45 Quick Tour of the Finished CEO Dashboard
1:58 Why You Need a CEO Dashboard (Money & Focus)
3:30 What We’re Building in ClickUp Today
3:50 Vision & Life Objectives – First List Setup
5:37 Revenue Targets – Tracking Your Money Goals
7:27 Weekly CEO Execution – Turning Goals Into Actions
9:37 Building the CEO Space in ClickUp (Step‑By‑Step)
12:30 Creating the Core Lists Inside Your CEO Space
15:37 Setting Up CEO Dashboard Widgets
17:12 Wiring Widgets to Your Lists & Data
20:03 Custom Views & Filters for Clarity
20:50 How to Use This Dashboard in Your Weekly CEO Review
22:52 Pro Tip: Linking Tasks Across Lists on the Free Plan
23:38 Recap, Next Steps & What to Build After This

If this helped you build your own CEO dashboard in ClickUp, let me know in the comments what type of system you want me to build next.