Click Up Dashboard
1 month ago
Job summary
This is a fixed spec build of a ClickUp dashboard + board view no strategy redesign or discovery calls required. Create one click up dashboard + one board view showing top 9 priorities and guardrails due overdue blocked items missing follow-up missing money fields.+
Responsibilities
Create custom fields space level: COCKPIT SLOT: Dropdown 1–9 Outcome Type: Dropdown Cash Now Cashflow Lead Gen Taxes & Compliance Infrastructure Impact Value Currency Impact Basis Dropdown One-time Monthly Cost to Complete Currency Next Action Text Waiting On Text Pounce Date Date follow-up date due date Realized Date Date YTD tracking Statuses Use these statuses or closest clickup equivalent RED YELLOW GREEN BLOCKED GRAY DONE OR Closed Cockpit Board Top 9 Only View Filter COCKPIT SLOT = 111 Group by Status Cards must show Impact ValueImpact BasisCost to Complete Pounce Date Assignee Due Date if available Dashboard CEO Cockpit V2 — Money-First Command Center Top KPI tiles left to right Spend Required Unlock Pipeline Sum Cost to Complete Top 9 only not Done Cash Now Pipeline Sum Impact Value where Basis One-time Outcome Cash Now Top 9 only not Done Casflow Pipeline Sum Impct Value where Basis Monthly Outcome Casflow Top 9 only not Done CASH Landed YTD Sum Impct Value where Basos One-time AND Realized Dato this year CASHFLOW Added YTD Sum Impcet Valie wher Basis Monthly AND Realized Datio this year Main panel Embed the Cockpit Board on the dashboard Right-side Guardrails widgets stacked Due Today Overdue tasks where Due Datte less than or equal ta today anot DON E Blocked No Ponce Dato empty Missing Mony Fields Imptcet Vlauo IMPact BaisoCusto Coompleto emty Duplicate Slots If trul native dupliac deteciton nposible use visaul chek widget table grouped by COCK PIT SLOt Automations light Clukup-native If Statua changes o Blockd require ask fro Ponco Daote auto-comment reimmerder Optional If task becomes Overdue post coment reminder do NOT redesign my statuas What you will deliver A Custom Field Space level B Statuses C Cockpit Bord D Dashboard E Automations F Definition of Don Acepatance Criteria Budget How ot Quote Please send Your fixed price quote Expected number of hours Screenshots OK Screening Question requried In sentences explai how you wouild builid th Bllocked No Poncue Daateand Mising Moeny Feelds guardrail using Clukp widget filters Optional add-on priced separately Include second dashboar tab called Montly Lea Gen Public Records Pull with recoering taks reminder quoti his as an add-on Phase I Contact duration lessthan month with30 hour per week Mandatory skills Data Visualization Clukup DashboradJob description
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