First of all, within your ClickUp workspace, if you don’t already have a marketing space or a sales space (mine is kind of a hybrid marketing and sales space because our operation is just not that big to have a need to separate them) go ahead and create those spaces now. If you do already have that kind of space, you can create your list there.

I have an actual sales folder in my ‘marketing and sales’ space and I have my tracker that lives right in there. It’s very simple, but you are going to create according to the way that you receive payments. My payments almost exclusively come through Stripe. However, on occasion, I do get affiliate payouts and referral payouts through different means such as my business PayPal and maybe a couple of other methods as well. So I would take that into consideration when building out your own list that is going to be your sales tracker.

In some people’s cases, they might receive payments in a myriad of different ways. For example, I set up a sales tracker for a client who receives most of their payments through Square, but they might also receive checks in person or cash in person and occasionally a Zelle payment or something similar.

So we set up several different options, actually creating them as the status of what kind of payment was coming in.

Then we set up Zapier to connect outside tools. For example, a Zap to Square and a Zap to Zelle or a Zap to Stripe, PayPal, etcetera. so that when a payment does come in through any of those connected platforms, then it’s going to automatically register as a task right within your sales tracker list that you’ve built out inside of ClickUp.

A lot of information comes in through that Zap and we can map that to the areas that we want it to go to. Then the only thing that I need to do manually is that I have an actual drop-down custom field and I mark which month the payment came in that tracks all of my data, then over to the dashboard that I create afterward.

Within that same list, I have several different views. I created an additional 12 list views, all filtered to each individually show the different months of the year. I have a list view filtered to just show January and then another one to show February, etc.

You could do these by quarters to show just the first three months and the next three months, and the next three months and the next three months and have it listed by Q 1, Q 2, Q 3, Q 4, and then just have your master list or however you want to create those.

Don’t forget about the list views and the additional views that you can utilize within Clickup and the filters that you can then utilize on top of those views to make it as custom as you want. From there, I actually set up my dashboard. You are going to want to see how this looks, so make sure you are subscribed to our email series. If you are not, you will not get a sneak peek view of what the actual dashboard looks like when it pulls in all of that fabulous information from this list through that zap.

It’s just a really cool combination of how we gather this information and continue to use Clickup as our one source of truth. Basically, when you go to then create your dashboard, you have so many different options. With the widgets, you’re going to have more options on the business plan in terms of being able to show the information in different ways. So I would highly recommend the business plan if you really want to have a more detailed tracker to gather all of that kind of information. And again, in our weekly email series, I’m going to show you what that actually looks like hands-on.

Get over to the ClickUp dashboards and start playing with the widgets and the formulas that you can use because you’re going to be really excited by the information that it pulls in so that you can actually monitor your sales KPIs at the end of the month or at the end of the quarter, just at a quick glance using the dashboard.

As always with ClickUp, our one source of truth, you’re going to feel amazing completing your tasks at the end of the day and you’re going to feel more increased productivity and efficiency using this tool. You’re going to have more time and energy to focus on your higher-value tasks and be able to easily manage what’s going on with your team as they handle those day-to-day tasks that free you up to do those higher-value tasks.

You will have your stress and overwhelm reduced by having this tool in your life. So if you need that assistance, please do not hesitate to contact us. And do not forget to hop onto our weekly email series subscriber list if you are not already so that you can see what this dashboard looks like in person.

If you’re saying to yourself, “Ashley, this all sounds fabulous (because it does) but I’m feeling overwhelmed or tired by all the tasks that I already have on my plate and I can’t even think about how I would build out this tracker and connect this zap and create this dashboard on my own”, then shoot us a DM.

There are several different ways that we can help you to get things like this setup or your entire ClickUp set up in just ONE day. Maybe you’ve heard me talk about our VIP day service and if that is right for you. We want to help you with that.

However, if you’re already using Clickup and you want a one-off service like this setup please don’t be sidetracked by the fact that we talk about our VIP day, because we do offer one-off consulting calls and also strategy calls for ClickUp that can help you to get some of these other smaller projects set up so you’re utilizing ClickUp to the full.