Stop guessing, start growing. Simple ClickUp KPI tracking


You ever get the feeling you’re doing things in your business – posting, commenting, sending stuff out, but, you know, you’re not really sure if it’s actually working?

You feel busy but maybe not effective?

I was chatting with my mentor, Jason Fox, a while back, and he basically said,

“Look, we can’t improve anything if you’re not actually hitting some KPIs and seeing the numbers.”

Makes total sense. You can’t get better if you’re not measuring.

Posting here and there, hoping for the best… it’s just not a solid plan.

So, I needed to track my daily actions. My first thought? Google Sheets.

Honestly? It just felt a bit clunky and, well, kinda ugly 🤣

I’m always a sucker for a pretty UI if I can help it!

Plus, editing spreadsheets on mobile is a pain, and I didn’t fancy being tied to the desktop for it.

I looked at some dedicated KPI tools too, like one Jason made which was pretty neat with a little ticker thing. But it was another app which meant another expense.

And my whole philosophy is about Systematic Freedom – simplifying things, bringing them together, reducing stress, not adding another login subscription.

I really wanted something that could live inside ClickUp if possible, keeping everything in one place.

Turns out, it wasn’t too difficult at all.

I ended up making this super simple KPI tracker list right inside ClickUp.

  • Just tracks the key things I need daily (messages, posts on 𝕏, posts on LinkedIn, etc.).
  • Uses a few custom fields to plug the numbers in.
  • Got a couple of formula fields that pop up a red or green dot to tell me instantly if I’ve hit my goal for the day.

No clunky spreadsheets I didn’t want to use.

No jumping between different apps for the data.

It’s all right there in ClickUp.

And because I like tinkering, especially with AI lately, I even built myself a little one-page KPI tracker on the web.

It’s just got plus/minus buttons for my metrics that sync straight back to ClickUp. Pretty cool what you can build yourself now to scratch your own itch!

Check out what it looks like here: Custom KPI Tracker​

But the main point is this: getting your tracking sorted doesn’t have to be complicated.

It’s about clarity. Knowing what’s actually working so you can do more of it.

It’s about, you know, swapping that guesswork for a proper strategy.

And ultimately, it’s about building a business that supports your life, not the other way around.

You want to free up your time and headspace for family, for living 🕺

That’s the Systematic Freedom we’re aiming for.

So, if tracking feels like another chore you’re avoiding, maybe it’s time to bring it inside ClickUp and simplify.

Curious how a streamlined ClickUp setup, including simple KPI tracking like this, could work for you?

Let’s jump on a free strategy call – grab a time here: Book a free call with me​

Happy Easter to those who celebrate!

Will

Will

Helping you save time and find clarity through productivity tools and workflows 🚀

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