Tom Mackay
Our team has built custom budgeting and forecasting dashboards using CSV exports and Google Looker Studio. While this provides some visibility, there’s still a significant amount of manual work involved—particularly in updating data, aligning forecasts with timelines, and tracking real-time budget vs. actuals across projects.
We’d love to see native budgeting and forecasting tools within ClickUp, ideally integrated with time tracking, custom fields, and dashboards.
Key Pain Points:
  • Manual updates to budgeting spreadsheets.
  • No way to easily forecast based on past project data or time estimates.
  • No integration between project timelines, time tracked, and actual financial cost.
  • Difficult to create a centralized, live dashboard showing financial progress per project or client.
This would streamline agency operations massively—removing the need to build and maintain external tools—and make ClickUp a more powerful source of truth for project profitability.
Thanks for considering this!