I’m building a KPI tracking system with two boards:
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KPI Targets board (9 rows, one per product type):
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Product Type (text): “Siyur (short day)”, “Peula (short day)”, etc.
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Minimum Annual Target (number): 28, 28, 8, etc.
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Ideal Annual Target (number): 101, 101, 27, etc.
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Deals board (bookings to execute):
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Product Type (status): same 9 options
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Hadracha days (number): how many days this deal represents
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Date of Program (date): when it happens
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Stage (status): Scheduled, Delivered, Canceled, etc.
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What I want to do:
On the KPI Targets board, add a column called “Actual YTD” that automatically sums the Hadracha days from Deals where:
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The Deals row’s Product Type matches this KPI Targets row’s Product Type
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The Deals row’s Stage ≠ “Canceled”
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The Deals row’s Date of Program is in 2026
The challenge:
I can’t figure out a good way to do this in Monday but it seems like it should be doable
Thanks!