Within monday we have multiple connected boards regarding to our clients where one board contains the basic account information, another board contain account contacts, account risks, account teams, etc. Our sales team would like to have a 360 degree client view in which all the relevant information for a single client is shown.
My first thought was to use dashboarding, where the filter would be used to select a single client, but this doesn’t seem te work on all the tables in the dashboard at once. Is there another way to accomplish what we need? All help is greatly appreciated.
It sounds like this is what you already have set up, but as an alternative to a dashboard, I would recommend creating a high level contact board that connects to those additional boards, and mirrors that critical information from those connected boards. If you already have this set up, I’d love to know what’s not currently working with that current format
As for a dashboard, you can most certainly take advantage of the widgets we have available to report on (and filter) information in different forms… is this something you’ve experimented with?
