Cross-board rollup with text field matching—is it possible?

Platform discussions
1

I’m building a KPI tracking system with two boards:

  1. KPI Targets board (9 rows, one per product type):

    • Product Type (text): “Siyur (short day)”, “Peula (short day)”, etc.

    • Minimum Annual Target (number): 28, 28, 8, etc.

    • Ideal Annual Target (number): 101, 101, 27, etc.

  2. Deals board (bookings to execute):

    • Product Type (status): same 9 options

    • Hadracha days (number): how many days this deal represents

    • Date of Program (date): when it happens

    • Stage (status): Scheduled, Delivered, Canceled, etc.

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:

  • The Deals row’s Product Type matches this KPI Targets row’s Product Type

  • The Deals row’s Stage ≠ “Canceled”

  • 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!

2

Hello @nathanphilipbrown This is doable in Monday using native features.

Short solution:

  1. Add a Connect Boards column
    Link the KPI Targets board to the Deals board. Each KPI row should connect to all matching Deals by Product Type.

  2. Mirror required columns
    Mirror Hadracha days, Stage, and Date of Program from the Deals board.

  3. Create an Actual YTD Formula column
    Sum Hadracha days only when
    Stage is not Canceled
    Year of Date of Program is 2026

This updates automatically and excludes canceled deals.

Best practice
Link Deals directly to their KPI Product Type using the Connect Boards column to avoid mismatches.

Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard