I am trying to find a simple way for my organization to track the funding it has received by quarter and fiscal year. We receive grants that fund our operations and some payout just once per year while others make monthly payments. We want to track the funds as they come in and be able to look at total funds across all grants received by fiscal quarter.
Right now I have a board that lists each grant awarded and then has 24 columns to be filled in as payments come in for up to 12 payments (one for the payment date and 1 for the amount) for each grant. I am struggling to find a way to summarize this data across grants so we can see how much our organization has received by quarter.
Hi @NelMIH - breaking this kind of data out into a separate board and connecting or utilizing subitems will typically make it easier to calculate and display this kind of data rather than utilizing individual columns (that go on perpetually). This way you can take each record with a date/timeline column for ease of display and summarization via dashboards or other reports.
Are you currently manually adding the payments as they come in? If so, I’d set the format so that each ‘item’ is a payment and then use connected boards (or status) to tie it to the grant. Then you can set up dashboards to show totals by grant.
Arun from Decadis AG here – we’re monday marketplace partners, and seeing your needs, we think our app sumUp for monday offers features to match your use case.
sumUp for monday is capable of pivoting data in one or two dimensions, along side smart date grouping and CSV export.
I have recorded a screencast based on your description. Please follow along, and see how sumUp for monday does the heavy lifting for you.
If you have further questions, or would like to discuss your requirements please do not hesitate to reach out to us.
