Hi @jwarner 
Let’s connect and take a look together. I would be happy to show you a few ways to set things up that would allow you the insight style you’re looking for, and can help you understand best approach for full efficiency.
I’m part of the upstream team - we’re Platinum Partners, Preferred Partners and most recent Professional Services Partner of the Year, not for the first time.
We’ve got some of the richest experience with monday.com build-outs and a solid delivery team working alongside our custom development team and our dedicated Customer Success Managers.
No obligation to you, just a friendly chat and some help 
Reach me when you’re free:
peta@upstreamtech.io
+61 3 9067 5611