Description
Overview
The goal is to improve how we use Monday.com for reporting and analysis by creating automated dashboards and reports directly within the platform. This will give us one place to view, track, and manage project performance without needing to export data to Excel.
What are you trying to achieve
Overview
The goal is to improve how we use Monday.com for reporting and analysis by creating automated dashboards and reports directly within the platform. This will give us one place to view, track, and manage project performance without needing to export data to Excel.
Key Features
Automated Dashboards:
Create visual dashboards that update automatically with Monday.com data. These will show key metrics like timelines, progress, and task completion using standard BI (Business Intelligence) reporting methods such as charts, KPIs, and performance summaries.
Portfolio View:
Combine all projects into one reporting view, making it easy to see overall performance and identify areas that need attention.
Reduces time spent on manual data exports and Excel reports.
Keeps all project reporting in one place for easier access.
Improves visibility across teams and departments.
Supports better decision-making with live, accurate data.
Encourages collaboration and transparency in reporting.