I am using Monday.com to track individual clients for consultancy work. Each job is stored individually in a line with the date and invoice amount.
I’d like to create a chart which shows the projected income per month but I can’t work out how to group the items by month so I can see my income each month. Any help appreciated.
Hi @MTFAR ,
In the Chart settings, configure the X-axis to use the formatted month from your Formula column or the Date column (if grouping is enabled).
Set the Y-axis to the Deal Value column and choose the aggregation method (e.g., Sum) to display the total income per month.
