We want the results of a “Formula” column to show as a “Task” - Is there any way to do this?
We seek assistance in extracting the monthly total forecast value from the Sales Ops formula column and displaying it as a revenue projection. We aim to create tasks labeled with the “£ total” that can appear on a separate board, with live links to update them as needed.
We want the formula outputted as a “task” so we can show visually on a dashboard how much each month the new Sales op would generate as revenue.
Yes the ‘task’ item on board 2 would be a total from board 1 column for the month so if I have 10 formula columns I would want 10 tasks. Does that make sense?
The columns can be added to but for now are a fixed list.
It is just intended to display the totals from board 1.
Long time Monday user. First time poster on the boards here. I am a part of the ambassador program and am responding to Wally’s ask.
From what I understand you have a formula generating on Board 1 and you want that formula value to appear in Board 2 as a “task” and Board 2 is a Dashboard not a full project board correct?
You should be able to setup a Table Widget on your dashboard to see the data from Board 1 as it is and then you can filter down what data you want actually shown and it will work. Beyond that there are a ton of chart, graphs and other fun widgets that can display your sales data in a lot of different ways in the dashboard view.
If you need Board 2 to be a full project board it will be a matter of getting your raw sales data into Board 2 via manual or automated pushes. Unfortunately, formula field data cannot be traveled between boards so it would be a matter of getting the raw moved over and rebuilding the same formula. You can do much of the same view options in Board 1 as you can do in a dashboard so you might want to look at a new board view but a clean and easy dashboard is nice for quick glance big picture stuff.
thanks for the support!