Show Performance Against Budget - Board or Dashboard

Platform discussions
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I am trying to figure out a way to show actual spending against the budget for my team. Currently, I have 3 tables - The Budget with program and travel planned spend, The Travel/Trips completed, and Program including spend requests for training, office equipment, conferences, etc.

The Budget board has a single item for Program (Value, FY-QTR) and a single Travel (Value, FY-QTR), along with some other fields.

The Travel board lets people request a trip with who, to, from, dates, expected air and hotel, and a place to capture to the total expense when the trip is complete. By using an FYQTR filter, you can get a summary of the spend.

The Program Board lets people request a item for spend, such as a training request. These can also be filtered by FYQTR with a summary of final spend.

I’d like to a board/dashboard/report that takes the summary spend from Travel, adds it to the summary spend from Program, and subtracts the budget per quarter. This should show if we were over or under budget.

Is this possible, out of the box with Monday? I am not seeing dashboard widgets to do it. I can create a board to combine boards, but the tables do not merge. If I connect boards with a mirrored column, I have to manually select all of the items to get a summation.

Thanks!
Bruce

1 Like
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Hi @BruceB

I don’t think you can do that natively in Monday. However, there are add-ons that can help you achieve what you’re looking for. I suggest to take a look at the Analytics & Reports by Screenful. It allows to combine data from multiple monday boards and create charts and reports such as the one you described. The charts created in Screenful can be placed on monday dashboards.

Here are step by step instructions for setting up Screenful with Monday. Feel free to send me a DM to learn more or send a message to support@screenful.com. We can help you to set up your charts!

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Thanks. I’ll check the add-on out.

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You can also book a call for a live demo using this link: https://calendly.com/sami-linnanvuo/chat

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Hi Bruce,
I’m trying to achieve something very similar.
I wondered what you ended up doing as a solution?
Did you have to use a third-party plugin, or did you find a native way?