Hi, Relatively new to Monday.com and a new manager as well. I’m running the Pre-Production team for a manufacturer where we process quotes, prepare technical drawings etc.
I’ve been asked to provide reoprting data on my team’s throughput rate of given tasks e.g.: How many quotes were requested vs how many were completed?
I need to provide data for a given day, week & month and show the trend in the dato over those various time spans.
My board is divided into groups representing the different stages required to complete the work. When a quote is requested it enters the first group “Backlog” via a form view, then drops to “Quoting” when the status changes to “Working on it” then finaly moves on to “Completed quotes” when the status is changed to “Done”.
So far I’ve struggled to even capture the above example, and am pretty lost as to how I will chart the data trends over time. I’m not an excel wiz and I get the feeling that the formula column is what I need to be using to drill down and get this data, but I need some help understanding how to break this down and get the data into my dashboards for reporting.
I’m not opposed to exporting data to run reports in Excel, but it feels like that defeats the purpose of having the live reporting in Monday.com in the first place.