Using monday.com South Africa to assist with reporting
When it comes to making business decisions, having the information and data to back it will ensure that your efforts being put to good use. Measuring progress can come in many forms – from KPIs to performance and even project successes can all do wonders in helping you make a data-informed decision. This data can be compiled into accurate, detailed reports for ease of reference that can then be presented as reports. Monday.com assists with reporting, making this process simple and easy.
Reporting with monday.com is simple and easy to do, helping you and your team measure their progress towards a goal and identify room for improvement. Reporting is all about showing you all aspects of your business – the good and the bad.
Using monday.com to compile budgetary reports
To properly manage your company budget, you need to keep track of what your team is planning, what is currently in place, and how this affects the budget. Knowing whether you are still within budget will help you plan the rest of your quarter. By using mondy.com to assist with pulling a project report, or quarterly report, you can see what money is being spent on and where you could potentially cut costs.
Let monday.com assist you in creating specific reports
You can use board filters to narrow down your search for specific information and monday.com assists with compiling a report focused on that. This can provide further insight into different areas of your business. If we go back to the budgetary report, you can further break down the spending by department and the various components within that business unit. You can even save these views for future reference. With Monday.com, you can even use Search Everything to find specific data across all of your boards, reducing the time spent searching for specific information.
Add charts to your report
With Monday.com, you can access Chart Views. This will create a visual representation of how your business and respective teams are performing and assist you in creating easy-to-understand reports. These analytics can then be added to your reports to display how different areas of business are progressing. This can extend from simple project tasks to measuring employee satisfaction. You can condense all your information into one easy-to-understand chart. Your report can be exported as an Excel file for quick reference
Regular reporting saves time
If your business requires regular reporting, you can even set up automated reporting – one of the many ways in which monday.com assists with reporting. This will ensure that they are compiled and ready to go when you need them. It also means that you spend less time compiling reports and more time focusing on the important things. Simply select automate on the board that requires a report and select the functionality you need from the drop-down menu. Once you have set it up, you will receive a notification from monday.com every time the report is generated at the frequency you specified. monday.com assists with reporting and has everything you need to make reporting simple and easy.
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Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Syscor monday.com trial and activation
Signing up to monday.com in South Africa and Africa
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- Customisation
- App integration
- Installs
- Training
- Support
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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