Stop putting off reporting, let monday.com get it done
Accurate reporting takes time and effort, something often lacking when they’re rushed at the end of each month.
Reporting helps business leaders make informed decisions by sharing valuable business data in an easy to read and understand format. Naturally, when it comes to streamlining processes, we’re always pro automation, which is where Monday.com steps in.
Reporting made easy with Monday.com
To help ensure that everyone is on the same page and understands where a project or client account stands, reporting makes all the difference.
Formulas and filters
One of the best features of Monday.com has to be the formula column. It can tally up expenses to ensure that you stay within your budget. There are different formulas available to track different values and trigger various alerts.
So, for example, you could implement a formula that warns you when only 10% of the allocated budget remains to ensure that you don’t overspend. And then at the end of the project, you can download the overall report to show your client where the money was spent and on what.
Tying in with the formula column is the filter option, which can help you focus on more specific items – like which department is over budget.
Nobody wants to read pages and pages of information. Monday.com offers different chart and reporting options to make it easier than ever to understand what is going on without needing to read essays on the project.
Similar to the filter function, Search allows users to find a specific term within a report and display all the data related to it. This can be a team member’s name, project name or even tasks that have been categorised under a certain term.
With all of the abovementioned functionality – and a whole load not mentioned – it’s easy to see why so many people turn to Monday.com when it comes to reporting.
Sign up to monday.com South Africa – Activation or Trial Link and track time with monday.com South Africa.
Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
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
- App integration
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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