Stop putting off financial reporting, let monday.com get it done
Accurate reporting costs time and effort, which is often lacking when it is urgent at the end of each month.
Reporting helps executives make informed decisions by sharing important business data in an easy-to-read and understand format. Of course, when it comes to streamlining processes, we are always in favour of automation, which is where Monday.com works.
Easy reporting on Monday.com
To ensure that everyone is on the same page and understands where the project or client account is located, reporting makes a big difference.
Formulas and filters
One of the best features of Monday.com should be the formula column. It can calculate costs to make sure you meet your budget. There are different formulas that can be used to track different amounts and trigger different alerts.
For example, you can implement a formula that alerts you when there is only 10% of your budget left to make sure you don’t spend too much. And at the end of the project, you can download a general report to show your client where the money was spent and what.
Linking to a formula column is a filtering option to help you focus on more specific things – such as which department is over budget. Take a look at the data
No one wants to read pages and pages of information. Monday.com offers a variety of charts and reporting options to make it easier than ever to understand what’s going on without having to read project essays.
Like the filter feature, search users can search for a specific term in a report and view all related data. It can be the name of a team member, the name of a project or even tasks within a certain deadline.
With all of the above features – and the full fee that isn’t 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.
For more information check out our social pages