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Elena Korolkova Kick Consulting Founder

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Top 5 Advanced Reporting Features on monday.com

Get visibility into productivity, project pipelines, and other key metrics by discovering these five advanced reporting features that you never knew existed. If you don’t know where you’ve been and where you’re at now, then how are you going to know how to get where you need to go?


Advanced reporting on monday.com helps businesses to visualise their data, track key performance indicators (KPIs), and make smarter decisions in real-time.


It starts with following one fundamental commandment: measure everything!


From sales to marketing to productivity and everything in between, keeping your finger on the pulse enables you to navigate your business through choppy waters and make the most of calm seas. The problem that many business owners have, though, is that they struggle to get the most of that data once they’ve collected it.


Enter advanced reporting! You may not have heard of these five monday.com features, so let the monday experts be your guide. We’re about to rock your world.

 

1. Stacked Charts


Level up your charts game by going beyond the basic line graphs and pie charts that we all know and love. Stacked charts provide an extra layer of detail. Basically, these are bar graphs that can add a third variable type beyond what’s represented on the X and Y axes. These variables are “stacked” on top of each other.


Let’s make this more concrete. Say, for instance, that you want to use a bar graph to track your revenue (Y axis) over each consecutive month (X axis). We can break that down further by stacking individual product sales on top of each other in different colours.



So if your pool supply company sells water wings, noodles, and squirt guns, you’ll be able to see just how much of your revenue each month is attributed to each of these products. In just a glance, you’ll be able to see how each category “stacks up” to the others.


2. Benchmarks


If you don’t know your goals, how are you going to achieve them?


Effective goal setting is all about visualising that finish line, then putting one step in front of the other to get there. Monday’s benchmarks tool helps you to add more context to your reports. Set targets or thresholds so that you can compare actual performance to desired outcomes.


For example, you can add a benchmark line to a revenue report that shows the point at which your company becomes profitable. Now, every time you look at that report, you’ll see how far you’ve progressed towards your goals.


monday.com add a benchmark to my graph
Source: monday.com

Another great way to leverage this tool is by setting minimum thresholds that you absolutely DON’T want to fall under. Seeing this benchmark can be the rocket fuel that you and your team need to push through and make your own success.


3. Team Workload


It’s Monday morning, we’re working on our second cup of coffee, and there’s a busy week ahead. Time to log onto monday.com so that we can get ahead of the game and be strategic with our time and resources!


Monday’s team workload feature gives us a complete picture of the upcoming (or further in the future) weekly workload so that we can grab the bull by the horns, plan ahead, and delegate tasks in a way that maximises productivity.


As monday specialists that help businesses get the most out of their limited resources, we practically live in this widget. In this report, you’ll get to see who is over capacity and who has time to spare. You can then assign duties accordingly so that your teammates can achieve their fullest potentials.


See how many work items are assigned to each team member, or take it one step further by assigning an effort level to each task. Bob may only have two tasks, but he still might not have time to take on more work if either of those tasks are as time-intensive as creating Tibetan sand art or doing a full audit of the books.


Graph showing the number of projects undertaken per team member in monday.com
Source: kickconsulting.com

Keep in mind that this tool isn’t just for employees. We can apply it to equipment, meeting rooms, or even brand assets. Anything that’s subject to the ceaseless whims of time can be effectively managed with monday’s team workload feature!


4. Pivot Board


When you’re ready to channel your inner NBL player to pivot on your feet and land a 3-pointer, this is the reporting tool you need. The flexible and customisable Pivot Board helps you to analyze data from across your organization by slicing and dicing it from all different angles. Add multiple layers to conduct deeper analysis, and find hidden trends that will help your business succeed.


Pivot Board from monday.com reporting
Source: monday.com

Bring in data from throughout monday.com and import the metrics that matter most from integrations ranging from Slack to Zendesk to Microsoft Office. Then manipulate that information and summarise data by median, sum, average, and more. Stay on top of your business performance and drive it towards your desired outcomes by leveraging the full power of monday’s Pivot Board.


5. Performance Insights


Boosting team performance starts with understanding what could use improvement in the first place. That’s why monday’s Performance Insights report is last but certainly not least on our list of top five advanced reporting features.


Performance Insights Report monday.com
Source: monday.com

This handy tool lets you keep track of how long different action items spend at a specific status or in a particular phase, such as stuck, in progress, complete, or scheduled. Pull these metrics directly from monday’s Activity Log to track them on your board.


Analyze productivity. Get a bird’s eye view of your projects to see where they get stuck. Boost morale for your team to help them perform to their fullest potential.

 

Do you need some expert guidance to help you to set up and get the most out of these advanced reports on monday.com? Get in touch with the monday specialists today. We’ll help you to achieve your goals and kick your business into high gear.



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