·Nov 12

·6 min read

Data Visualisation on monday.com: How Does It Turn Data into Insights?

Data visualisation on monday.com

Enterprises prefer getting a clearer picture of business data in a visual context when using SaaS tools like monday.com. About 65% of all humans are visual learners, indicating that data visualisation is crucial.

For instance, the human brain can process visual information 60,000 times faster than text. People are also 30% more likely to read a high-quality infographic than textual data.

Developers understood this and introduced data visualisation on monday.com. The moment you open a monday.com account, you’ll see a colourful and intuitive dashboard everywhere. Once you add data or items to the boards, rows, and columns, the interface will automatically measure everything and present a visual report.

In this blog post, we’ll discuss the advanced functionalities that help with reporting and data visualisation on monday.com.

How monday.com Reporting Helps Visualise Data?

The team at monday.com understands how important detailed and accurate reporting really is. Anna Odrynska, the CSO at Alpha Serve, builds more on this notion. She notes that rich reporting is an indispensable feature that helps keep data transparent.

For instance, monday.com reports help make informed decisions and ensure progress tracking. Businesses can use this WorkOS platform to get a dynamic view of their projects and workflows.

Here are a few ways monday.com reporting helps visualise data:

Transforms raw data into actionable insights that systematically analyse information to give a clear overview of timelines, performance, and progress.
Consolidates and visualises data in an easily digestible format. Examples include charts and graphs for a better understanding of KPIs, patterns, trends, etc.
The reports improve accountability and collaboration in your team by giving them a collective view to analyse and discuss visual data.

These features contribute to effective resource allocation, strategic planning, risk mitigation, and helping identify potential bottlenecks. The monday.com reports also help enhance project transparency and optimise workflow by visualising the data.

Stacked Charts: A Great Way for Data Visualisation on monday.com

Over 225,000 people use monday.com mainly because of the unique visualisation features. Among them is the Stacked Chart feature, which only works on one board. It’s a great way to see:

Your workflow analytics
How team members are performing

monday.com stacked chart

Let’s say you’ve created a sales pipeline on monday.com CRM to visually track every deal’s progress. You want to see how many sales an agent made in a particular month this year.

To do that, you can use a Stacked Chart. Here, the X-axis represents the months, and the Y-axis is the amount closed.

If you set the parameters correctly, you can understand the revenue generated by every sales representative. The bars will be colour-coded and stacked per specific agent for data visualisation on monday.com.

To enhance the chart, you can use cumulative data and benchmarks to show the progress of each sales representative. The X-axis will be the employees, and the Y-axis will be the amount closed each month. Adding a Benchmark line will display the goals (low/high threshold) to keep you on track.

Workload View: Getting the Visuals of Your Team’s Work

What’s a crucial step in achieving a successful project on monday.com Work Management? It’ll be managing resources and allocating tasks without any hassle.

monday.com widget and workload view

Thankfully, with Widgets and Workload View, you'll get a clear overview of how the work is divided. At one glance, you can:

Determine who’s over-capacity
Assign upcoming tasks to the right employees
Change due dates if necessary
Reassign the tasks whenever needed

Example of Team’s Workload Data Visualisation on monday.com

Let’s say your company is launching a new product, and you’ve created a monday.com board for it.

It’ll include a People, Timeline, and Numbers Column. Having these on your board will help the Workload Widget/View to work properly.

Once you add the Workload View, you’ll see visualised data after you do these:

Choose the time column.
Add the resource type.
Select a colour scheme.

monday.com workload view

Next up, you can measure the data based on Capacity or Effort. Effort displays each item assigned to a user as 1 on the board. The Capacity of a user will be based on their work schedule, work hours, days off, etc.

You can then choose the Weekly Capacity limit on how many hours each team should be working on a task. If needed, you can even customise the data to be represented as a number or percentage.

If you need any help creating the board and managing the widgets, feel free to reach out to a monday.com consultant. At Fruition, we can help you develop customised boards and widgets based on your business requirements, tasks, and more. With our help, you can see how work is divided at one glance to ensure every timeline is met.

This monday.com widget helps keep track of your projects by analysing the status of an entire board. It presents results based on the number of remaining tasks and the overall timeline.

How do you set this up? You’ll have to simply pick the Status and Date Column for the widget to draw data from. You can even pick specific groups and exclude boards.

monday.com overview widget

For example, if everything is on time, the Overview Widget will show ‘on track’ as the status. When the tasks are completed, it’ll show ‘completed.’ In case the projects are delayed, there’ll be an ‘at risk’ status.

With this data visualisation on monday.com, you can check the overall progress of business operations and stay updated about delays in the schedule.

Other Features that Make Data Visualisation on monday.com Possible

Pivot Board

monday.com pivot board

This allows you to analyse the different verticals of your board by cutting down information. It’s a flexible way to customise the data you put in for better visualisation.

All you have to do is slice and dice. For example, you’ll enable a deeper level of reporting from different perspectives on the dashboard.

To make this possible, you must choose the boards to visualise, define the rows and columns grouping, and choose the summary calculation. You can also select the type of table and filter the board as per your needs.

Performance Insights

This view lets you track how long a task has been in a specific phase. For example, it’ll give you a visual representation of how much time an item has spent on a specific status. This helps analyse the team’s productivity.

monday.com performance insights

You can customise the Performance Insights in the following ways:

Choose the status column that you need to measure.
Select the time period you're interested in.
Determine the calculation type.
Select the Y-axis unit of measurement.

If this feels too technical, you can contact monday experts like Fruition. We offer implementation services that include dashboard and board customisation, optimisation, implementation, etc.

Word Cloud

The Word Cloud monday.com integration can help turn your textualised data into meaningful visuals through key terms. This way, you can gain an in-depth analysis and convey vital information when needed.

Word Cloud and monday.com integration

It'll work properly once you customise it in the following manner:

Select the columns for analysis.
Choose the maximum word limit.
Select the spacing and size difference between words.
Find a font and flip the words the right amount.
Go for rotation variety and add/remove connected boards.

FAQs

What are monday.com analytics?

monday has analytics features that help you understand ways to improve workflow and how your account is used. It’s a great way to visualise the data inputs clearly and concisely. It has features like advanced analytics, lead analytics, board filters, chart visualisations, stacked charts, and report sharing.

How can monday.com dashboards help visualise data?

With a customised monday.com dashboard, you can easily analyse data and simplify strategic decision-making processes. Users can also gain real-time insight by running reports, creating summaries, and tracking progress. Getting a high-level overview of organisational data requires you to add widgets, like charts, tables, progress bars, etc. The KPI reporting and Pivot Board View features can also help visualise data on monday.com.

What do you use the monday.com app for?

The monday.com desktop app and the mobile app work in a similar way. The latter can help organise teams with its intuitive interface. For instance, you can access tasks on the mobile app once added to your monday account using a desktop. This helps you visually manage projects from your phone with the task planner and be on track with quick charts, check-ins, etc.

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