Portfolio

This board was designed to track taxes on a monthly basis. The data is automatically rolled over, enabling the team to work more efficiently.

This board was designed to track taxes on a monthly basis. The data is automatically rolled over, enabling the team to work more efficiently.

Triggering the tax rollover process for over 800 boards from a high-level board that manages all clients.

This Make.com scenario enables, with a single click, the rollover of previous tax balances, preparation of upcoming months. This solution streamlines workflows, reduces errors, and enhances efficiency.

This Make.com scenario archives data, keeping it accessible to the team while locking it for edits.

This set of charts provides a side-by-side comparison of the year-to-date budgeted versus actual spending across categories on a monthly basis. The visual breakdown highlights variances between planned allocations and real expenditures from October 2022 to September 2023, supporting financial accountability and variance analysis.

This visual presents the cumulative variance between budgeted and actual spend per category. Positive values indicate remaining budget, while negative values reflect overspending. It provides a concise overview of how different cost areas are tracking against their financial plans, supporting effective budget monitoring and control.

This table serves as the equivalent of a Profit & Loss (P&L) view on Monday.com, offering a detailed monthly breakdown of year-to-date budgeted expenses across HQ categories. It provides financial transparency and control by tracking allocations per category and showing cumulative totals, aiding informed decision-making and budget reviews.

This bar chart displays the monthly variance between budgeted and actual spend from October 2022 through September 2023. Positive values represent underspend (remaining budget), supporting clear visibility into financial performance trends and highlighting months with significant cost savings or close budget alignment.

This dashboard provides a comprehensive financial snapshot, comparing total budget versus actual spend year-to-date. It includes a monthly budget breakdown per category, the overall budget and actual amounts to date, and a total budget column view—offering stakeholders a clear perspective on financial progress and remaining budget.

Those 2 tables presents a side-by-side comparison of year-to-date budgeted versus actual HQ expenses, broken down by category. It highlights discrepancies between planned and actual spending, offering a clear view of financial adherence and areas requiring further review or adjustment.