You will get Financial Dashboards on Monday.com — 4 Powerful Dashboard for your P&L
Top Rated
Project details
"Use Monday.com to visualize and analyze your financial reports. From your monthly Profit and Loss (P&L) to powerful dashboards so that you can take concrete actions. Compare your budget versus actual income, year over year, and display it by season to make better decisions.
This set of boards and dashboards are design in a way that you will import your monthly P&L and within a few clicks get all these amazing charts and statistics. Is design to work for any accounting system, Quickbooks, Xero, NetSuite, you name it and we will customize it according to your accounting architecture.
Dashboards that you will get:
1️⃣ P&L Current year dashboard
2️⃣ P&L Goal vs Actual
3️⃣ P&L Year over Year trend
4️⃣ P&L Quarterly Year over Year trend
All of these super-powerful dashboards come with an actionable plan to take concrete actions.
This package includes:
- Video tutorial per board & dashboard
- Dashboard email notifications (only possible for enterprise)
- Pivot analysis and reports (only possible for enterprise)
Let Monday.com do the work for you. I can show you how.
Pura Vida,
Omara"
This set of boards and dashboards are design in a way that you will import your monthly P&L and within a few clicks get all these amazing charts and statistics. Is design to work for any accounting system, Quickbooks, Xero, NetSuite, you name it and we will customize it according to your accounting architecture.
Dashboards that you will get:
1️⃣ P&L Current year dashboard
2️⃣ P&L Goal vs Actual
3️⃣ P&L Year over Year trend
4️⃣ P&L Quarterly Year over Year trend
All of these super-powerful dashboards come with an actionable plan to take concrete actions.
This package includes:
- Video tutorial per board & dashboard
- Dashboard email notifications (only possible for enterprise)
- Pivot analysis and reports (only possible for enterprise)
Let Monday.com do the work for you. I can show you how.
Pura Vida,
Omara"
Data Tool
SASWhat's included $720
These options are included with the project scope.
$720
- Delivery Time 5 days
- Number of Revisions 2
- Number of Graphs/Charts 12
- Number of Variations 1
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$195
Additional Revision
+$120
Additional Graph/Chart
(+ 1 Day)
+$120Frequently asked questions
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EE
Eliza E.
Jan 23, 2026
Monday.Com Set up for Solo Consultant
KW
Kellie W.
Jan 9, 2026
30 minute consultation
SH
Sir H.
Nov 13, 2025
30 minute consultation
Omara is an expert at Monday and really great to work with. She answered any and all my questions. She helped get my Monday in the right place to work efficiently for my team.
JR
Jenny R.
Nov 6, 2025
60 minute consultation
Omara was incredibly knowledgeable and thoughtful about our setup and organizational needs. She brought not only deep platform expertise across Monday.com CRM and Work Management, but also an understanding of process mapping, tech stack alignment, and overall system architecture.
She quickly grasped the nuances of our business model and offered practical, scalable recommendations—along with smart integration ideas that will save us time and help us grow effectively. Highly recommend Omara for anyone with questions related to Monday.com.
She quickly grasped the nuances of our business model and offered practical, scalable recommendations—along with smart integration ideas that will save us time and help us grow effectively. Highly recommend Omara for anyone with questions related to Monday.com.
JK
Julie K.
Sep 2, 2025
30 minute consultation
About Omara
monday.com Expert | Solutions Architect
100%
Job Success
San Jose, Costa Rica - 6:25 pm local time
→ Integrate all of your systems the right way.
→ Automate all repetitive tasks.
→ Teach your staff how to get the most out of the Monday.com features.
Here’s how I can optimize your Monday.com to its full potential:
👉 WINNING SETUP. You’ll have your account set up correctly to benefit from every feature you pay for.
👉 SMART FLOW. I'll help you display all your processes into boards and design all the interdependencies between boards.
👉 COMPLETE CONTROL. I’ll gather all the information in one place and create the necessary workspaces for your teams to work better and faster: HR, Marketing, Operations, and Finance.
👉 FRICTIONLESS MIGRATION. You get help to migrate all your projects to Monday.com from any other project management system or spreadsheets.
👉 AUTOMATION. I’ll make the platform work for you with workflows and automation, so you can minimize errors and focus on what matters.
👉 INTEGRATION. You get support to integrate Monday.com with your other systems, including Outlook, GSuite, Slack, and Microsoft Teams.
👉 PERFORMANCE. I’ll set up Monday.com dashboards to make it easy for you to visualize key KPIs and measure productivity.
Why you should work with me:
⭐️ Monday.com certified partner
⭐️ 5 years experience implementing Monday.com in companies of all sizes
⭐️ Top Rated Plus freelancer
⭐️ Fast turnarounds
⭐️ Ongoing communication
You will be paying for my expertise, not for my learning process.
It’s time to say goodbye to manual tasks that slow down your staff and make you leave money on the table. And I’m here to support you and your team from start to finish.
Get in touch, and let’s make sure you make the proper return on your investment in Monday.com.
Pura Vida,
Omara
Steps for completing your project
After purchasing the project, send requirements so Omara can start the project.
Delivery time starts when Omara receives requirements from you.
Omara works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff Call
We will have a discovery call to understand your business requirements, define goals, set expectations and answer all of your questions.
Client Revision Call
You will get a video tutorial for every board and dashboard and after you have the time to process the information and test the boards, we will meet to hear answer your questions and process any change need.