One view across every board
Client work, internal projects, and support queues rolled into a single portfolio picture, without asking any team to restructure how they run their board.
monday.com to Power BI, done for you
A custom monday.com Power BI dashboard, built for you
Roll every board into one portfolio view: delivery throughput, cycle time, workload by person, SLA attainment, and real project margin once finance data is joined. Built by a senior engineer, not wired up by you.
Representative dashboard — sample data
Custom monday.com dashboards
Great for running the work, harder for reporting on it
Teams adopt monday.com because it is quick to shape around how they already work. That flexibility is exactly what makes reporting awkward later: every board evolves its own columns and statuses, history disappears when someone tidies a group, and the moment a question spans several boards it turns into a manual export.
A Power BI build fixes the reporting problem without touching the way your teams work. We map your boards into a consistent model, keep the history the platform does not, and answer the portfolio-level questions — capacity, throughput, and margin — that no single board can.
Reports we build from monday.com
- Portfolio rollup
- Throughput & cycle time
- Workload by person
- SLA attainment
- Budget vs actual
- Client delivery pack
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved.
Why teams ask for this
What a modelled build adds to your boards
Everything here is a question that needs data from more than one board, or from a point in time your boards no longer remember.
History that survives board edits
Snapshots preserve what the pipeline looked like last quarter even after items are archived, renamed, or moved. Trend analysis needs a memory the board does not keep.
Cycle time, measured properly
How long work genuinely takes between status changes, by team and work type — the number that tells you whether a process change worked.
Workload you can act on
Open items weighted by effort and due date, by person and team, so capacity conversations start from evidence rather than from who complains loudest.
Margin, not just activity
Join rates, time, or invoices from finance and a delivered project finally shows profitability instead of a green status somebody set optimistically.
Client-ready delivery packs
A branded, refreshed report you can share with a client each month, without exporting a board and reformatting it in slides.
What does a monday.com Power BI build involve?
We pull boards, items, columns, and status history into a model where a status means the same thing everywhere, then build the reports on top. The mapping work is the real value: your Design board's “In Review” and your Support board's “Awaiting Client” may be the same state for reporting purposes, and only a human who has asked can decide that.
None of it changes how your teams work day to day. Boards stay exactly as they are; the model reads from them and does the reconciling behind the scenes.
Which reports do teams ask for most?
The table shows where native board dashboards typically stop and where the modelled version picks up.
| Report | Typical native limitation | Power BI version |
|---|---|---|
| Portfolio status | Widgets are strongest within a board or a small set | Every board and workspace in one rollup with consistent statuses |
| Throughput & cycle time | Current state is clear; elapsed time between states is not | Cycle and lead time by team and work type, trended over quarters |
| Workload | Counts of open items per person | Weighted by effort and due date, with overdue risk highlighted |
| SLA attainment | Needs manual tracking against target dates | Attainment percentage by client and priority, with breach detail |
| Budget vs actual | Cost usually lives outside the board | Delivery data joined to finance for real project margin |
| Historic trend | History is lost when items are archived or restructured | Snapshotted history that survives board changes |
How do you connect monday.com to Power BI?
Through the documented monday.com API, or a scheduled export or warehouse sync where you already have one. Which applies depends on your plan and how your boards are organised, and we confirm it in scoping rather than assuming. Refresh is then scheduled in line with Microsoft's data refresh guidance (opens in new tab) so the reporting maintains itself.
If your delivery work also runs through an issue tracker, the Jira Power BI dashboard page covers that source, and the two can be modelled together where teams use both.
How much does it cost?
Prepaid Flex hours that never expire: Starter 20 hours at $125/hr ($2,500), Growth 40 hours at $115/hr ($4,600), Power 80 hours at $100/hr ($8,000). A portfolio rollup across a handful of consistently structured boards usually fits a Starter block. Many boards with divergent structures, or a margin build that joins finance data, typically lands in Growth.
Board consistency drives the estimate far more than volume does. We look at your actual boards during scoping and tell you which of those two situations you are in before any hours are committed.
Who is this for?
Agencies, professional services firms, and internal operations teams running real delivery on monday.com, usually at the point where someone is exporting boards into a spreadsheet every month. Agencies reporting to clients should also look at white label Power BI for agencies, and firms measuring utilization and realization will find more detail in professional services dashboards.
Reports we build from monday.com
- Cross-board portfolio rollup
- Throughput and cycle time by team
- Weighted workload and overdue risk
- SLA attainment by client
- Project margin once finance is joined
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
Boards stay as they are — the model does the reconciling. See Flex pricing.
How it works
From scattered boards to one portfolio view
- 1
Show us the boards
Tell us which boards matter and what you currently export by hand. We review the structures and reply with a scope estimate in hours.
- 2
We map and model
Statuses and columns are mapped into one consistent model, with history snapshotted so trends survive future board changes.
- 3
Publish and refresh
Reports land in your workspace on a refresh schedule, with documentation you own and can hand to anyone later.
Representative perspective
Every account manager had their own board and their own idea of what “in progress” meant. Agreeing that mapping was more valuable than the dashboard we asked for.Operations lead, digital agency
Representative perspective
We could see everything that was happening and nothing about whether it was profitable. Joining our time data was the missing half.Managing director, consultancy
Stop exporting boards into spreadsheets
Tell us which boards you report on and what you rebuild by hand each month. We'll confirm the connection method and scope the build in hours.
FAQ
monday.com reporting questions, answered
Through monday.com's documented API, or a scheduled export or warehouse sync where one already exists. We confirm the method that fits your plan and board structure during scoping. Whichever route applies, refresh is scheduled so nobody has to export a board by hand again.
They are good for live team views on a handful of boards. Power BI earns its place when you need history that outlives board changes, rollups across many boards or workspaces, or delivery data joined to finance so you can see margin rather than activity.
It is the usual starting point and it is workable. Where column names and statuses differ across boards we map them into one consistent model rather than asking you to reorganise everything first. Where the inconsistency is genuinely meaningful, we flag it instead of hiding it.
Yes, once cost data is available. monday.com tells you what was done and by whom; margin needs rates or invoices from finance or a time-tracking system. We model both sides together so budget against actual is real rather than a status column somebody updates optimistically.
No. We are an independent US-based Power BI service and claim no monday.com or Microsoft partnership. We build using documented, supported access methods, and the report and model are published into your own Power BI workspace and owned entirely by you.
Related work
Delivery-focused teams should also read professional services dashboards and, where placements rather than projects are the unit of work, Power BI for staffing agencies. Teams tracking engineering work in parallel can see the Jira Power BI dashboard, and IT service providers should look at Power BI dashboards for MSPs. Agencies delivering reporting to their own clients can white-label the work through white label Power BI for agencies. The modelling underneath is covered in data modeling and DAX. Every task is scoped before work begins from your prepaid block of senior-led hours — no project minimums, no change-order surprises, and hours are deducted only for work you approve.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.