Posted: Mar 7, 2026
We're a land and forest trading company. Our business involves buying land plots, selling cutting rights or harvesting forests, and then either reselling or holding the land as an investment. We track our operations in Monday.com: Our purchasing manager logs each new land deal (terms, amounts, size, etc.) Our sales team inputs data when a plot is sold (sale date, amount, etc.) Until now, I’ve been preparing a monthly Excel report manually to calculate core business metrics like: Capital cost per deal Net profit Sales margins Now we want to automate this entire process to: Eliminate repetitive manual reporting Ensure metrics are updated automatically and dynamically as colleagues input data in Monday Keep data entry strictly within Monday.com (no double entry elsewhere) What We Need from You: Build a system (using Monday.com + Make.com/Zapier/API) that automates data extraction and calculation of financial metrics Set up a dynamic dashboard or report (can be in Monday, Google Sheets, Excel, or similar) Help translate our current Excel report structure into this automated version Provide a step-by-step explanation so I (as the financial controller) can maintain or tweak it in the future Ideal Profile: Strong experience automating workflows between Monday.com and reporting tools Familiar with financial reporting and business metrics Can teach and document the setup clearly Able to work independently and deliver a self-sufficient system Project Scope: One-time setup System handover with brief walkthrough/training Deadline: flexible but ideally within 2–3 weeks