Monday.com reports
and dashboards
Bring your Monday.com data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Monday.com data, connected.
Monday.com tracks project timelines and task completion, but understanding how delivery speed affects customer retention or which project types drive the most support tickets requires connecting to your CRM and support platforms.
Filament links Monday.com boards, updates, and activity logs with your other business tools so you can analyze project performance, team workload, and delivery impact through plain English questions.
Data we sync
Boards, groups and itemsExample fields: Board id, Group id
Board structure, groups, items, columns and column values for reporting on work.
board_idgroup_iditem_idnamestate
People and teamsExample fields: User id, Team id
Users, teams and team membership for interpreting ownership.
user_idteam_idnameemailenabled
Updates and repliesExample fields: Update id, Item id
Updates and their replies for adding context to item activity.
update_iditem_idtext_bodycreator_idcreated_at
Workspaces and board configurationExample fields: Workspace id, Board id
Workspaces, board views, owners and subscribers.
workspace_idboard_idnamepermissionssettings_str
Tags and assetsExample fields: Name, Color
Tags, attached assets and item subscribers available in the connection.
idnamecolorfile_extensionfile_size
Monday.com works well with
Salesforce
Connect Monday.com project data with Salesforce opportunities to see how delivery timelines affect deal closure rates, which project types correlate with customer expansion, and whether implementation speed impacts renewal likelihood.
HubSpot
Connect Monday.com project milestones with HubSpot contact activity to analyze how implementation progress affects customer engagement, which onboarding stages drive product adoption, and whether project velocity impacts customer lifetime value.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
Explore the demo dashboard
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Your questions, answered.
How do I connect Monday.com?
Use a Monday.com account that can access the boards you want to report on. A personal token inherits that user’s permissions.
- In Monday.com, open your profile menu and select Developers → API token → Show. Copy your personal API token. Administrators can also find it under Administration → Connections → Personal API token.
- Open Apps in Filament and select Monday.com.
- Enter the token, add any useful context about your boards and columns, then complete setup.
If you regenerate the token in Monday.com, update the Filament connection too; the old token stops working immediately.
How far back does Filament sync Monday.com data?
Filament syncs your complete Monday.com history, including all boards, items, updates, and activity logs from when your account was created. This lets you analyze project trends, team performance, and task completion patterns over any time period.
Can I connect multiple Monday.com workspaces to Filament?
Yes. Connect separate Monday.com accounts or workspaces to analyze data across different teams, clients, or business units. This is particularly useful for agencies managing multiple client workspaces or companies with separate departmental accounts.
How often does Filament update Monday.com data?
Filament syncs Monday.com data continuously throughout the day. Changes to items, new updates, status modifications, and activity logs appear in your analysis within minutes, so your kpi dashboard always reflects current project status.
Can I analyze Monday.com data alongside my CRM and support tools?
Yes. Connect Monday.com with tools like Salesforce, HubSpot, Freshdesk, or Intercom to see how project delivery timelines correlate with customer satisfaction, support ticket volume, or sales pipeline movement. Ask questions that span multiple platforms without manual data exports.