Managing invoices, tracking payments, and understanding sales performance can quickly become overwhelming if your monday.com boards are filled with rows of raw data. Teams often struggle with questions like:

• How many invoices are still waiting for payment?
  
• Which sales representatives are responsible for pending invoices?
  
• What’s the overall payment trend this month versus last month?
  

Without the right reporting tools, it’s difficult to get quick answers. That’s where Pivot Reports Pro for monday.com comes in. This app allows you to sync updates on monday.com into clear, visual reports—helping you transform raw board data into insights you can act on.

Real-Life Use Cases on Pivot Reports Pro for monday.com:

Pivot Reports Pro isn’t just for finance teams. It’s designed for any team that needs to turn board data into actionable insights:

• Finance & Accounting – Track invoices, overdue payments, and revenue trends across months. Instead of exporting to spreadsheets, quickly see how many invoices are paid or pending and which sales reps are responsible.
  
• Sales Teams – Monitor deal pipelines, closed-won opportunities, and sales rep performance. By syncing updates on monday.com into pivot tables and charts, managers can instantly spot who is hitting targets and where deals are stuck.
  
• Marketing Teams – Analyze campaign performance, leads by channel, and content effectiveness. For example, visualize leads by source each month or measure which campaigns generate the most conversions.
  
• HR Departments – Track recruitment pipelines, employee onboarding stages, and training completions. Pivot Reports Pro makes it easy to see how many candidates are in each stage and identify bottlenecks.
  
• Procurement Teams – Manage vendor requests, purchase orders, and delivery statuses. With pivot charts, you can quickly identify which suppliers are on time, which orders are pending, and overall spending trends.
  

Across all these functions, Pivot Reports Pro helps teams make data-backed decisions directly within monday.com without the need for external reporting tools.

Step-by-Step Guide to Using Pivot Reports Pro on monday.com:

1. Install the App

• Go to the monday.com App Marketplace.
  
• Search for “Pivot Reports Pro”.
  
• Install the app and add it to your board as a Board View Tab.

2. Set Up Your Data Board

Make sure your board contains:

• Customer column
  
• Sales representative column
  
• Status column (e.g., Paid, Waiting for Payment)
  
• Total cost column
  
• Invoice file column

This ensures Pivot Reports Pro can generate meaningful reports.

3. Start with the Table View

• Open the Pivot Reports Pro tab.
  
• Select Table view to count items by column values.
  
• Example: Count invoices by status to see how many are Paid vs. Waiting for Payment.

In our example: six Paid invoices and three Waiting for Payment.

4. Break Down by Sales Representatives

• Switch grouping to Sales Representative.
  
• View how many invoices each rep has, which are Paid, and which are Pending.

This makes it easy to spot which sales reps have outstanding collections.

5. Analyze by Month

• Add a Date column filter.
  
• View monthly trends for each sales representative: how many invoices were paid vs. pending each month.

6. Apply Filters for Faster Insights

• Filter by Waiting for Payment or Paid to quickly see outstanding invoices by rep and month.

7. Visualize with Charts

• Switch from Table view to chart options:
  
  • Line chart – track invoices processed over time.
    
  • Area chart – visualize cumulative totals.
    
  • Bar charts – compare sales reps, campaign results, or payment statuses.
    
  • Dot charts – highlight distribution.

You can also apply sum, average, and other functions to customize your reports.

Why does this even matter?

By using Pivot Reports Pro, your team can:

• Sync updates on monday.com into real-time insights.
  
• Save hours of manual reporting and Excel exports.
  
• Quickly identify overdue invoices, slow campaigns, or bottlenecks in hiring.
  
• Make data-driven decisions across finance, sales, marketing, HR, and procurement.
  

Conclusion

Pivot Reports Pro helps teams transform raw board data into actionable insights with just a few clicks. Whether you’re in finance, sales, marketing, HR, or procurement, this tool makes it simple to track performance, monitor progress, and stay ahead of trends—all without leaving monday.com.

Get started today by installing Pivot Reports Pro from the monday.com marketplace. For questions or support, email us at appsupport@jetpackwork.com.