Automate Monthly Financial Report for Land Trading Company Using Monday.com Data

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

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