Client Background
Client: A leading marketing firm in the USA
Industry Type: IT
Services: Marketing, promotions, campaigns, consulting, business growth
Organization Size: 100+
The Problem
The client requires a dashboard for a ”week in review” and “human resources”. The dashboard should be dynamic whenever the client opens the dashboard, it should show the current week and should also have a dropdown choice option based on different time periods. So the client requires a meaningful KPI on the dashboard.
Research Objective
Taking the problem statement into consideration the following objectives are established.
Objective 1: Getting access to the Monday.com site, Make.com, Google sheet, and Klipfolio. Objective 2: Connect Monday.com data to the Google sheet.
Objective 3: Data Integration using make.com.
Objective 4: Building KPIs using various calculations and formulas to get meaningful insights.
Objective 5: Creating a dashboard from insight driven by KPIs.
Solution Architecture
1. Data Integration
Fig.3.4: Data Integration
2. Overall Architecture
Fig.3.4.2 Overall Architecture
Tools used
Klipfolio
make.com
Language/techniques used
Klip Formula
Skills used
Data Integration
Data Processing
Data Visualization
Web Cloud Servers used
Google Sheet
What are the technical Challenges Faced during Project Execution
During the project execution we faced following challenges:
1. Mapping the values in make.com from Monday.com
2. Whenever the update is generated on Monday.com, a new row is added to the Google sheet.
3. Extracting insights from the data
How the Technical Challenges were Solved
To solve the technical challenges, we provided following solutions as follow:
1. For mapping the values from Monday.com to make.com, we got access as admin to reach out the columns id on Monday.com.
2. On make.com, we created multiple models linking each other based on the row id in the google sheet.
3. After completing the data integration, we use calculations to extract meaningful insights from the data.
Business Impact
Using this dashboard, a client can keep track of the employee’s work process. So he can analyze employee workflow nature.
Project Snapshots
Project website url
Google Sheet:
https://docs.google.com/spreadsheets/d/15ADtNWh63O7DVbg-FRH0SmWb-TemqldOVK7dq16N7Xs/edit?usp=sharing
Data Integration using make.com:
https://us1.make.com/146703/scenarios?folder=all&tab=all
Monday.com:
https://primus-business-management.monday.com/
List Of Employees listed on Klipfolio:
https://app.klipfolio.com/clients/index
Klipfolio Dashboard:
Project Video
Todo Board Part 1: https://www.youtube.com/watch?v=qnTV64RhGWk
Todo Board Part 2: https://www.youtube.com/watch?v=vDyaVkNv6bU
Todo Board part 3: https://www.youtube.com/watch?v=FciSkP-uRkM
Census Board Part 1: https://www.youtube.com/watch?v=jpgzakxdvZw
Census Board Part 2: https://www.youtube.com/watch?v=3y6DmUGNmTE
Contact Details
Here are my contact details:
Email: ajay@blackcoffer.com
Skype: asbidyarthy
WhatsApp: +91 9717367468
Telegram: @asbidyarthy
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