Monday.com Dashboard Automation

Job ID: 40487183

Budget: $30 – $250 CAD

Looking for a Monday.com Expert (French Required)

We are looking for an experienced Monday.com specialist to help structure and automate our floral business operations.

IMPORTANT:
The entire system (boards, automations, dashboards and employee experience) must be built in French.

Our goal is to create a SIMPLE, MOBILE-FRIENDLY and LONG-TERM system for a creative retail and floral team.

We are looking for:

Simple and logical structure
Minimal but smart automations
Clear dashboards
Easy mobile use
Internal autonomy long term
Easy maintenance
Scalable system

We prefer a clean and efficient setup over something overly complex.

PHASE 1 — STRUCTURE & OPERATIONS
Strategic Planning Board

Create a board to manage:

Tasks
Responsible person
Deadlines
Status:
To Do
In Progress
Blocked
Done
Task & Project Management

System including:

Tasks
Subtasks
Responsible person
Priorities
Deadlines
Notes / follow-ups
Manager Board

Dedicated board including:

Strategic planning tasks
Responsibilities
Projects
Priorities
Deadlines
Daily Operations Board

Including:

Date
Notes for next day
Employees / schedule
Daily sales ($)
Daily summary
Losses ($)
Cause of losses
Employee Ticket Form

Employees can submit:

Questions
Needs
Purchase requests
Problems
General requests

Tickets automatically appear in a Tickets group or board.

Daily Operations Form

Employees complete the daily report from mobile or desktop and responses populate the Daily Operations board automatically.

Dashboards

Direction dashboard:

Sales
Objectives
Blocked tasks
Losses
KPIs

Store dashboard:

Daily sales
Goals
Tasks
Priorities
Notes

BONUS:

Shopify experience
QuickBooks experience
Retail experience
Automation experience
Monday Certified / Partner

Please send:

Similar projects
Experience with Monday.com
Shopify experience
Estimated pricing
Availability