monday.com Implementation Consultant
5 minutes
monday.com | Master Board | Store Management | Franchise Management
Master Data | monday.com | client board | master board | dashboard limitations | cross-board sync | consolidating data | Master Board | cross-board | High-level board monday.com | monday.com dashboard limits | monday.com for retail
Store managers | Sales departments | Franchise Managers | Corporate | Retail
Does your business have multiple stores and franchise? Do you manage your operations on monday.com? Are you scaling up quickly? If yes, we got the perfect monday.com application for you!
We designed Master Data with the vision of having everything in one place – your Master Board. Multiple boards? No limits. Large amount of data? All in one high-level board in monday.com. Data centralization? Simplified.
See how Master Data helps with store and franchise management.
Tracking down store performance in one master board isn’t bad- in fact, that’s also what we want! But if the following sounds like your current setup, this is why that alone isn’t efficient in the long run:
You need a person who constantly updates the information on this board; and that person has to manually receive and collect data from each of your store or franchise.
All of your managers have access to this board, and they all work in one place.
In the first case, centralizing data is done manually. This opens the room to a lot of error and lost time in reporting. In the second case, multiple people are working in one board to which they all have access – meaning, not only they can see the performance of each store, they can edit it as well.
On the other hand, you may already be using different boards – but you find yourself managing more and more boards in monday.com. Soon, monday.com dashboard limits stop you from making a single dashboard for all your boards.
Surely, there must be a better way of doing things, right?
Take full advantage of monday.com by setting up individual boards for each of your store or franchise! One of the foremost reasons this is good practice is that each store gets to report their performance only in their own board. What this means is they will have their own dedicated place where they can update all of their key performance indicators. But there are other benefits as well:
Sales information of that store are nicely stored and organized which you can use to easily generate store reports.
They will not have access to all of the data from other stores.
You don’t have to worry about unintentional (or deliberate!) data errors.
But you may be wondering – where can I see all of my data if they’re in separate boards? Don’t I have to create a new board as well – a high-level board in monday.com – with all of the sales data I need? Well, yes- and no.
Yes, it’s great to have a Master Board to see every sales data in one place. But no, you won’t have to manually update information from stores anymore. Master Data takes care of that for you with its cross-board sync functionality!
Master Data centralizes all of the data from of each of your individual stores into one Master Board. This is what others call a high-level board or centralized board because every data flows in to here. Through its cross-board sync functionality, Master Data syncs every item and any column value change from the source boards, which in this case, are your individual store boards.
Say one of your stores report their sales and expenses in their board. This data will then be synced into the Master Board. No manual connections, no copy and pasting between boards, no calling store managers to ask for information. They simply update it in their store boards and it gets routed to the Master Board! Amazing, right?
Master Data makes this possible with only two automations – one installed in your source board and one installed in the Master Board. After these automations are installed, and the configurations set up properly, start watching as your data automatically flows from every store to the high-level board in monday.com!
If you’re using monday.com for a time now, you might be thinking- I don’t need this, I can just use the connect column features or a dashboard in monday.com. That’s a good point – but soon, you’ll find yourself experiencing the following roadblocks:
Connecting each item to another board takes too much time and effort.
You exceed more than 20 (for Pro) and 50 (for enterprise) individual boards, making it impossible for a single dashboard to report all data.
With Master Data, data is synced automatically. You don’t need to worry about manually connecting items or monday.com dashboard limits so this is perfect when your company is scaling up!
With Master Data’s cross-board functionalities, your Master Board makes it easy to have a centralized dashboard with all the reports you need from your stores. Because every data is contained in a single board, everything can be easily be filtered as you want it to appear. See monthly, quarterly, and even yearly sales data as you continue to grow your Master Board! Moreover, you can easily track performance of each store vis-a-vis the other stores.
Don’t let the complexity of managing multiple stores and franchises slow your down. Get full visibility and take control of your business with Master Data. Connect up to many boards as you want without worrying about monday.com dashboard limits. With its seamless cross-board sync functionality, making data-driven decisions has never been this easy.
📅 Book a demo today to see how Master Data can help your business.
Collect all tasks across different monday.com boards on one master board providing complete visibility and control over your data.
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Mint Consulting Australia Pty Ltd (ABN: 13 629 524 572) is a Sydney-based CRM and Salesforce Managed Services consultancy specializing in implementations, integrations, and business strategy, supported by a skilled local team of consultants, solution architects, and developers.