Samuel O

monday.com Dashboard & Reporting Automation Consultant

Mortgage Tree Capital • Freelance

Dec 2025 - Mar 2026 • 3 mos

Built a comprehensive monday.com executive dashboard and reporting automation system for a business intelligence consultancy. Designed custom dashboard with 15+ widgets including chart widget, numbers widget, workload widget, battery widget, countdown widget, and leaderboard widget. Configured cross-board dashboard and multi-board reporting pulling KPIs from 8 operational boards using mirror column and connect boards. Set up reporting automation to generate and distribute automated reports to leadership every Monday. Integrated Google Sheets integration and Excel integration for raw data export pipelines. Built real-time dashboard tracking project KPIs, budget reporting, team performance, and OKR reporting. Created sales dashboard and operations dashboard giving stakeholders instant visibility into pipeline health and resource capacity.

monday.com Workflow Automation & Board Design Expert

Regroove Solutions • Freelance

Nov 2025 - Feb 2026 • 3 mos

Designed and deployed advanced monday.com workflow automation and board architecture for a multi-department operations firm. Built multi-board setup with board hierarchy, folder structure, and mirror column connections across 12 departments. Configured custom automation rules including status change trigger, date arrives trigger, item created trigger, and recurring trigger for weekly reporting. Implemented approval automation, dependency automation, and deadline automation to eliminate bottlenecks. Integrated Slack integration and Microsoft Teams integration for real-time automated notifications. Built workload view and capacity planning template so managers could monitor team bandwidth. Delivered automation audit and automation optimization that cut redundant notification noise by 80% and improved automation reliability across the entire workspace.

monday.com CRM Lead Management & Email Automation Expert

Strata-G Labour Solutions • Freelance

Oct 2025 - Jan 2026 • 3 mos

Built an end-to-end monday CRM lead management and email automation system for a growing sales consultancy. Configured lead capture, lead scoring, lead routing, and lead qualification workflows using monday CRM's native features. Set up email sync with Gmail integration and Outlook integration to track all client communications inside Emails & Activities. Enabled monday CRM AI email generator and monday CRM sequences for personalized automated outreach. Built CRM pipeline with deal stage tracking, deal value, close probability, and sales forecasting dashboard. Integrated Zapier integration and Make integration to sync lead data from Typeform integration and Google Forms integration into the CRM in real time. Configured automated follow-ups, automated reminders, and automated status updates throughout the full sales cycle. Delivered a revenue dashboard tracking forecast vs. actual sales by month and rep.