Tracking KPIs in one place
We’re new to Monday, so forgive my lack of knowledge here.
We’re looking for a way to consolidate our KPIs in one place for our external stakeholders, e.g. Meta, Mailchimp, WordPress, etc. I tried an integration with DataInstaller, but it’s cumbersome and time consuming.
I want to create one dashboard for our external folks to see the data, but I don’t want it to overtake my other responsibilities.
Help!
The short answer is:
The cheapest, most powerful, and most sustainable approach for syncing disparate marketing KPIs into a monday.com dashboard is to build a server-side data pipeline using the native APIs of your external platforms, all consolidated through a custom server environment like Google Tag Manager Server Container (GTM) or a simple Google Cloud Function (GCP).
This allows you to collect data efficiently, transform it exactly how you need it, and push it directly into a monday.com board using the monday.com Platform API, all without the high per-task costs of middleware like Zapier or Make.com.
The long answer is:
To centralize KPIs from platforms like Meta, Mailchimp, and others into a single, clean monday.com dashboard, you need a smart way to collect, clean, and pipe the data.
You want to move beyond the limited “recipes” offered by basic integrations and use a scalable, low-cost solution.
The best practice here involves a “server-side” bridge:
First, collect the data directly from the source using their native APIs.
For Meta, you would use the Facebook Conversions API for real-time purchase or lead data, or the Marketing API for campaign performance.
For Mailchimp, you would leverage the Mailchimp API or webhooks to capture events like new subscribers or campaign stats.
For a platform like WordPress, you would often use webhooks triggered by form submissions or plugin events, or even Google Analytics data.
Second, send all of this raw data to a central, custom server.
This is where a tool like GTM Server Container, Stape, or a simple GCP Cloud Function (which is very cheap) becomes your crucial “bridge.” When a webhook fires from Mailchimp, or when your site’s tracking sends an event to your server (a process called server-side tagging), your custom server receives the full, raw data package.
Third, the server environment runs a small, custom script.
This script executes a few critical steps: it validates the data, transforms it (for example, converting currency or calculating a custom metric), and then constructs a perfectly formatted request to the monday.com Platform API.
This is the key to creating a clean dashboard – you control exactly which columns and item fields are updated.
Finally, the script uses a single API call to monday.com to create a new item or update an existing one on your designated KPI board.
Because you are only paying for the minimal execution time of a cloud function or the low operational cost of a GTM server, this is significantly cheaper than paying per task or per thousand operations on third-party middleware, especially for high-volume marketing data.
For external stakeholders, you can then share the monday.com Dashboard view of this board, which will show real-time, consolidated, and perfectly formatted KPIs from all your different marketing channels.
You can also connect this data to a tool like Looker Studio for public-facing reporting, also via your central server environment, making the entire solution highly versatile.
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