Monday.com for a furniture manufacturer: teams, orders, costs and revenue in one system

A custom furniture manufacturer with a factory in Silesia and 3 showrooms (Warsaw, Kraków, Wrocław) ran operations on four disconnected Excel files. First: customer orders — what they bought, materials, deadlines. Second: cost calculations per order — materials, labor, transport. Third: production schedule — what the factory is doing in which week. Fourth: showroom revenue — who sold what, per month.

The operational cost showed. The production manager didn't know whether next week he'd have enough material for in-flight orders — because orders lived in the showroom manager's Excel and materials lived in the procurement manager's Excel. Those two Excels were reconciled once a week, by email. A customer calling a showroom for an order status often waited 2–3 days for the showroom manager to ring the factory and check.

Leadership had no live picture of profitability. Financial data was summarized once a month with a 4-week lag — meaning end-of-January, leadership saw November's numbers. „Should we run a promotion on this collection?” decisions were owner-intuition calls, not data calls. The company grew anyway — but it grew blind.

Weeks 1–2: workshops with each of the four managers (sales, production, procurement, finance) and with leadership. We mapped the real processes (not the ideal ones — the ones actually in use) and the pain points between departments. Out came the architecture of four Monday.com modules: Teams (work calendars, leave, shift cover), Orders (from showroom lead through production to shipping), Costs (per-order calculation updated in real time), Revenue (sales per showroom, per category, per period).

Build took 6 weeks — the most intense module was Orders, the most cross-functional one. Lead lands in a showroom → salesperson adds it to monday CRM with furniture configuration → cost calculation auto-generates in the Costs module → cost approval pushes the order to production → production sees the schedule per team → on completion the order returns to the showroom with a customer-update message. Power Automate orchestrates transitions between modules, monday Forms lets customers check order status themselves.

The last 2 weeks were the Power BI integration for leadership. Four dashboards: daily sales per showroom, margin per order (real-time, not monthly), production throughput per line, salesperson ranking. Every dashboard drills down to a specific order / salesperson / collection. Leadership also got a mobile Power BI App dashboard — so data is available from a phone during a meeting, not only after returning to the office.

The most immediate operational effect: a customer asking about their order status in the showroom gets an answer during the conversation. The salesperson sees in Monday „your order is being packed, ships Friday from the factory”. Previously that was a 2-day procedure with calls to the factory. Customer NPS rose by 31 points in the six months post-rollout.

Leadership got live financial data — and, more importantly, started using it. Four months after rollout they launched a promotion on the highest-margin collection (based on Power BI data) which delivered a record sales month. Leadership admitted that without current data they would never have picked that collection — intuition said something else than the numbers did.

The 22% YoY showroom revenue growth in the first year post-rollout isn't down to the system alone — but the system was a necessary precondition. Without it, leadership wouldn't have had the data for good decisions or the operational sharpness to act on them. The manufacturer is now exploring two new showroom openings and a new product line — all of it now grounded in Monday + Power BI data, not in four Excels and intuition.