◈ Board Value

$—

Excl. Shipped / Cancelled / Archive

▲ Shipped Today

$—

—

◁ Shipped Yesterday

$—

—

⌀ Avg / Day (20d)

$—

—

◎ Avg Bookings

$—

From Config

—

Name	Priority	Dom/Int	Date	P.Desc.	QTY	Product	$ Total

Hide MFG Done

Auto-refresh:

⚡ Escalations

—

Due ≤ 7 days

⚠ Overdue

—

Past due date

◎ Due Today

—

▣ Trufig

—

Product starts with 5

◈ Tomorrow

—

◈ In 2 Days

—

◈ In 3 Days

—

▼

⚡ ESCALATIONS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

OVERDUE

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days Late	Priority
Load data to view

▼

DUE TODAY

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Priority
Load data to view

▼

▣ TRUFIG ORDERS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

TOMORROW

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

IN 2 DAYS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

IN 3 DAYS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

≥ 82% Green 70–81% Amber < 70% Red

Auto-refresh:

◉ Plant Average

—

Weighted across 8 depts

● On Target

—

≥ 82%

◐ Monitor

—

70–81%

○ Below Target

—

< 70%

Load data to view

SKILLS

PeopleSoft Workflow · Automation Tools · Board 1543205117 · By Mike Limon

📂 Backlog Excel No file loaded — used by Money Sync & Holds Analyzer

💰

MONDAY MONEY SYNC

Reads PeopleSoft Backlog Excel and updates the Money column in Monday.com.
Only updates items where Money is empty. Skips PIDs. Marks unmatched as "Not in Backlog".

⚠ Load Backlog Excel above to enable

0 / 0

✓ 0 updated ⊘ 0 skipped ✗ 0 not in backlog ◈ 0 PIDs

🔍

PID CHANGE DETECTOR

Scans the board for items with the same Order + Line + SKU but different PID numbers.
Moves the older (cancelled) PID to "Cancelled from the Order" and marks PS Status as "Cancelled PID".

Auto-scan:

Scanning...

◈ 0 duplicates found ↳ 0 moved to Cancelled ✓ 0 clean

🔒

HOLDS ANALYZER

Reads FIELD_LIST1 from the Excel to identify holds. Crosses against Monday.com to show which holds are in the system vs not yet released to factory.

⚠ Load Backlog Excel above to enable

0 / 0

⚑ 0 total holds ✓ 0 in Monday ✗ 0 not released

Order	PID	Customer	Product	Hold Reason	Req Date	$ Value	Status

END OF THE DAY REPORT

James Loudspeaker · Buildings 2185 + 2220

Department	Safety	Quality	Productivity	Materials	Equipment	Help Needed
Load data to begin.

From

Milestone basis

SKU filter

Customer filter

Include Trufig (5xxxx) Include PIDs (0002xxxxx)

MANUFACTURING DONE — BY FAMILY

Family	Count	On-time	%
Loading…

SHIPPED — BY FAMILY

Family	Count	On-time	%
Loading…

MANUFACTURING DONE — BY SKU

SKU	Description	Count	On-time	%
Loading…

SHIPPED — BY SKU

SKU	Description	Count	On-time	%
Loading…

Item	SKU	Customer	Committed LT	Actual	Δ days	Status
Select a SKU above

CHECKING ACCESS...

🔒 CONFIGURATION

Enter password to unlock

⚙ CONFIGURATION

✓ Saved!

🔑 API Keys & Security

Monday.com API Key Used by Money Summary, Delivery Schedule & Skills

Asana PAT Used by PID Detector to create Asana tasks

Money Sync Password Required each time Money Sync is executed

🔌 Board IDs

Main Board ID PeopleSoft Workflow board

Archive Board ID Update each quarter when board changes

📊 Manual Metrics

Revenue Shipped Last 20 Days ($)

Manual OFF

Using Archive data

Average Bookings ($) Informational — shown on main dashboard

🪣 Bucket Configuration

Set low/high day limits and assign Monday.com groups. Load data from Money Summary first.

Load data from Money Summary tab first.

MONEY SUMMARY

DELIVERY SCHEDULE

WORK IN FRONT

SKILLS

END OF THE DAY REPORT

LT PERFORMANCE

CONNECT TO CLAUDE

⚙ CONFIGURATION