Your whole portfolio — planned vs. actual, budget & risk — in one rollup
monday's native dashboards stop at the board: no portfolio rollup, no budget variance, and a hard cap on connected boards. Summa rolls up planned vs. actual, budget variance, completion, and what's at risk across every board you choose — and auto-detects your columns, so it works the moment you drop it on a dashboard.
Auto-detects your estimate, actual, status & date columns — no setup. 14-day free trial. Reads board data only; we never store personal data.
monday dashboards stop at the board. Your work doesn't.
A native dashboard can only connect a handful of boards, can't roll a portfolio up across them, and has no concept of planned-vs-actual or budget variance. Summa fills exactly that gap — one decision-ready view across everything.
Rolls up across every board
Aggregate as many boards as you select — past the native connected-board limit. Big programs and multi-team portfolios finally fit in one widget.
Planned vs. actual & variance
The thing monday dashboards can't do: sum your estimate vs. actual columns and surface budget/effort variance — in story points, hours, or dollars.
Auto-configures itself
Summa detects your estimate, actual, status, and date columns automatically. Drop it on a dashboard with boards connected and the rollup is just there — no forms.
At-risk & overdue, surfaced
Flags projects that are over budget or overdue against a threshold you set, and ranks the biggest variances first — so attention goes where it's needed.
From scattered boards to one rollup, in three steps
Everything runs inside monday as a dashboard widget. No backend, no developer, read-only access to the boards you choose.
Add
Drop the Summa widget onto any dashboard and connect the boards you want to include. One click, no setup wizard.
Auto-map
Summa detects your planned/estimate, actual/spent, status, and date columns and renders the rollup instantly. Remap anything in Settings if you want.
Track
Read it at a glance — summary cards, a planned-vs-actual chart, and a sortable project table. Roll up by board, group, status, or initiative.
Built to do one thing well
Summa is a focused portfolio rollup — not a heavyweight BI tool you have to wire up. Here's exactly what it is and isn't.
What Summa does
- Rolls up planned vs. actual & budget varianceAcross every board you select, in points, hours, or dollars
- Aggregates past the native connected-board limitBuilt for portfolios bigger than one dashboard
- Auto-detects your columns on first loadEstimate, actual, status, and date — no manual mapping
- Flags at-risk & overdue, biggest variance firstWith an at-risk threshold you control
- Cards, a planned-vs-actual chart, and a sortable tableRoll up by board, group, status, or initiative
What it isn't
- A data warehouse or heavyweight BI suiteIt reads your boards live — nothing to ETL or maintain
- Something that changes your boardsRead-only via boards:read — it never writes
- A collector of personal dataStores only your widget config; no external servers
- A generic chart widgetPurpose-built for portfolio & budget rollups
Simple pricing
One plan, everything included. Try it free for 14 days.
- Unlimited boards in the rollup
- Planned vs. actual, budget variance & at-risk
- Auto-column-detection + manual mapping
- Roll up by board, group, status, or initiative
- Cards, planned-vs-actual chart & sortable table
See your whole portfolio in one view
Add Summa to a dashboard and your rollup appears in minutes — no setup.
Get Summa on monday