Total Deal Value per Stage

Overview

A customer relationship management (CRM) system can help identify opportunities for closing more sales. Our sales pipeline consists of multiple stages, and different salespeople have different skills for advancing deals through these stages. By quickly reviewing which stages have higher sales volumes, we can quickly respond and utilize our best skills to take advantage of these opportunities.

This gadget shows the total value of deals in each stage and how it compares to the previous period.

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Configuration

Name your gadget meaningfully, so everyone knows at a glance what it is about and when to use it. Fill out the rest of the fields as applicable, namely:

• The datasource, indicate the monday.com account where you want to fetch the data from.

• The workspace and the board where the deals are located. The workspace has to be from monday.com sales CRM, and the board Deals.

  • The filter for the board items. You can filter the items of the Deals board using the filtering mechanism, the selected values will be the ones displayed in the chart.

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• The Filter by deal date, select the period of time where the deals to be displayed occurred.

• Finally, indicate if you want to use the current settings for all the compatible gadgets in the dashboard. This option eases the pain of configuring one by one the rest of the gadgets with the same default configuration

Integrations

• sales CRM

• work management (with the Basic CRM template)

We are working on our growing catalog of Dashboard Integrations: Supported Products, but drop us a line in case you want us to expedite a specific one, visit our Help Center.

Dashboards

This gadget appears in the following dashboard: Sales CRM for monday.com Template (see Sales CRM monday.com dashboard).

See also