Average Days in Stage

Overview

There are several strategies and best practices for improving our sales pipeline process, including tracking key metrics, prioritizing the most promising leads, and reducing the length of the sales cycle. To maximize the efficiency of our team and resources, it's essential to minimize the time spent in each stage of the pipeline. To do this, we can assign more salespeople, identify bottlenecks, and analyze the root causes of slow-moving deals.

This gadget displays the average number of days that deals remain in each stage and compares it 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 filter feature; 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 during which 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 https://appfire.atlassian.net/wiki/spaces/RDD/pages/146310010, but drop us a line in case you want us to expedite a specific one, visit our https://appfire.atlassian.net/wiki/spaces/RDD/pages/146309984.

Dashboards

This gadget appears in the following dashboard: https://appfire.atlassian.net/wiki/spaces/RDD/pages/201031772.