Average Days in Stage

Overview

There are several strategies or best practices for improving our sales pipeline process, such as tracking key metrics, prioritizing the most promising leads, and minimizing the length of the sales cycle. To make the most efficient use of our team and resources, it's important to minimize the amount of 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 shows the average number of days that deals remain 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