Sales CRM for monday.com Template
Overview
With this template, your team gains visibility into monday.com sales CRM. Create a dashboard to visualize activities, leaderboards, sales insights, key metrics of your sales funnel, and business goals at a glance.
Use it to set goals for your sales representatives in both, number of deals and value with the Leaderboard gadget; see where in the funnel your sales process can be improved or is in need of additional resources with the Average Days in Stage and the Average Deal Value per Stage gadgets; and track the activities in your deals per time period with the Activities gadget.
Gadgets
This dashboard template comes with a set of gadgets that you can organize as you see fit: Configure, remove or add more gadgets (see Add and configure gadgets).
Current integrations
monday.com Sales CRM
monday.com Work Management (with the Basic CRM template)
We are working on our growing catalog of Product and data connections. Please let us know if you don’t see what you need by submitting a request through our support portal.
Need support? Create a request with our support team.