With this template, your team gains visibility into monday.com sales CRM. Create in two clicks a full-fledged dashboard to see activities, leaderboards, sales insights, key metrics of your sales funnel and business goals at a glance.
You’ll be able to set and visualize 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.
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).
work management (with the Basic CRM template, note that it doesn’t have an activities board)