Dashboard Hub DocumentationSales CRM for monday.com Template

Sales CRM for monday.com Template

 

Overview

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.

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 https://appfire.atlassian.net/wiki/spaces/RDD/pages/146310019).

Current integrations

  • sales CRM

  • work management (with the Basic CRM template, note that it doesn’t have an activities board)

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.

See also