monday CRM Dashboards Setup: Step-by-Step Complete Guide

In this video, I walk through how to build lead and deal dashboards in monday CRM. The default sales dashboard is helpful but it does not include a lot of essential metrics especially lead attribution. Also, in order to get the proper lead data, you must have a similar setup as the one I created in this video: https://youtu.be/6Hv4S5y9teE?si=QMEcpvhqxz6ZMQ_r

Or, if you have lead attribution carried throughout the lead and deals boards, you should be all set.

These dashboards will answer questions like...
Where are your leads are coming from?
How many leads are you getting each month?
How much revenue are you actually closing?
What’s sitting in your pipeline right now?

🚀 What You’ll Learn in This Video
How to build Leads & Deals Dashboards from scratch

How to track:
- Leads created per month
- Lead source attribution
- Leads this month vs. this year
- How to identify missing or broken attribution data
- Closed-won revenue
- Active pipeline value
- Average deal size
- Revenue closed per month
- Sales activity by rep
- Common dashboard mistakes that cause inaccurate data

00:00 Intro
00:15 Default Sales Dashboard
01:30 Create Leads Dashboard
03:03 Number of Leads per Month Chart
07:56 Number of Leads by Lead Source Pie Chart
12:08 Number of Leads per Month Quantity
14:00 Revenue by Lead Source Chart
19:08 Create Deals Dashboard
19:45 Annual Revenue Gauge
22:45 Average Deal Size
23:52 All Active Opportunities Pipeline
26:08 Total Revenue Closed per Month
27:55 Sales Activity Tracking
30:30 Learn More

To learn more or looking for help with monday.com?
Check out our website: https://www.processflowpros.com/
Book a Call: https://forms.monday.com/forms/8cad10c42d1fdcd7ad08e10cf9ae8609?r=use1
Free monday.com Trial: https://try.monday.com/pfpyt_trial

Disclaimer: The free trial links above are affiliate links we receive commission from (at no cost to you) if you purchase a monday.com. We appreciate your support and will continue making more educational videos like this one.
#monday #mondayexpert #mondaytraining #sales #crm #automation #tutorial #howto #tips #projectmanagement #operations #salesautomation #businessautomation #crm #crmautomation

Видео monday CRM Dashboards Setup: Step-by-Step Complete Guide канала Charlie - Process Flow Pros