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