How to Setup monday CRM Dashboards: Step-by-Step Tutorial for Leads & Deal Revenue

Written By Charlie F

Introduction

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:    • How to Setup monday CRM: Step-by-Step Comp...   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

  • 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

👉 Watch the video to learn more.

monday.com CRM setup: Complete Guide for Beginners

If you’re interested in building more advanced workflows or automations, feel free to reach out.

To learn more, book a free consultation today! Try monday.com for free

Charlie F
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