Improve sales pipeline

Having full visibility of your sales pipeline and forecasting accuracy means no opportunities slip through the cracks. With monday sales CRM, improve sales pipeline visibility and improved forecasting ability.

Best for

#Sales
#CRM
#Managers

Overview

Keep track of sales projections and see where opportunities stand with a visual pipeline. Set deal value and close probability, leverage reports to track forecast vs. actual sales, and drill down forecast by any criteria to optimize your pipeline. With this use case, see how you can:

1

See all opportunities with a transparent view of your pipeline so you never miss a deal.

2

Customize your pipeline to suit the needs of your team and business, without any IT help.

3

Easily manage and adjust predicted sales projections based on past business data, from one place.

4

Gain data-based insights of team performance, pipeline, revenue, and expected collections.

5

Manage team quota and track attainment over time to maximize sales performance.

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Template version includes:

Full solution includes:

See it in action

Results by the numbers

75

%

92

%

increased sales forecasting accuracy
increased monthly revenue

"monday.com has helped us focus on what really matters - spending time with our prospects and customers and closing deals."

Josh Sheridan
Sales Manager | monday.com

Integrations & Apps

Implementation time

6-10

hours

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Overview

Keep track of sales projections and see where opportunities stand with a visual pipeline. Set deal value and close probability, leverage reports to track forecast vs. actual sales, and drill down forecast by any criteria to optimize your pipeline. With this use case, see how you can:

1

See all opportunities with a transparent view of your pipeline so you never miss a deal.

2

Customize your pipeline to suit the needs of your team and business, without any IT help.

3

Easily manage and adjust predicted sales projections based on past business data, from one place.

4

Gain data-based insights of team performance, pipeline, revenue, and expected collections.

5

Gain data-based insights of team performance, pipeline, revenue, and expected collections.

See it in action

Top use cases

https://efficiencyimpact.monday.com/use-case/improve-sales-pipeline