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Fiverr Pro
English
$
USD
I will build a monday CRM dashboard with sales KPI reporting and project task tracking
Feranmi B
About this gig
Have a monday CRM but still struggle to see whats happening? I will build a clear dashboard from your existing CRM data so you can track sales activity and follow-ups in one place.
First, well agree on the numbers you need to seefor example, leads by stage, overdue follow-ups, won deals, or sales activity over time. Ill connect the agreed boards, set up suitable dashboard widgets and filters, and check that the results match the source data. Youll receive a short handover guide.
This Gig covers dashboard and reporting setup, not a full CRM rebuild or extensive data cleanup. Please message me before ordering if your data spans multiple workspaces or you need a migration or external integration. Dashboard features depend on your monday.com plan; subscriptions are not included.
Get to know Feranmi B
Feranmi B
Monday CRM and Workflow Automation
- FromNigeria
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English
I help small agencies and service businesses organize leads, follow-ups, and client delivery in monday.com. I set up practical CRM boards, project workflows, dashboards, and automations, with AI-assisted lead triage and human-approved follow-up where the client’s monday plan supports it. I focus on clear handoffs, from new inquiry to qualified opportunity to project kickoff so your team can see what needs attention next. You’ll receive an organized workspace, tested rules, and a concise handover guide. Tell me how your current process works and I’ll recommend a realistic setup before we begin.
FAQ
Do I need an existing Monday CRM?
Yes. This Gig builds the dashboard from your existing boards. Message me first if you need a CRM built from scratch.
Which KPIs can you show?
Extensive cleanup and migration are not included. Contact me before ordering if you need either.
Will you clean or migrate my data?
Extensive cleanup and migration are not included. Contact me before ordering if you need either.
Does the price include a monday.com subscription?
No. The client provides the account and any required subscription. Available dashboard features depend on the plan.
Can you connect external reporting tools?
External integrations are not included in these packages. Message me first to discuss compatibility and scope.
