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I will build a monday CRM dashboard for sales KPI reporting and task tracking
Edward Noland
About this gig
Turn your monday CRM data into a clear view of your sales pipeline and project progress.
I will build a dashboard using your existing boards so you can see what needs attention, track performance, and manage follow-ups in one place.
Depending on your package and monday.com plan, I can set up:
Sales KPI reporting and pipeline visibility
Leads and deals by stage, owner, or status
Won-deal value and sales activity trends
Overdue follow-ups and upcoming tasks
Project progress, deadlines, and task completion
Dashboard widgets, board connections, and filters
Well agree on your reporting goals first. Ill then configure the dashboard, check the results against your source data, and provide a short handover guide. youll receive an organized dashboard tailored to the metrics your team needs for daily decisions.
This service uses existing boards. CRM rebuilds, extensive data cleanup, migrations, and external integrations require separate scope. Subscriptions are not included, and available features depend on your plan.
Message me with your board structure and the KPIs you want to track so I can recommend the right package.
Get to know Edward Noland
Edward Noland
Project Management, Automation Expert, CRM, AI Business Workflows
- FromFrance
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English, French
Hi, I'm a Project Management & Automation Expert helping businesses streamline operations, automate repetitive tasks, and build efficient workflows.
I work with Make, Zapier, n8n, ClickUp, Asana, Trello, Monday.com, GoHighLevel, CRM systems, APIs, webhooks, and AI.
I specialize in:
✓ CRM & workflow automation
✓ AI-powered business processes
✓ Project management systems
✓ CRM integrations
✓ Lead management & follow-ups
Let's turn your manual processes into efficient, scalable systems.
Other Software Development Services I Offer
FAQ
What can you track in my monday dashboard?
I can configure reports for leads by stage, deal value, sales activity, overdue follow-ups, project progress, and task completion, depending on your data and monday.com plan.
Can you use my existing CRM and project boards?
Yes. This gig focuses on dashboards built from your existing boards. I’ll review their structure and confirm whether they contain the fields needed for your reports.
Which monday.com plan do I need?
The required plan depends on your dashboard features and number of connected boards. Message me with your current plan and reporting goals so I can confirm compatibility before ordering.
Does this include automations, data migration, or a CRM rebuild?
This dashboard service does not include automations, migrations, extensive data cleanup, or a full CRM rebuild. If needed, we can discuss a separate quote before ordering.
What will I receive, and what do revisions cover?
You’ll receive the agreed dashboard, checks against your source data, and a short handover guide. Revisions cover adjustments to the agreed widgets, filters, and layout. Additional boards or reports require extra scope.
