I will fix monday CRM dashboard reporting data filters widgets pipeline tracking zapier


About this gig
Are your monday CRM dashboards showing numbers you cannot trust, missing deals, or pipeline totals that do not match the source boards? I will fix monday CRM dashboard reporting, data filters, widgets, pipeline tracking and Zapier workflows so every KPI reflects the data your team is actually working with.
I start by tracing the reporting chain from source boards and columns through filters, widget settings, connected boards and Zapier updates. This lets me identify whether the problem comes from incorrect board selection, duplicated records, date logic, status mapping, formula errors, broken syncs or poorly configured widgets.
I will repair sales dashboards for pipeline value, deal count, owner performance, conversion stages, activity tracking and other management KPIs without rebuilding parts that already work.
You will receive corrected reporting logic, validated dashboard outputs and clear notes on the root cause. Share the affected boards, expected KPIs and examples of incorrect results, and I will audit the setup, repair the data flow and test each critical widget against the underlying CRM records before delivery.
Get to know Lena Blanc
Monday com CRM Integration, Automation and Reporting Specialist
- FromUnited Kingdom
- Member sinceSep 2026
- Avg. response time2 hours
Languages
English, French, Dutch
FAQ
Can you fix widgets that are missing deals or showing incorrect totals?
Yes, I can troubleshoot widget sources, filters, formulas and dashboard settings affecting your reported values.
Can you fix dashboards using multiple monday boards?
Yes, I can review multi-board sources, connected data and reporting logic across several CRM boards.
Can you build KPIs for sales performance?
Yes, I can configure practical KPI reporting for pipeline value, deal count, conversion, activities and sales progress.

