What is it?

The Deal Stages widget helps you track your progress with your leads and deals in a visual and comprehensive way. The widget is interactive - if you mark your progress on the widget then the item will be updated as well.

The widget also allows for the following:

display the amount of time spent at each stage of the deal or relationship
easily reopen a closed or abandoned deal from the last active stage

The Deal Stages widget is built into monday CRM. You can find it on the Leads and Deals boards.

Availability

Currently, the Deal Stages widget is automatically added to the monday CRM product for those who purchased a subscription on or after July 12, 2022. If you do not see this widget available on your subscription, you can gain access to this tool by opening up the updates section of an item and then adding the Deal Stages widget:

How to use the widget

The Deal Stages widget is built into the Leads and Deals boards. For this example, we'll look at the Deals board.

When a Deal is added to the Deals board, you can find the Deal Stages widget by opening the updates section.

The widget lives in the Overview tab.

As you'll see when you open the tab, the widget will update automatically! You have several customization options that will be covered in the next section of this article, but the widget will be up and running as soon as the item is created and filled out.

Tip: Wanting to understand your sales funnel? By hovering over a stage it will show you the time period of that stage, so that you can keep track of how much time a lead takes to move on to the next stage.

Customizing the widget

You can adjust the Deal Stages widget's settings to customize it for your team. The settings will apply for all Deal Stages widgets on your board.

Open the Settings

To adjust the widget's settings, open the "Settings" using the gear icon.

All of the options for customization will be listed on the right side.

Status labels and deal stages

In the top section, you can choose the Status column you want to see in the widget. Then, you can choose which status labels to use as phases. If the labels aren't listed in your preferred order, you can drag and drop the labels into your preferred order by hovering over a checked label:

Final phase

In the next section, you can customize options for the last stage of the deal. For the final phase label, you can type in anything that works for your team! You can also set which status labels will be used for a deal when it is complete or incomplete.