5 min read

Guide

Streamline your sales operations with a dedicated, pre-prepared workflow in your monday CRM Ultimate account. While monday CRM is available for all plan types (Basic, Standard, Pro, and Ultimate), in this article, we'll review the Sales Teams and Attainment board, which is available only on the Ultimate version of monday CRM.

The Sales Teams and Attainment board was built with your sales team in mind to help you track opportunities, reach targets, and understand your team's progress and success. 📈

How to use the board

The Sales Teams and Attainment board is organized by sales team, but you can organize it however it makes sense to you. Each item on the board is dedicated to a sales representative, and the columns display all of the details of the sales opportunities.

Tell me more about the columns on my board

• Rep - to assign the sales representative 
• Team - the team this sales rep belongs to
• Role - the sales rep's role
• Hiring Status - to indicate whether the sales rep is already hired, a planned hire, or on hold
• Opportunities - linking connected items from the "Opportunities" board
• Start Date - the start date of the sales rep
• This Month's Target - displays this month's target based on earnings and the month's set target
• This Month's Actual - calculates the won deals so far this month
• Monthly % to Date - calculates the amount left to reach the monthly target
• Total Yearly Target - the total annual target based on all monthly targets
• Yearly Actual - calculates the won deals so far compared with the yearly target
• Yearly Target to Date - calculates the target set from start to current date
• Yearly Delta - calculates the amount left to reach the yearly target goal
• Yearly % to date - calculates the won deals so far and compares it with the yearly target in %
• *Month* - Target - this column exists for each month in the year and shows the month's target
• *Month* - Actual - this column exists for each month in the year and mirrors the won amount of this month (from the Pipeline/Deals board)
• *Month* - % - this column exists for each month in the year and calculates the won deals so far in this month 

High-level management

Managers can take full advantage of team members' metrics, goals, and progress via the "Manager Setup View". This board view provides managers with an overview of each team member's monthly, quarterly, and yearly targets. The columns are arranged to showcase the team member's role details, followed by their total yearly target and a breakdown by month and quarter. 

Track your targets

The "Targets by Q" view lets your team step back and look at the big picture by isolating the sales target, actual wins, and the percentage of the target achieved for each of the four quarters. 

Tip: The "Targets by Q" view uses Conditional Coloring to help visually isolate each Q.

Visualize progress and results 

Transform abstract figures into charts with a dashboard view so you can clearly visualize your team's progress and track metrics with ease. There are 4 chart widgets already configured to get you started, but you can add as many widgets as you want to keep your sales team motivated and accountable.

Tell me more about the widgets!

• This month's Target VS Annual - This bar chart compares the current month's target vs actual earnings to date
• Yearly Target VS Actual - This bar chart compares the year's target vs actual earnings to date
• This month so far - This Numbers Widget calculates the total monthly earnings to date
• Total so far - This Numbers Widget calculates the total yearly earnings to date

Tip:  if you are looking for a more comprehensive and customized solution, check out the dashboard hub app. This app can be found in our app marketplace and can be used to create and share powerful dashboards and charts effortlessly. It also offers pre-built dashboard templates specifically built for CRM.