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Für monday CRM

Three boards, three column names, one question nobody can answer.

Export deals and leads from your boards, reconcile them once in the file, and get a single revenue-by-source answer.

Kein API-Schlüssel Nichts in monday CRM zu installierenNichts zu installieren Keine Karte nötigOhne Karte

CloseRev reads a monday CRM export of won deals — the contact's phone or email, the amount and the date — and matches it against the leads that produced them. Because monday boards are configured by the teams that use them, the same company often has several boards with different column names describing the same thing, and the export is where that finally has to be reconciled. Revenue with no traceable lead is reported as Direct / Unknown.

Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von monday CRM geprüft.

Die Lücke

Each team built the board it needed. None of them can be added together.

monday CRM sieht

Was verkauft wurde, an wen und für wie viel.

keine gemeinsame Zeile
Ihr Anzeigenkonto sieht

Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.

Die Datei

Was im Export stehen muss.

Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.

  1. Erforderlich

    Contact phone or email

    Whichever column holds it — the name varies by board, which is exactly why the join runs on the value rather than the column.

  2. Erforderlich

    Deal value

    The won amount. Whatever the column is called, it needs to mean the same thing on every board you export.

  3. Erforderlich

    Close date

    When the item moved to won. Keep the created date too if the board records it.

  4. Erforderlich

    Source column

    The board's own source or channel column, exported as data to be checked rather than assumed correct.

Schritt für Schritt

So holen Sie die Datei aus monday CRM.

Geschrieben für alle, die monday CRM im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export each board separately

    Do not merge them inside monday first. Reconciling in the export file is where the differences become visible rather than averaged away.

  2. Agree what the value column means

    One board's number may be annual and another's the contract. Fix that once, in the file, and write down which you chose.

  3. Export leads as well as deals

    Including the ones that went nowhere, because they are what the channel cost.

  4. Take a year

    Long enough for the cycle to complete and for board-level quirks to show up as patterns rather than noise.

  5. Upload

    The join runs on the phone and the email, normalised, so differing column names across boards stop mattering.

Was zurückkommt

Die Seite, die monday CRM Ihnen nicht zeigen kann.

Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Marketingagenturen – nicht aus einem monday CRM-Konto.

Einem Kanal zugeordnet$326,20077% von $423,600
Zugeordnete Verkäufe128 von 172nur hohe Konfidenz
Durchschn. Verkauf$2,460pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads61$186,400
Meta Ads48$93,200
E‑Mail-Marketing19$46,600
Direkt / Unbekannt44$97,400

Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.

Das Argument

Was sich ändert, wenn deal und Anzeige in einer Zeile stehen.

Flexible boards produce flexible definitions, and revenue reporting needs one

The reason a team adopts monday is that anyone can build the board they need, and that is a genuine strength for running work.

It is a weakness the moment somebody asks a question that spans boards, because 'value', 'deal size' and 'contract' were defined independently by people solving different problems.

Reconciling them in an export is not a workaround; it is the only place the definitions can be compared side by side without rebuilding everybody's board.

The report ranks on one definition, stated once, which is what makes the answer defensible when a board owner disagrees with it.

It also makes the disagreements explicit, and those are usually worth fixing at the source afterwards.

A join on the contact detail survives what a column mapping does not

Matching records across boards by an internal identifier breaks as soon as somebody duplicates an item or rebuilds a board.

A phone number and an email survive all of that, because they belong to the person rather than to the tool.

Normalisation runs first — country codes, punctuation, casing — and the report shows which key joined each row, so the match can be inspected rather than trusted.

That property is what lets this work across several boards, an old spreadsheet and a lead file from an advertising platform at the same time.

It is also why nothing here needs an integration, an API key or a developer.

The source column is a claim and the join is a check

Most boards have a source or channel column, filled in by whoever created the item, and it is exactly as reliable as that description suggests.

Joining leads to deals on the contact detail gives a second view of the same question, produced by a different mechanism.

Where the two agree, the column can be trusted. Where they disagree, the report shows the gap rather than silently preferring one.

In practice the disagreement clusters — one board, one team, one period — which usually points at a process change nobody documented.

Finding that is worth as much as the ranking itself.

Won is not paid, and on a configurable board the distance can be large

An item moved to a won group carries whatever value somebody typed, at whatever moment they decided the deal was done.

Where the business invoices from another system, exporting revenue from there instead gives the collected figure and turns the deal value into a forecast again.

The gap between them is not distributed evenly across sources, and measuring it once tells you whether it is worth the second export permanently.

Where only the board figure exists, the report uses it and labels it as such rather than implying a precision the data does not have.

Berechtigte Fragen

„monday CRM kann das doch schon.“ Nicht ganz.

Sie sagen

„We have dashboards on monday already.“

Wir sagen

On the boards' own columns. This joins deals to leads on the contact detail, which is a different mechanism and therefore a check.

Sie sagen

„Our boards are consistent.“

Wir sagen

Then the reconciliation takes minutes and you have evidence rather than an assumption.

Sie sagen

„Can you not just read the boards?“

Wir sagen

No, and deliberately: it reads files you exported, so nothing here has access to your workspace.

Fragen

monday CRM im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads exported files, so your boards, automations and workspace stay untouched.

monday CRM und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.

Heute starten

Zwei Exporte, und Sie wissen es.

Nichts in monday CRM zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.