„We have dashboards on monday already.“
On the boards' own columns. This joins deals to leads on the contact detail, which is a different mechanism and therefore a check.
Für monday CRM
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.
Was verkauft wurde, an wen und für wie viel.
Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.
Die Datei
Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.
Whichever column holds it — the name varies by board, which is exactly why the join runs on the value rather than the column.
The won amount. Whatever the column is called, it needs to mean the same thing on every board you export.
When the item moved to won. Keep the created date too if the board records it.
The board's own source or channel column, exported as data to be checked rather than assumed correct.
Schritt für Schritt
Geschrieben für alle, die monday CRM im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
Do not merge them inside monday first. Reconciling in the export file is where the differences become visible rather than averaged away.
One board's number may be annual and another's the contract. Fix that once, in the file, and write down which you chose.
Including the ones that went nowhere, because they are what the channel cost.
Long enough for the cycle to complete and for board-level quirks to show up as patterns rather than noise.
The join runs on the phone and the email, normalised, so differing column names across boards stop mattering.
Was zurückkommt
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.
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 61 | $186,400 | |
| Meta Ads | 48 | $93,200 | |
| E‑Mail-Marketing | 19 | $46,600 | |
| Direkt / Unbekannt | 44 | $97,400 |
Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.
Das Argument
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.
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.
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.
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
On the boards' own columns. This joins deals to leads on the contact detail, which is a different mechanism and therefore a check.
Then the reconciliation takes minutes and you have evidence rather than an assumption.
No, and deliberately: it reads files you exported, so nothing here has access to your workspace.
No. It reads exported files, so your boards, automations and workspace stay untouched.
Won deals with a contact detail, a value and a date, plus leads with their source.
That is fine — the join runs on the phone and email values, not on column names. The values still have to mean the same thing.
No. Export them separately so the differences are visible rather than averaged away.
Decide once, apply it to the file and record the choice. Comparing the two as though they matched is the failure to avoid.
Yes, they are what the channel cost. A revenue-only view flatters the highest-volume source.
A year, so the cycle completes and board quirks show as patterns rather than noise.
That is the point. The join gives a second view and the report shows where the two disagree.
Not necessarily. Where you invoice elsewhere, export from there and the difference becomes measurable.
Any revenue with no traceable lead. Its size is stated rather than distributed.
A contact detail, an amount and a date, plus a source label. No board content, no updates, no files. Encrypted in transit and at rest and deleted with the import.
Revenue per source across every board on one definition, beside what the source columns claim, with everything unmatched kept visible.
Nach Branche
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
Andere Systeme
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
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
Nichts in monday CRM zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.