Eles dizem
“We have dashboards on monday already.”
Nós dizemos
On the boards' own columns. This joins deals to leads on the contact detail, which is a different mechanism and therefore a check.
Para 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.
Sem chave de API Nada para instalar no monday CRMNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio monday CRM em 24 de setembro de 2026.
A lacuna
Each team built the board it needed. None of them can be added together.
O monday CRM vê
O que foi vendido, para quem e por quanto.
nenhuma linha em comum
Sua conta de anúncios vê
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
O que a exportação precisa ter.
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
- Obrigatória
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.
- Obrigatória
Deal value
The won amount. Whatever the column is called, it needs to mean the same thing on every board you export.
- Obrigatória
Close date
When the item moved to won. Keep the created date too if the board records it.
- Obrigatória
Source column
The board's own source or channel column, exported as data to be checked rather than assumed correct.
Passo a passo
Como tirar o arquivo do monday CRM.
Escrito para quem está com o monday CRM aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
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.
-
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.
-
Export leads as well as deals
Including the ones that went nowhere, because they are what the channel cost.
-
Take a year
Long enough for the cycle to complete and for board-level quirks to show up as patterns rather than noise.
-
Upload
The join runs on the phone and the email, normalised, so differing column names across boards stop mattering.
O que você recebe
A página que o monday CRM não consegue mostrar.
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Agências de marketing — não de uma conta do monday CRM.
Atribuída a um canal$326,20077% de $423,600
Vendas com correspondência128 de 172só alta confiança
Ticket médio$2,460por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 61 | $186,400 | |
| Meta Ads | 48 | $93,200 | |
| E‑mail marketing | 19 | $46,600 | |
| Direto / Desconhecido | 44 | $97,400 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
O que muda quando cada deal e o anúncio ficam na mesma linha.
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.
Perguntas justas
“O monday CRM já faz isso.” Não exatamente.
Eles dizem
“Our boards are consistent.”
Nós dizemos
Then the reconciliation takes minutes and you have evidence rather than an assumption.
Eles dizem
“Can you not just read the boards?”
Nós dizemos
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.
Por setor
Setores que usam o monday CRM.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Agências de marketingMostre a cada cliente a receita que vocês realmente geraram.
- SaaS B2BQuais canais geraram negócios ganhos, e não MQLs?
- Consultoria empresarialQuais canais geraram projetos fechados?
- Recrutamento e seleçãoQuais canais trouxeram clientes que contratam?
- Construção comercialQuais canais geraram as obras que você ganhou?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Qualquer um dos arquivos Zoho CRM Small and mid-sized teams Qualquer um dos arquivos O que exportar Qualquer um dos arquivos Pipedrive Equipes de vendas que vivem na visão de pipeline Qualquer um dos arquivos O que exportar Qualquer um dos arquivos Copper Relationship-led firms Qualquer um dos arquivos O que exportar
Todos os 97 sistemas 
monday CRM e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Duas exportações, e você vai saber.
Nada para instalar no monday CRM, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.