I will fix monday CRM dashboard reporting data filters widgets pipeline tracking zapier

L
lenablanc
L
lenablanc
Lena Blanc
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Sobre este Serviço

Are your monday CRM dashboards showing numbers you cannot trust, missing deals, or pipeline totals that do not match the source boards? I will fix monday CRM dashboard reporting, data filters, widgets, pipeline tracking and Zapier workflows so every KPI reflects the data your team is actually working with.


I start by tracing the reporting chain from source boards and columns through filters, widget settings, connected boards and Zapier updates. This lets me identify whether the problem comes from incorrect board selection, duplicated records, date logic, status mapping, formula errors, broken syncs or poorly configured widgets.


I will repair sales dashboards for pipeline value, deal count, owner performance, conversion stages, activity tracking and other management KPIs without rebuilding parts that already work.


You will receive corrected reporting logic, validated dashboard outputs and clear notes on the root cause. Share the affected boards, expected KPIs and examples of incorrect results, and I will audit the setup, repair the data flow and test each critical widget against the underlying CRM records before delivery.

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Lena Blanc

Monday com CRM Integration, Automation and Reporting Specialist

  • A partir deReino Unido
  • Membro desdeset. de 2026
  • Responde em aprox.:2 horas
  • Idiomas

    Inglês, Francês, Holandês
I help businesses turn monday.com into a connected CRM system that works across the tools they already use. I build and fix monday CRM workflows, integrate Google Sheets, Gmail, Outlook, Calendly, Zapier, Make.com and APIs, and troubleshoot dashboards, forms, lead routing and follow-up automation. I also configure connected boards, pipeline tracking, filters, widgets, owner assignment and booking workflows. My focus is reliable automation, accurate CRM data and practical systems that reduce manual work, prevent missed leads and give teams clearer visibility into sales and operations.