I’m looking to update my sales targets on the Sales Operations section of Monday CRM for the new year 2026. The common advice seems to be to duplicate the Sales Targets board and add new targets, thereby retaining the history from last year, however, the new board has connected columns to my Opportunities board to bring in Actual values from won deals each month. I therefore have Actuals data for December in my Sales Targets actuals, yet these values are for December 2025.
I can’t think of a way of doing this unless I duplicate my Opportunities board to make a 2026 version, but then I will have to modify all automations to work with the new board when Leads are qualified.
Surely there is a better way than having to duplicate every board for 2026? How is everyone else handling this new year, new targets and tracking scenario?
What's the best way to update sales targets for the new year in Monday CRM?
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