Monthly Sales Targets

Platform discussions
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1

We have an enterprise account and want to see a report on our monthly targets for all of our won opportunities. It’s my understanding that the target widget can only display one target at a time. We have different targets for each month.

The enterprise “Sales Target” board is exactly what we want to view but this view is designed per sales rep and I would have to manually click on every single won opportunities for it to display the target and not account for all new won opportunities.

Basically- we want to a widget to track our sales target for each month without having to make 12 different widgets. Any suggestions?

2

Hello @natharrah,

You’re right—the standard Target widget in Monday.com does only allow one target value per widget, which makes it tricky when you have different targets for each month and want to track them dynamically across your won opportunities.

Here are a few suggestions to make this more scalable without creating 12 separate widgets:

:white_check_mark: Option 1: Use a Chart Widget with Grouped Data

Instead of the Target widget, try the Chart widget, particularly a Column Chart or Line Chart, with:

  • X-axis: Month (you’ll need a “Month” column or a date column formatted accordingly)
  • Y-axis: Sum of revenue from “Won” opportunities
  • Group by: Month
  • Use color coding or a secondary line for monthly targets (explained below)

You’ll need a board that:

  • Has all your Won opportunities
  • Includes a Month column (can be a formula or date converted to Month)
  • Has a Target column for the target of each month

Then, you can use a mirror or connect boards setup to bring in target data if it’s on another board like “Sales Targets”.

:white_check_mark: Option 2: Mirror Monthly Targets into a Master Board

Create a “Sales Summary” board where:

  • Each item = One month (Jan, Feb, etc.)
  • Columns:
    • Target amount (manually input or automated)
    • Actual (pull from mirrored sum of won deals for that month)

This way you can:

  • Use a single Number Widget or Battery Widget per row
  • Or a Chart widget with each month as an X-axis value and show target vs actual in the same chart

:white_check_mark: Option 3: Custom Dashboard with Views

If you’re on Enterprise, you may also be able to create a custom app or use advanced dashboard filters to:

  • Create a widget that dynamically filters by month
  • Combine multiple values into a single view

Or use Advanced Filters + Dashboard Templates where the same widget filters by current month via dashboard settings or filtered views.

:wrench: Pro Tip: Use Formulas to Automatically Assign Months

If your “Won Opportunity” board has a date column:

monday

CopyEdit

FORMAT_DATE({Close Date}, "MMM YYYY")

…can help assign a “Month” value automatically, making filtering and grouping cleaner. Let me know with a like if this helps or ask for more information!

3

Hi Natalie, MK here from Mindflows. To track your monthly sales targets for won opportunities without creating 12 different widgets, try these options:

  1. Custom Report/Dashboard: Create a report or dashboard that aggregates all won opportunities and displays the sales targets by month. Use filters to easily switch between months or sales reps.
  2. Calculated Fields: Set up a formula field to calculate and display the total sales target for all won opportunities in a given month. This can be shown in one widget.
  3. Automation: Use workflows to automatically assign the correct monthly target to each won opportunity, and display this data in a consolidated view.
  4. API/BI Tools: Use external tools like Power BI or Tableau to pull data from your CRM and create custom reports with dynamic monthly targets.
  5. Custom Widget: If needed, build a custom widget to display sales targets dynamically for each month.

The best option depends on your CRM’s features, but a custom report/dashboard with dynamic filters is often the quickest solution.