The deal value

Platform discussions monday CRM
1

Hello everyone,

I have been exploring the Monday CRM, and I have a challenge. In the contacts board, I have the deal value, which I can get from the core “Deals: board. But I want to be able to get the deal value from another board entirely(this is like past records). I want to see how much each of my customers has paid. Is there a workaround without me using the Core “Deals” board? Since the other board(which is not a core board) has past records that I want to view their deal values in the contacts board.

Thanks.

2

What about adding a connected column and linking your contacts to the ‘old board’?

Desiree - www.thecleverclovers.com

3

hi @mfonb, if you need to see all past deal values or client payments in one view (even from other boards), try Time in Status for monday.com .
It can aggregate info across multiple boards - so you can track totals, stages, and even how long each deal stayed open before closing. Great for historical deal reporting without breaking your CRM setup. :briefcase:

4

Yes i did that but i also want to view all deal values too in accounts based on the company just as it was for per customer in the contacts board.

5

okay, i will also try that too. Thank you.

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