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?
Hello @TysonM Totally hear you. Duplicating the Opportunities board usually creates more work than it’s worth, and most teams avoid that.
The cleaner approach is to keep one Opportunities board as your source of truth and separate targets by year, not by board. Add 2026 items or a Year column on your Sales Targets board, then make sure Actuals only count deals won within the correct year using a close date or won date. This prevents December 2025 deals from rolling into 2026 targets.
If you’re using dashboards, you can also filter widgets by close date year, which keeps reporting clean without changing your automations.
Many teams do duplicate the Sales Targets board for a new year, but reconnect it to the same Opportunities board and rely on date based filtering.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here:
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