Monday.com Sales Pipeline Board With Stage Definitions
Define stages, entry criteria and follow-up rules.
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Set up a sales pipeline board on monday.com for [BUSINESS]. Sales process: [SALES_PROCESS]. Typical deal size and cycle: [DEAL_SIZE_AND_CYCLE]. Team: [SALES_TEAM]. Stage probabilities (placeholders until we have history): [PROBABILITIES]. Define stages with an entry criterion for each (what must be true before a deal moves in), the columns needed, and a follow-up rule per stage. Forecast method: deal value times a stage probability. Worked example: three deals of 10,000, 6,000 and 4,000 at 0.5, 0.3 and 0.2 give 5,000 + 1,800 + 800 = 7,600 weighted. The probabilities are placeholders for the team to set from its own history, and the forecast is not certain. Record closed-lost reasons in a dropdown rather than free text, so they can be analysed. Suggest a 30-minute weekly pipeline review with three questions. Mark any formula or column behaviour you are unsure of [VERIFY]. Keep the entry criteria testable by someone reading the deal record, with no judgement words such as 'good fit'. Tell me which stage is most likely to be defined badly and how to check it after a month.
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Invented forecast. Deals: 10,000 at 0.5, 6,000 at 0.3, 4,000 at 0.2. Weighted total = 5,000 + 1,800 + 800 = 7,600. Stage definitions: Qualified (budget confirmed), Proposal (quote sent), Negotiation (terms discussed), Won, Lost with a reason from a dropdown (price, timing, competitor, no decision). Weekly review: 30 minutes; deals without a next step are flagged. Probabilities are placeholders until three months of data are available. Review the probabilities after one quarter using the share of deals at each stage that were eventually won, with at least 20 deals per stage before trusting the figure.
Illustrative only, made-up data. Your results will differ and must be reviewed.