How To Track Conversion Ratios in Monday CRM Without Losing Your Mind

August 26, 2025 in Uncategorized

Want to easily track conversion ratios in Monday CRM? Learn a simple board setup for better lead reporting and automations—watch now and share your own tips in the comments!

CHAPTERS

00:00 Leads Board vs Accounts

01:11 Setting Up Conversion Reporting

03:08 Creating Conversion Chart

05:16 Automation Setup

06:25 Final Tips

CLICKABLE SEARCHABLE TRANSCRIPT & VIDEO

https://share.descript.com/view/8C0ZX4G1wVt

About the author

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Patrick Fallon is the creator of the MondayWiki Community and also a Monday.com Consultant and Coach.
When he is not helping paying clients improve their Monday.com workflows, he is freely sharing his Monday knowledge with MondayWiki Community members.