Connect Monday.com to Scoop for sophisticated pipeline analysis, deal snapshotting, and work management insights. Track how deals progress through stages, measure team performance, and combine Monday data with other business systems.

AI-Assisted Setup

When connecting Monday.com CRM to Scoop, choose "Guide me with AI" for an intelligent, guided setup experience.

Note: This setup is optimized for Monday's CRM product template (Leads, Contacts, Deals, Accounts boards). Board names may vary in your workspace.

Available Analysis Templates

Example Questions You Can Answer

Sales Pipeline:

• "What's our pipeline value by deal stage?"
• "Which deals have the highest close probability?"
• "What's our forecast for this month?"
• "What's our weighted forecast accuracy?"
• "Which stages have the highest drop-off rate?"

Leads:

• "How many new leads came in this week?"
• "What's our lead-to-deal conversion rate?"
• "Which lead sources are most effective?"
• "What's the average time from lead to qualified opportunity?"
• "How does lead quality vary by source?"

Contacts & Accounts:

• "How many contacts are associated with each account?"
• "What industries are our accounts concentrated in?"
• "Which accounts have the most open deals?"
• "What's the average deal size by account industry?"
• "Which accounts have gone quiet recently?"

Need Something Different?

If the templates above don't match your needs, select "Something else" and describe what you want to analyze. For example:

• "I want to track deals by a custom column"
• "I need to combine data from multiple boards"
• "I want to focus on a specific time period"

Scoop's AI will recommend the right configuration for your specific use case.

What You Can Analyze

Monday Instant Recipes

Get started immediately with pre-built analysis templates:

Pipeline Waterfall

Track every shift in your sales pipeline:

• What's been added, removed, won, lost, or resized
• Breakdown by deal owner and deal type
• Drill into specific deals for immediate action

Sales Operations

Comprehensive pipeline health monitoring:

• Current pipeline value and coverage
• Deal aging and stage distribution
• Risk identification and forecasting accuracy

Sales Team Performance

Real-time sales metrics:

• Pipeline performance by rep
• Deal velocity and time-in-stage
• Win rates and deal sizes by owner

Deal Distribution

Understand your business composition:

• Deal types and categories
• Revenue concentration analysis
• Product/service mix over time

Note: Instant recipes extract data from the Deal object in your Monday CRM workspace.

Snapshotting: The Power Feature

Snapshotting is the most valuable capability for Monday users. Scoop automatically captures daily snapshots of your deals, enabling analysis that Monday can't provide natively.

What Snapshotting Enables

Pro Tip: Enable snapshotting on day one. Sales ops teams typically need 30-90 days of snapshot history for meaningful cycle time and conversion analysis.

Snapshot Metrics

With snapshotting, you can answer:

• "How many deals moved from Proposal to Negotiation this week?"
• "What's the average time deals spend in each stage?"
• "How often do deals push their close dates?"
• "Which reps have the fastest stage progression?"

See Snapshot Datasets for details.

Use Cases: Monday Only

Sales Reporting

Enhanced visualization beyond Monday's native reporting:

• Multi-dimensional pipeline views
• Trend analysis over time
• Custom KPI dashboards
• Presentation-ready visuals

Pipeline Analysis

Deep dive into pipeline dynamics:

• Waterfall showing adds, removes, wins, losses
• Stage conversion funnels
• Deal aging analysis
• Coverage and forecast accuracy

Process Optimization

Understand and improve your sales process:

• Identify stages where deals stall
• Measure cycle time by deal type
• Compare rep performance patterns
• Spot leading indicators of wins

Blending Monday with Other Data

Combining Monday data with other sources unlocks powerful insights:

Monday + Marketing Data

Goal: Connect marketing activities to pipeline

Monday + Finance

Goal: Connect sales to revenue recognition

• Pipeline to revenue timing
• Forecast accuracy tracking
• Commission calculations
• Revenue by deal type

Monday + Support

Goal: Understand customer journey end-to-end

• Sales process → Support needs
• Deal complexity → Support tickets
• Customer satisfaction by deal type

Connecting to Monday

Step 1: Select Applications

On the datasets page, select Applications as a source:

Step 2: Select Monday

Choose Monday from the application list:

Step 3: Select Objects and Fields

Choose which objects and fields to extract:

Automatic synchronization includes:

• Deals — Snapshotted daily for process analysis
• Companies — Synced for account-level rollups
• People — Synced for contact analysis
• Users — Synced for rep performance

Recommended Fields

For Pipeline Analysis

For Process Analysis

Best Practices

Snapshot Configuration

• Let Scoop snapshot Deals daily (automatic)
• Sync Companies for account-level analysis
• Include all stage-related fields

Data Hygiene

• Ensure deals have proper stage assignments
• Keep close dates updated
• Use consistent deal types and categories

Analysis Cadence

Troubleshooting

Missing Deals

• Verify Monday API permissions
• Check workspace and board access
• Confirm deal object is selected

Stage Changes Not Tracking

• Ensure snapshot dataset type is configured
• Verify daily syncs are running
• Check that stage field is included

Data Discrepancies

• Compare against Monday dashboard
• Check date range alignment
• Verify filter settings

Related Topics

• Snapshot Datasets - Track deal changes over time
• Process Analysis - Visualize sales funnel
• Blending Datasets - Combine with marketing/finance
• Creating KPIs - Custom sales metrics