Monday.com Dropdown Template for Sales Pipeline

Sales Pipeline Template Overview

Track opportunities with multi-level territory cascading and deal automation.

Board Structure

Groups

• Prospecting
• Active Deals
• Closing
• Won
• Lost

Columns

Column	Type	Purpose
Opportunity	Text	Track opportunity
Account	Text	Track account
Region	Dropdown	Options: North America, EMEA, APAC, LATAM
Territory	Text	Track territory
Stage	Dropdown	Options: Prospect, Qualified, Demo, Proposal, Negotiation, Closed
Value	Number	Track value
Close Date	Date	Track close date
Rep	Person	Track rep

## Dropdown Configuration

Region

Options: North America → EMEA → APAC → LATAM

Stage

Options: Prospect → Qualified → Demo → Proposal → Negotiation → Closed

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Stage changes to Demo → create demo prep task + notify SE team
• When Stage changes to Closed → update forecast + trigger onboarding
• Cascade: Region → Territory → Rep

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Prospecting, Active Deals, Closing, Won, Lost
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships