Agency CRM Dashboard

Your whole agency, on one screen — Agency CRM Dashboard in Excel and native Google Sheets.

Includes Excel + Google Sheets.

WHAT'S INSIDE

• 7 connected sheets including a live Dashboard

• Leads

• Clients

• Projects

• Invoices

• Realistic example data you replace with your own

• Start Here guide + personal-use license

WHY IT WORKS

• Pipeline you can trust — Leads and deals by stage and value.

• Clients and retainers — Active work and renewals in view.

• Revenue at a glance — Monthly income and deal flow tracked.

• Nothing falls through — Follow-ups and status kept current.

YOU'LL RECEIVE

• 1 editable Excel workbook (.xlsx)

• Native Google Sheets edition — “Make Your Copy” access link (PDF)

• Start Here quick-setup guide (TXT)

• Personal-use license (TXT)

• Delivered as instant ZIP download

FORMAT

• Microsoft Excel — best compatibility (desktop recommended)

• Free Google account for the Google Sheets version

• Works on Windows & Mac

Microsoft Excel offers the best compatibility. A tested native Google Sheets version is also included through a “Make Your Copy” link.

IMPORTANT

Digital product only — no physical item will be shipped. Personal-use license. This is an organizational template: no income or other outcomes are guaranteed.