CRM Dashboard

Monitor your customers, sales pipeline, and team performance in one clear and interactive CRM Excel Dashboard.

This dashboard helps you track leads, deals, and customer activity while giving you real-time insights to improve follow-ups and close more sales.

🔹 Key Features:

• 👥 Customer & lead management overview
• 📈 Sales pipeline tracking (Leads → Opportunities → Closed Deals)
• 🎯 KPI metrics (Conversion rate, Win rate, Total revenue)
• 📊 Interactive charts & filters
• 🔄 Automatic updates with Excel formulas
• ⚡ No VBA, no macros, no add-ins

🔹 Best For:

• Sales teams
• Small & medium businesses
• Freelancers & agencies
• CRM & sales managers

🔹 How to Use:

1. Enter customer, lead, and deal data in the input sheets
2. Use filters to analyze performance by date, sales rep, or status
3. Instantly view updated KPIs and charts

🔹 Requirements:

• Microsoft Excel 2019 or later
• Works completely offline

📦 Included:

• CRM Dashboard (Excel file)
• Clean & professional sheet structure
• Ready-to-use layout with editable fields

💡 Stay organized, track every opportunity, and close more deals using this CRM Excel Dashboard from DashCraft.