Comparison of current and last year’s metrics in one Excel chart
On Sale
$40.00
$40.00
This dashboard is designed to help you track leads, manage customer relationships, and analyze sales performance with real-time insights — all inside Excel.
🔹 Key Highlights:
- 👥 Track active customers & client growth
- 📈 Monitor sales pipeline and deal progress
- 🎯 Key CRM KPIs (Customers, Relationships, Management)
- 📊 Interactive charts and visual reports
- 🔄 Auto-updating metrics using Excel formulas
- ⚡ No VBA, no macros, no add-ins required
🔹 Ideal For:
- Sales teams
- Small & medium businesses
- Freelancers & agencies
- CRM & sales managers
🔹 How It Works:
- Enter your customer, lead, and sales data
- Use built-in filters to analyze performance
- Instantly view updated charts and KPIs
🔹 Requirements:
- Microsoft Excel 2019 or later
- Works fully offline
📦 You Will Receive:
- 1 fully editable CRM Dashboard (Excel file)
- Clean, organized sheet structure
- Ready-to-use professional layout