Customer relationship management Excelīest Feature: Quick view of high-level sales information You also get an easy-to-filter pipeline view, as well as space to record all the information you need about each new lead and opportunity. This more robust template includes a CRM dashboard in Excel that tells you the status of your leads, your top salespeople, best lead sources, and more. CRM Excel spreadsheet templateīest Feature: Simple dashboard that shows pipeline and can be filtered by sales rep It also includes space to record essential lead and opportunity data, such as contact information, next actions, deal size and probability, and more. Want to get a view of the current status of leads and opportunities? This CRM dashboard template gives you graphs for total leads, leads by source, opportunities, and deals by stage. Excel CRM spreadsheet templateīest Feature: Graphs to show leads and opportunities at a glance If you want to see information about new leads by their source, this dashboard gives you an easy, visual view of how many leads are coming in, the total and average lead value, and where the majority of new leads come from. You get a summary of your total opportunities, what stage they are currently in, and the total revenue potential, won, and lost.īest Feature: Lead generation information at hand This CRM spreadsheet template gives you a simple dashboard without the fluff. CRM Excel template: free downloadīest Feature: Visual summary of sales pipeline These dashboards will help you do that by giving you a clear view of your sales pipeline and sales funnel, as well as a high-level view of your top leads: 1. Generating new leads includes following a sales process and tracking the results of each stage in that process. 3 Excel CRM dashboards prioritizing your customersħ CRM Excel dashboards focused on lead generation.4 CRM dashboards in Excel concentrated on revenue growth.7 CRM Excel dashboards focused on lead generation.The right dashboard will help you keep track of sales, see how your lead generation tactics are working, and see an overview of customer satisfaction and company growth.Ĭheck out our master list of the top 14 CRM dashboard templates for Excel, including: The next step to upgrading your organizational system from paper to digital is with a CRM Excel dashboard. If you’re a small business (or a growing startup), you may have been using post-it notes and a dry-erase board to keep track of sales and make lists of your hot leads.īut that system has probably gotten real old, real fast. How do you currently track lead generation, customer satisfaction, and revenue growth for your company?
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December 2022
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