Description

Take control of your customer relationship management process with the CRM Dashboard Excel Template from Besttemplates.com. Designed to streamline your data tracking and analysis, this template provides a comprehensive view of your sales and lead metrics. With a highly interactive Dashboard, you can quickly select a specific month from the slicer to see totals, averages, and visually compelling charts. Effortlessly navigate between sheets using the intuitive tab design for smooth data management.

Key Features:
  • Interactive Dashboard: View totals and averages for selected months with slicers, along with visually appealing charts for insightful analysis.
  • Sales Pipeline Sheet: Input data using dropdowns for accuracy, with totals and averages displayed conveniently beside the table.
  • Leads Tracker Sheet: Monitor leads efficiently with organized parameters and quick insights into performance through calculated totals and averages.
  • User-Friendly Navigation: Switch between tabs with ease for seamless access to specific data sections.

Whether you are tracking sales progress or analyzing lead performance, this template offers simplicity and sophistication to help you stay ahead. Elevate your productivity today with Besttemplates.com‘s CRM Dashboard Excel Template, the perfect solution for professionals seeking to optimize their workflows.

Additional information
Available Formats

MS Excel

Available Formats

MS Excel

  • Compatibility: Excel 2021, Office 365
  • Functionality: No VBA Macros or custom scripts needed
  • Orientation Options: Portrait/Landscape
  • Color Mode: RGB Color Space
  • License Type: Standard License
  • Customization: Easily editable and customizable
  • Font Style: Business standard fonts are used
  • Digital Optimization: Optimized for digital use only
  • Printing Suitability: Suitable for printing