Sales CRM - Improve your Sales Pipeline

Improve your sales pipeline with Excel Sales CRM!

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Overview:

• Lifetime Access, no hidden payments or locked features
• Fully Modifiable – no protection on sheets
• No user limits, Unlimited tables
• Full list of features: See below
• Contains VBA/Macros

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Perfect Tool for:

• Freelancers
• Small Businesses
• Managers
• Project Management

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Take your workspace to the next level in Excel Spreadsheets. Define a sales funnel, deal with customers, track expenses and time spent on the task. With the help of estimates, Excel will set deadlines for tasks and will help you to assign employees to them – effectively saving your time

Track progress of business growth in Dashboard, analyze the product offer and be up to date with the current and forecast Income Statement

The spreadsheet contains Kanban (movable tiles), Workload Planner, Invoice Tracker, Estimate template, Registers with automation, and many more

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Requirements:

• Windows Operating System
• Microsoft Excel 2013, 2016, 2019, or 365

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Working with Deals & Tasks

-> Deals, Tasks, Customers, Employees, Invoices database

-> Linking deals with all tables

-> Advanced data filtering

-> Defining your own sales stages

-> Defining and marking customer sources

-> Creating custom drop-down lists

-> Custom color-coding for statuses

Details View

-> Dedicated details view to manage Deals/Tasks and all activities linked with the Deal

-> Browse Deals & Tasks in a Detail View

-> Notes Area to let you know what you’re working on

-> Focus on tasks linked with a deal

-> Use workload planner in the task detail view

Sales CRM Automation:

-> Auto-fit the view to the size of the monitor

-> Custom filter panels

-> Activity Log to show ‘history’ of the deal

-> Autocomplete in drop-down lists

-> Floating sidebar menu to make it easy to navigate

-> Fullscreen mode

Estimation & Workload

-> Effectively estimate deadlines for tasks and projects

-> Delegate tasks according to the workload of employees

-> Converting Estimate to Deal (with or without tasks)

-> Generating PDFs – Estimate Template

Kanban Boards

-> Manage Your Deals/Tasks with a draggable* Kanban board

-> Edit Deals/Tasks data directly on Kanban Tile

Reports

-> Predefined reports for Deals & Tasks

-> Flexible report filtering

-> Define your report template – Excel skills not needed

-> Unlocked pivot tables for advanced users

Dashboard

-> Predefined reports for Deals & Tasks

-> Flexible report filtering

-> Define your report template – Excel skills not needed

-> Unlocked pivot tables for advanced users

Sales Analysis

-> Monthly Average – statistics for Deals, Sales, Expenses & Profit

-> Product Analysis (top products + scatter chart)

-> Sales by Month

-> Opportunity vs Sale

Income Statement

-> Full Income Statement (IS) for 2 previous years (Full Year Income Statement)

-> Income Statement YTD + Full Year forecast for the current year

-> Forecast for 3 next years

-> Sensitivity Analysis – check your Net Income or Loss with modifiers: Revenue % growth, COGS % growth, Operating Expenses % growth

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