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Delving into the 'Deal Overview' model of the 'Simple CRM' spreadsheet, one finds a comprehensive view of the business's sales landscape. It meticulously organizes leads, deals, and client data, providing a clear picture of the sales team's performance. This model serves as a dashboard, offering a snapshot of the revenue generated by the sales team. It is an essential tool for any small business aiming to streamline its customer relationship management (CRM) and maximize revenue. The use of this model can help in identifying potential areas of improvement and strategizing for future growth.
This sheet is part of our Simple CRM spreadsheet. Available in Google Sheets and Microsoft Excel.
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