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. Download using links below
Go to dashboard to download stunning resources
Download
Are you a freelancer, contractor, or consultant looking for an efficient way to manage your clients, projects, and tasks? Download this Client Time Tracker template to save hours of work, to easily track hours worked, pending earnings, invoices, and payments with a complete dashboard.
Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with a kanban board visualization and sales dashboard to track top KPIs. The pipelines are fully customizable to any sales workflow specifications, and this sheet can be used by sales teams, individual reps, or sales managers who collect and track everyone's data all in one place. When everyone has visibility into an up-to-date sales funnel, estimated revenues are more accurate, managers can better plan ahead, and reps can better manage their funnels to win more deals.
Are you a business owner, entrepreneur, or freelancer trying to keep track of your finances and monitor your business performance? This Profit and Loss Statement spreadsheet focus on the business's growth with organized and streamlined finances – no more manual or non-reliable calculations.
How to achieve optimal staffing that enhances revenues and reduces costs? Track employee availability, assign shifts, track labor costs, and plenty more - know how to reach your optimized resource allocation by downloading our Employee Schedule template available in Microsoft Excel and Google Sheets.
Microsoft Excel
Google Sheets