Download and customize this and hundreds of business spreadsheet templates for free
Delving into the 'Expected revenue' model of the 'Simple CRM' spreadsheet, one can find a comprehensive overview of potential earnings. This model is designed to organize and analyze data related to leads, deals, and the performance of the sales team. It provides a clear picture of the sales dashboard, including details about clients and salesmen. The model is particularly useful for small businesses seeking to streamline their customer relationship management (CRM) and boost revenues. It offers a systematic approach to managing client information and sales data, thereby enhancing the overall performance of the sales team.
This sheet is part of our Simple CRM spreadsheet. Available in Microsoft Excel, and Google Sheets. Download using links below
Voila! You can now download this spreadsheet
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.