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Leads overview

Leads overview

The 'Leads Overview' model in the 'Simple CRM' spreadsheet is a powerful tool for any small business. It provides a comprehensive view of leads, deals, and sales performance. This model is designed to help organize and analyze customer data, offering insights into client interactions and sales team performance. It serves as a dashboard for tracking the progress of potential clients (leads) through the sales pipeline. By leveraging this model, businesses can effectively manage their CRM and optimize their sales strategies, ultimately leading to increased revenues.

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Simple CRM

Excel

9 Sheets

Simple CRM

Google Sheets

9 Sheets

Leads overview Sheet preview
Expected revenue Sheet preview
Deal overview Sheet preview
Leads table Sheet preview
Deals table Sheet preview
Expected revenue by status Sheet preview
Total leads vs total deals Sheet preview
Average expected revenue Sheet preview
Total leads Sheet preview
Simple CRM Spreadsheet preview

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Leads overview Sheet preview

Full preview (9 Sheets)

Leads overview Sheet preview
Expected revenue Sheet preview
Deal overview Sheet preview
Leads table Sheet preview
Deals table Sheet preview
Expected revenue by status Sheet preview
Total leads vs total deals Sheet preview
Average expected revenue Sheet preview
Total leads Sheet preview

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