Sales Dashboard in Excel

Описание: Sales Template - https://plrduck.com/products/sales-tr...

Experience an enhance your sales efficiency with our Sales Pipeline. Assign leads, track progress, and visualize insights through interactive graphs, providing a comprehensive tool for effective sales management. This powerful sales lead management tool combines a dynamic Sales CRM dashboard with a deal analysis table, empowering your entire team to optimize the sales funnel for best results. Stay ahead with daily sales targets using our lead conversion chart and easily monitor progress with the sales report. This spreadsheet help you seize every potential sale, while the sales activity chart offers a comprehensive visual representation of your team's performance, enhancing your team sales performance.

⏩ RECIEVE YOUR BENEFITS
• INSTRUCTIONS - The first tab when you open the tool is where users can input their name and email for personalization and ownership. It also includes a detailed guide, demo video, spreadsheet with a sample mockup data and support email for assistance.
• INPUT - Categorize your customers by status, includes drop down menus make selection of stages simple, keep a track of all your projects using various categories
• PIPLEINE - Perfect to help improve your customer conversions, make comparisons on different parameters and easily narrow it down to your top choices.
• DASHBOARD - Keep track from where your potential income is coming, Compare your month wise data, track your revenue by sales representatives, keep a track of which pipeline stage each lead is at, Understand the overall picture of the actual income v/s the cumulative income.
• BONUS - Budgeting Guide and Checklist to help you attain financial freedom and grow your wealth.

⏩ KEY FEATURES
★ Number of Deals Closed
★ Number of Deals Lost
★ Forecasted earnings vs Actual earnings
★ Activity Bar Chart
★ Monthly Sales and Deals Breakdown
★ Win Rate
★ Sales Representative Analysis

⏩ OTHER ADVANTAGES |
• Aesthetically pleasing minimal design - budgeting made beautiful!
• Automatic calculations - focus on your business, not complex equations.
• Streamlined content - no unnecessary cluttered sections.
• Optimized for desktop but also accessible on mobile devices.
• Suitable for any calendar year.

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