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Dynamic CRM Excel Template | All-in-One CRM Software Solution | Salesman Analysis | Track, Manage, & Visualize CRM Data | Easy-to-Use
Dynamic CRM Excel Template
Looking for a CRM solution without the need for complex software? This dynamic CRM Excel template is the perfect tool for tracking and managing your customer data with ease! It offers everything a CRM software does, right within Excel.
For more details about the template, check the link below;
With dynamic charts that automatically adjust based on dates, you’ll have real-time insights at your fingertips. It’s customizable, easy to use, and gives you full control over your customer relationships. Whether you’re a small business owner or a freelancer, this Excel template simplifies CRM management and helps you stay organized, all while keeping your data in one place. Perfect for users looking for flexibility and power without the high cost of traditional CRM software.
Content:
• Excel file compatible with Excel 2010 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Dashboard with charts
• CRM Excel Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
✨Explore the exquisite design of our robust and versatile CRM Excel Template, your ultimate guide for smart customer relationship management. Handcrafted expressly for you to manage and track your customer database and leads with ease and style. 🧩
🔮 Features:
👥 A comprehensive Customer Database to store all your client’s information
📊 A CRM Dashboard Excel to monitor and analyse data intuitively
🏠 Ideal CRM for Realtors to handle contacts, track leads, and manage interactions
📑 Seamlessly integrates with CRM Google Sheet, simplifying data entry and analysis
🎁 An all-in-one CRM Template that is easy to use and adaptable to your business needs
💟 A CRM Tracker that helps you to accurately monitor sales activities
🚀 Specifically designed as a Track Customer Spreadsheet to maintain a clean and organized database
👑 Extraordinarily detailed, our CRM Excel Template offers the perfect blend of utility and elegance, making it an invaluable tool for any thriving business! 🧲
$ 20 -
Dynamic Deposit Interest Calculator Excel Template | Easy-to-Use Simple Compound Interest Tracker, Calculate Interest, Maturity Annual Yield
Unlock the full potential of your deposit accounts with this easy-to-use Deposit Interest Calculator Excel Template!
For more details about the template, check the link below;
Whether you’re looking to calculate simple or compound interest, this dynamic template makes tracking your earnings a breeze. Simply input your deposit amount, interest rate, maturity period, and interest type, and watch as the template does all the work for you. Get instant results for total interest, annual yield, and maturity dates.
Perfect for anyone who wants to manage their savings more efficiently, this template is designed to be user-friendly and customizable. It’s ideal for personal finance management, helping you plan for the future with accurate and reliable interest calculations.
Key Features:
Calculates simple and compound interest
Input deposit amount, maturity, and interest rate
Provides total interest, annual yield, and maturity breakdown
Easy to use, no advanced Excel knowledge required
Fully customizable and dynamic
Perfect for savings tracking and financial planning
Whether you’re saving for a specific goal or just want to maximize your bank’s interest, this template has everything you need to stay on top of your finances.
Content:
• Excel file compatible with Excel 2007 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Deposit Interest Calculator
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 5 -
Dynamic Gantt Chart Excel Template for Team Work Management | Easy Database Entry & Tracking | Visual Project Planning Tool
Efficiently manage your team’s projects with this dynamic Gantt Chart Excel Template.
Perfect for tracking tasks and deadlines, this template allows you to enter all your team’s work into a database and instantly visualize it on a Gantt chart. Ideal for project managers and team leaders looking for a simple yet effective tool for organizing workloads and timelines. With dynamic charts and easy-to-use functionality, this template streamlines project tracking without the need for complex software.
For more details about the template, check the link below;
Best for:
• Talent Professionals
• HR Professionals
• All types of companies
Content:
• Excel file compatible with Excel 2007 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Gantt Chart Excel Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 8 -
Dynamic Income Tracker Budget Excel Template | Track, Budget & Visualize Income by Type | Easy-to-Use with Customizable Reports
Dynamic Income Tracker Budget Excel Template
Discover the power of financial control with our Annual Budget Income Tracker 💪. This personal finance Budget Excel Template is designed to simplify your life by providing you a clear picture of your financial status ⚖️.
For more details about the template, check the link below;
Discover the power of financial control with our Annual Budget Income Tracker 💪. This personal finance Budget Excel Template is designed to simplify your life by providing you a clear picture of your financial status ⚖️.
🎯 Enjoy the convenience of an efficient budgeting system provided by the Monthly Financial Budget Planner Spreadsheet. It is user-friendly, easy to navigate, and versatile to suit your unique budgeting needs.
📊 Assists with precise record-keeping to track income, expenses, savings and more across an entire year. Understand at a glance where your hard-earned money is flowing to make better financial decisions.
🔧 Completely editable fields that lets you tailor your budget template to your personal preferences and requirements.
📈 Understand your cash flow better to save more and spend wisely. This powerful budget sheet empowers you to transition from living paycheck to paycheck to having a solid financial plan.
📝 Equipped with useful features like auto-calculations for ease of use and efficiency; saves time while budgeting.
🖥️ Crafted as an excel template ensuring its seamless use on any system or device that supports Microsoft Excel.
This Annual Budget Income Tracker | Personal Finance Budget Excel Template | Monthly Financial Budget Planner Spreadsheet is not just a tool, it’s the bridge to your financial independence and security, helping you reach your wealth goals 🌈💰.
Made to perfection, it represents your smart steps towards a financially stable and worry-free lifestyle.
Thank you for checking out my shop! 😊 I appreciate your support and interest in my products. If you have any questions or need further information, please don’t hesitate to contact me. Happy budgeting 🎉!
Take control of your finances with this easy-to-use Income Tracker and Budget Excel Template! Perfect for anyone wanting to track and budget their income across different types, this template offers a seamless way to view detailed reports. The dynamic charts adjust by date, allowing you to visualize your income data in real-time. Whether you’re a freelancer, small business owner, or someone looking to improve personal budgeting, this template makes financial management simple and effective. Fully customizable, it provides a powerful yet user-friendly solution to keep your finances organized.
Content:
• Excel file compatible with Excel 2007 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Annually Income Tracker Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 10 -
Dynamic Kanban Board Excel Template for Team Workflow Management | Easy Database Entry & Visual Task Tracking Tool
Introducing our Dynamic Kanban Board- the perfect tool for any Project Manager or individual looking to boost their productivity and stay organized!
For more details about the template, check the link below;
This versatile template includes a variety of useful features such as Gantt Charts, Project Timelines, To Do Lists, and Daily To Do Lists to help you stay on top of your tasks and deadlines.
Optimize your team’s workflow with this Dynamic Kanban Board Excel Template. Designed for seamless task management, this template allows you to input your team’s projects into a user-friendly database and visualize progress on an interactive Kanban board. Perfect for agile teams and project managers looking for a straightforward tool to enhance productivity and collaboration. With its dynamic charts and easy navigation, tracking tasks has never been more efficient. Transform your team’s workflow today with this essential project management resource!
Best for:
• Individuals
• Teams
• All types of companies or businesses
Content:
• Excel file compatible with Excel 2010 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Dashboard with charts
• Kanban Excel Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 18 -
E-commerce KPI Dashboard Excel Template | Track & Compare E-commerce Metrics | Monthly Cumulative Performance Dashboard
Take control of your e-commerce business with the E-commerce KPI Dashboard Excel Template.
For more details about the template, check the link below;
This dynamic tool is designed to help you measure and compare your e-commerce KPI metrics month by month and in cumulative analysis. Visualize your progress with dynamic charts that update based on the specific metrics you choose, and easily compare actual results with target goals. This template is user-friendly and designed to simplify performance tracking, helping you make data-driven decisions to grow your online business.
KPIs should be chosen and monitored depending on your unique business goals. Certain KPIs support some goals while they’re irrelevant for others. With the idea that KPIs should differ based on the goal being measured, it’s possible to consider a set of common performance indicators for e-commerce.
Best for:
• E-commerce industry
• Marketing professionals
• Online Shopping Experts
• Everyone starting with a new project
Content:
• Excel file compatible with Excel 2010 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Dashboard with charts
• E-commerce Kpi Dashboard Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 35 -
Editable Invoice Excel Template | Printable Business Invoice | Small Business Invoice form | With Contact Database | Photography Invoice
Utilize our Editable Invoice Excel Template to streamline your billing procedure!
For more details about the template, check the link below;
By automating the invoicing process and offering a complete database to hold all your client information, this robust template is made to simplify your life. You can quickly and easily create expert invoices that appropriately represent your business thanks to its user-friendly design.
You can customize the template’s many editable fields to make your invoice design speak to your unique requirements. All of your client data is conveniently and securely stored in the built-in customer database, making it accessible anytime you need it.
This template is the ideal tool to help you manage your invoicing process, whether you’re a small business owner, freelancer, or consultant.
Get hold of the Excel invoice template right away to get the most out of your billing procedure and create a Professional Invoice.
Content:
• Excel file compatible with Excel 2007 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Invoice Excel Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
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$ 6 -
Eisenhower Matrix Task Management Excel Template | Organize & Prioritize | Task Priority Matrix, Decision Matrix, Productivity Planner File
Stay organized and maximize productivity with this Eisenhower Matrix Task Management Excel Template.
For more details about the template, check the link below;
Designed to help you prioritize tasks efficiently, this template categorizes tasks into Do, Decide, Delegate, and Delete, based on the Eisenhower Matrix method. Simply enter your tasks into the database, and the dynamic charts provide a visual breakdown of priorities, enabling you to focus on what truly matters. Perfect for project managers, professionals, and anyone looking to optimize time management, this template offers an intuitive, easy-to-use tool for structured task prioritization and improved workflow.
Whether you’re a busy professional, a student with a packed schedule, or just someone who wants to get organized, our template is the perfect tool to help you achieve your goals. So why not give it a try? Head on over to our shop and check out our Eisenhower Decision Matrix Excel Template today!
Content:
• Excel file compatible with Excel 2007 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Dashboard with charts
• Eisenhower Matrix Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 9 -
Electric Substation – 10 Year Financial Model
10-Year Financial Model for an Electric Substation development, built to support detailed planning, cost analysis, and investment evaluation. The model captures capital expenditures, operating and maintenance costs, grid connection fees, and potential revenue from transmission or utility agreements. Whether developing a new substation or upgrading existing infrastructure, this model provides the financial clarity needed to guide decision-making and ensure long-term project viability.
$ 139 -
Email Marketing KPI Report Template | KPI Metric Report | KPI Dashboard Excel Template | Performance Tracking Report | Ready to Download
Email Marketing KPI Report Template
Email marketing is one of the most effective marketing channels today and boasts one of the highest ROIs in the industry.
For more details about the template, check the link below;
However, to find success in email marketing and meet your goals, you need to identify and monitor the appropriate email marketing KPIs.
Best for:
• Email marketers
• Digital Marketing Experts
• Everyone starting with a new project
• Marketing professionals
Content:
• Excel file compatible with Excel 2010 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Dashboard with charts
• Email Marketing KPI Dashboard Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 35 -
Energy Management KPI Dashboard Excel Template | Track & Analyze Energy Metrics | Monthly Cumulative Energy Performance Dashboard
Optimize your energy management with this Energy Management KPI Dashboard Excel Template.
For more details about the template, check the link below;
This powerful tool is designed for energy professionals and businesses looking to measure, compare, and analyze energy management KPIs month by month and cumulatively. Easily track your energy metrics, compare actual performance with target goals, and visualize data with dynamic charts that adjust based on your selected metrics. This Excel template is simple, intuitive, and easy to use, helping you make informed decisions that drive energy efficiency and cost savings.
Best for:
• Energy Suppliers
• Energy Industry
• Everyone starting with an energy new project
Content:
• Excel file compatible with Excel 2010 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Dashboard with charts
• Energy KPI Dashboard Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 35 -
Finance KPI Dashboard Excel Template | Track & Analyze Financial Metrics | Monthly Cumulative Reports | Dynamic Charts | Easy to Use
Optimize your financial performance tracking with the Finance KPI Dashboard Excel Template.
For more details about the template, check the link below;
This easy-to-use template allows you to measure, compare, and analyze finance KPIs month by month, alongside cumulative data analysis. With dynamic charts that adjust based on your selected metric, you can effortlessly visualize and track financial goals, comparing actual performance against target metrics. Whether you’re focused on budgeting, profitability, or cost control, this dashboard provides actionable insights into your financial health. Ideal for finance professionals, startups, and businesses looking to streamline their financial reporting.
Regardless of the size, age, and industry, each and every company needs to be conscious of their financial performance. While accountants deal with all the expenses, income and budgets, the company’s leadership also needs to be informed about important financial measures.
After you insert your Monthly Numeric data for the KPI Metrics you determine, you can see a clear monthly and cumulative analysis for the metrics you determine. It is also possible to compare your numeric data with your target data and past year data.
The fastest and most efficient way to keep track of an organization’s business performance is to set up a KPI dashboard that displays financial metrics.
Best for:
• All types of companies
• Everyone opening a business
• Finance & accounting professionals
• Everyone starting with a new project
• Start-ups
Content:
• Excel file compatible with Excel 2010 and higher (and with sample data)
• Professional Design
• Works both on Mac and Windows
• No installation needed. Ready to use
• Dashboard with charts
• Finance KPI Dashboard Template
• Easy to use
• 100% editable
• Excel file
• Instant download
• Friendly customer support for all your questions
License: Private Use (not for distribution or resale)
$ 35