CRM KPI Report Dashboard Excel Template | Dynamic Charts & Metrics | Track Monthly and Cumulative Performance
$ 35
Take control of your CRM performance with this CRM KPI Report Dashboard Excel Template!
For more details about the template, check the link below;
Whether you’re looking to measure sales, customer engagement, or other key CRM metrics, this template helps you track performance month by month and cumulatively. With a simple input of data, you can compare target vs actual metrics and see the results in dynamic charts that update based on the metric you select.
This Excel template is designed for businesses, marketers, and data analysts who want to stay organized and make data-driven decisions. Easy to use and fully customizable, it requires no advanced Excel knowledge. Simply enter your CRM data, select the metric you want to analyze, and let the template do the rest!
Key Features:
Compare actual CRM performance vs target metrics
Track key CRM metrics on a monthly and cumulative basis
Dynamic charts that update based on selected metrics
User-friendly, no advanced Excel skills required
Perfect for tracking sales, customer interactions, and engagement
Fully customizable to suit your specific needs
This tool is ideal for those looking to improve CRM processes and make informed business decisions with ease.
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 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)
CRM KPI Report Dashboard Excel Template
Take control of your CRM performance with the CRM KPI Report Dashboard Excel Template, designed to simplify tracking and optimizing your customer relationship management processes. This powerful tool enables businesses, marketers, and data analysts to monitor key CRM metrics with ease, helping you make informed, data-driven decisions.
Key Benefits
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Comprehensive Performance Tracking: Monitor sales, customer engagement, and other critical CRM metrics month by month and cumulatively.
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Target vs Actual Analysis: Quickly compare your actual performance against set targets to identify gaps and opportunities.
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Dynamic Visualizations: Charts automatically update based on the selected metric, providing a clear, real-time view of your CRM performance.
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User-Friendly & Customizable: No advanced Excel skills required. Fully editable to match your business processes and reporting needs.
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Data-Driven Insights: Empower your team to optimize CRM workflows and improve customer engagement strategies.
Who Can Benefit
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Sales Teams: Track leads, conversions, and sales performance.
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Marketing Professionals: Monitor campaign engagement and customer interactions.
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Business Analysts: Analyze CRM data to identify trends and improve decision-making.
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Small to Medium Businesses: Streamline CRM reporting without investing in complex software.
Key Features
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Compare actual CRM performance vs target metrics
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Track monthly and cumulative CRM KPIs
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Dynamic, easy-to-read charts
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Fully editable and customizable Excel template
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Compatible with Excel 2010 and higher
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Works on both Mac and Windows
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Instant download and ready to use
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Friendly customer support
Product Content
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Excel file with sample data
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Professional design with clean layout
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Dashboard with charts for visual analysis
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CRM KPI Dashboard Template for easy reporting
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100% editable for tailored insights
License: Private Use (not for distribution or resale)
Optimize your CRM workflows, monitor performance, and make strategic decisions with the CRM KPI Report Dashboard Excel Template—the all-in-one tool for organized, insightful, and actionable customer relationship management.
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