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CRM KPI Excel Template
This template was built with real users in mind—designed to save time, reduce manual work, and give you the insight you need to improve performance. Whether for internal tracking or client reporting, it brings structure and professionalism to your data.
$ 39 -
CRM KPI Report Dashboard Excel Template | Dynamic Charts & Metrics | Track Monthly and Cumulative Performance
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)
$ 35 -
Crop Farm – 10 Year Financial Model
Financial model presenting a Crop Farm development scenario.
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Crowdlending (P2P) Platform – 5 Year Financial Model
5-Year Financial Model for a Crowdlending (P2P) platform, covering revenue streams, loan performance, user growth, and operational costs. The model supports forecasting, investor analysis, and strategic planning, with flexible assumptions for scenario testing. It offers a structured view of the platform’s financial sustainability, scalability, and potential returns for stakeholders.
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Crypto Trading Platform – 5 Year Financial Model
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Culinary Arts Academy – 10 Year Financial Model
A 10-Year Financial Model for a Culinary Arts Academy providing a clear, data-driven framework for budgeting, forecasting, and strategic planning. This model covers tuition revenue, operating expenses, staff salaries, and capital investments, ensuring financial sustainability and growth. Designed for accuracy and ease of use, it helps stakeholders make informed decisions and optimize resource allocation. Whether for startups or established institutions, this model supports financial stability and long-term success.
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Curtain Business Plan Template
The Curtain Shop Business Plan Template by Oak Business Consultant is a strategic, ready-to-use plan to grow your curtain business with clear financials, targeted marketing, and customer-focused insights.
$ 250$ 280Curtain Business Plan Template
$ 250$ 280 -
Customer Success KPI Excel Template,KPI Metric Report | KPI Dashbord Excel Template, Performance Tracking Report, Digital Download
Indulge in the wonders of data organization with our Customer Success KPI Template!
For more details about the template, check the link below;
Fresh, cutting-edge, and meticulously designed, this KPI Dashboard & Tracker exists to streamline your marketing efforts and provide a rich visual overview of your business’s key performance metrics. Crafted with precision and integrity, this KPI Dashboard Excel Template is both versatile and easy to use, making it the perfect tool for any business owner, marketer, or data enthusiast.
📊 **Powerful KPI Dashboard:** Fast track your success with effectively organized data. No need for complicated set up! Our dashboard provides a visually stunning overview at-a-glance of your business’s critical metrics.
💼 **KPI Tracker:** Gauge your business performance with minimum effort. Our KPI Tracker is purposely built to keep track of all significant metrics, allowing you to make informed and strategic business decisions.
📈 **KPI Marketing Template Sheet:** Streamline and elevate your marketing efforts. Our marketing template sheet enables you to effortlessly track the effectiveness of your marketing campaigns, strategies, and initiatives.
🔧 **Easy to Use:** You don’t have to be an Excel wizard! The template is designed with user-friendliness in mind; its simplicity makes it understandable and manageable for all, regardless of their technical prowess.
🌍 **Instant Digital Download:** Get instant access! Once the purchase is complete, the Excel file is ready for download and immediate use.
✅ **Editable:** Tailor the template to suit your business needs! Our product is fully editable, providing flexibility and personalization to better serve your business.
⌨️ **Material:** This is a digital product crafted entirely in Excel, ensuring familiarity and ease of use for Microsoft Office users.
🎁 **Perfect for Gifting:** Know someone who could use a bit of organizational ease? This makes an excellent and thoughtful gift for entrepreneurs, small business owners, or marketers in your life!
Thank you for checking out my shop! Your support means the world to me. Feel free to reach out if you have any queries or need further assistance with our products. Happy tracking!
$ 35 -
Cybersecurity Services Company – 10 Year Financial Model
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Dairy Farm – 10 Year Financial Model
Dynamic and investor-focused 10-year financial model, designed to evaluate the financial feasibility and long-term profitability of a dairy farming venture. The model accounts for key variables such as herd size, breeding and calving schedules, feed costs, mortality rates, milk production and sales, and is essential for investors, operators, and lenders to make informed decisions about the feasibility and sustainability of the business.
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Data Center (Co-Location) Development Model Pro-forma
This detailed and user-friendly Excel spreadsheet template provides a comprehensive and dynamic real estate financial model for the development of data centers whose primary revenue streams revolve around the lease of racks. The model is designed to evaluate the investment viability of data center properties based on cash flow projections, from the ground up, ramp period, and eventual property sale.
$ 80 -
Data Center Development – 10 Year Financial Model
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