CRM Dashboard Pro Excel

Excel CRM Dashboard Pro

Take control of your business performance with our Excel CRM Dashboard Pro Template, a comprehensive solution for tracking metrics across all areas of your business. From financial insights to team performance, this all-in-one dashboard gives you the clarity you need to make informed decisions. With easy-to-use entry forms and a secure, read-only main dashboard, keeping your data safe and accessible is simple.

✨ If this template aligns with your needs, we can customize it further to suit your unique requirements after purchase—at no extra cost.

Key Features

• Comprehensive Dashboard Gain a complete snapshot of your business at a glance. Track essential metrics like net profit, cash flow, and profit margin, and analyze payment methods (cash or card) for deeper financial insights. Visualize social media engagement with a pie chart that reveals channel attraction performance and view key metrics for top-performing employees and products. Monthly sales trends are displayed in a column chart, while the order tracker provides a quick update on completed, in-progress, and canceled orders.
• Personal Performance Tracking Stay informed on individual performance metrics with a star rating system based on monthly KPIs. Track salaries, sales plans, and completed orders with KPI percentages, and view a comparison of personal sales goals versus actual achievements in an engaging bar chart. Additional indicators, such as total salaries, KPI rewards, and net profit by month or year, provide a well-rounded view of personal contributions to business growth.
• Detailed Statistics The Statistics section provides year-based insights into net profit, cash flow, profit margin, and an income-expenses graph for a clear financial overview. Break down monthly and yearly performance in profits, costs, and salaries, with detailed counts for each service offered.
• Order Management Manage orders efficiently with a recent orders log, general status overview, and a search tool for quick retrieval of specific orders. This section simplifies order tracking, helping you stay on top of sales and customer fulfillment.
• Extras for Enhanced Functionality Boost operational efficiency with inbuilt tools to add employees, manage payroll, and generate printable payslips and invoices automatically, based on selected employee details. The project planner and automated payroll system streamline HR tasks, linking seamlessly with employee data for accurate payrolls and payslips.

Advantages of Using the Template

• Data Security: The read-only dashboard protects your key metrics and formulas from accidental changes.
• Time Efficiency: Pre-designed templates and automated functions save valuable time on reporting and analysis.
• Enhanced Collaboration: Clear, visual data helps team members understand goals and track performance with ease.

Ideal Users

• Business Owners: Monitor all aspects of your business performance in one place for better decision-making.
• Project Managers: Easily manage team performance, project timelines, and KPI tracking.
• HR and Finance Managers: Streamline payroll, track employee performance, and gain insights into financial trends.

Short video overview

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Frequently Asked Questions (FAQs)

1. What file format are the templates available in?
   Our templates are provided in Excel format, making it easy to integrate with your existing data and workflows.
2. How do I join the affiliate marketing team?
   You can join our affiliate program by visiting Dreblue Affiliates and signing up. Once you’re a member, you’ll be able to promote our products and earn commissions on sales made through your unique affiliate link.

1. What commission rate do affiliates earn?
   As a member of our affiliate team, you’ll earn a competitive commission rate on every sale generated through your referral link. Details of the exact commission rate are provided upon joining.
2. Do I need prior experience to become an affiliate?
   No experience is necessary! We welcome affiliates of all experience levels. Our program provides resources and support to help you succeed.
3. Can I track my sales and earnings as an affiliate?
   Yes, once you join the program, you’ll have access to an affiliate dashboard where you can monitor your sales, commissions, and payouts in real time.
4. Do you offer custom solutions for businesses or individuals?
   Yes, we offer custom solutions tailored to fit the specific needs of businesses and individuals. For inquiries, please reach out to us.
5. Can I use these templates for my business?
   Absolutely! Our templates are designed for flexibility and can be used in both personal and business settings to track key metrics, analyze data, and streamline workflows.
6. Do you offer support if I have issues with my download?
   Yes, if you experience any issues, please contact us via email, and we’ll be happy to assist.