Excel CRM Metrics Dashboard

Excel CRM Dashboard Pro Template

Effortlessly manage and analyze your business performance with this versatile Excel CRM Dashboard. Designed to be both visually appealing and highly interactive, this template provides an intuitive layout for users to track key metrics across various business areas—all in one place. Although the main dashboard is read-only, dedicated entry forms allow easy input of relevant data, ensuring smooth, up-to-date tracking and analysis.

NB: No additional software required. Microsoft excel is required though.

Key Features

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.

This Excel CRM Dashboard template is a powerful tool for any business owner or manager looking to simplify CRM, monitor performance, and maintain organized records with minimal effort. Make data-driven decisions with confidence, all from an elegant, easy-to-navigate interface.

This template is ideal for businesses of all sizes, enabling you to keep your team and processes organized while keeping track of your performance and profitability.