This is a great tool to use for any business that has mid-size contract sizes that last for a given amount of months. Based on 4 simple data inputs, you can see your current YTD billings and your remaining billings. The logic is 100% automated. A dashboard view allows the user to see how they are projected to finish the year based on some annual sales goal.
Customer Pipeline Manager - CRM in Google Sheets
I have built various Google Sheet sales pipeline spreadsheets and customer pipeline templates. This latest version allows the user to start right away without any required customizations. The template simply tracks customers through the pipeline as well as their annual value. Dynamic array formulas are used for automated reports for each stage. Better organization means increased sales.
Subscribe to:
Posts (Atom)