CRM & sales pipeline
Leads, stages, weighted forecast, next steps with overdue alerts, win rate and the channels that bring the most customers.
€0.99
Google Sheets · Excel · 59 KB
Instant download. Free updates. Personal license.
Description
Leads, stages, weighted forecast, next steps with overdue alerts, win rate and the channels that bring the most customers. Works in Google Sheets, Excel and LibreOffice.
What’s included
- Tabs: How to use, Dashboard, Stages, Deals, Lists
- Formulas that calculate for you
- Google Sheets, Excel and LibreOffice
How to use it
- Download the .xlsx file.
- Google Sheets: open Google Drive → “New” → “File upload”, then click the file and choose “Open with Google Sheets”.
- Excel or LibreOffice: just open the file.
- Start with the “How to use” tab and fill in only the input cells; everything else calculates itself.
License
The personal license allows unlimited use for yourself and your family. Reselling, publicly sharing or distributing the file is not allowed.
