Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. Customer relationship management (CRM) involves myriad ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

Whenever I manage large databases and projects in Excel, Microsoft’s spreadsheet software can sometimes feel intimidating. It often results in an inefficient and frustrating experience. Then, I ...

If you want to create a dashboard in Microsoft Excel, this post will help you. A dashboard is a type of graphical representation that depicts the key performance indicators for a particular topic or ...