Our CRM KPI Dashboard in Excel is a powerful, ready-to-use template designed to help businesses track and manage essential customer relationship metrics. This comprehensive dashboard allows you to monitor performance trends, compare data against targets, and make informed decisions to optimize your CRM efforts.
Key Features:
Home Sheet:
A user-friendly index with 6 quick-access buttons for easy navigation across the dashboard.
Dynamic Dashboard:
View MTD and YTD actuals, targets, and previous year comparisons, with automatic updates based on month selection.
KPI Trend Sheet:
Select KPIs to display trends, formula, and definitions, with easy-to-read MTD and YTD charts.
Data Input Sheets:
Simplify data entry with separate sheets for actual, target, and previous year numbers.
KPI Definitions:
A detailed KPI reference sheet with names, formulas, and KPI-specific information for full transparency.
