Client Email Tracking Matrix
Business Tracker | Communications Tracker | Call Logbook | Small Business
136Discussadd_shopping_cart
$5.00
by Aman Khan
Search results: crm tracker
by Aman Khan
Dynamic CRM Excel Template | All-in-One CRM Software Solution | Salesman Analysis | Track, Manage, & Visualize CRM Data
Dynamic CRM Excel Template | All-in-One CRM Software Solution | Salesman Analysis | Track, Manage, & Visualize CRM Data965Discussadd_shopping_cart$7.00
by Sirexcelco
KPI Dashboard Presentation
This presentation template can be used to evaluate the performance of an organization against its strategic objectives.59,4842add_shopping_cart$15.00
by Muhammed Mohsin
Client Tracker Spreadsheet | Customer Task Management | Customer Follow-Up Sheet | Simple CRM | Google Sheets Template
A simple Client Tracker Spreadsheet. All-in-one file to manage customer tasks and communication actions. Provided in Google Sheets with online access.921Discussadd_shopping_cart$15.00
by Elif Çağlan
Consulting Client Portal OS | Excel CRM, Project Tracker & Financial Hub
A streamlined, ready-to-use Excel management system tailored for solo consultants, freelancers, and boutique service agencies.58Discussadd_shopping_cart$19.00
by Vertex Digital
Client Tracker
Client Tracker - client spreadsheet - CRM dashboard - CRM - CRM spreadsheet - client organizer - client dashboard - client planner97Discussadd_shopping_cart$5.00
by Aman Khan
Basic CRM system Excel Model
Simple CRM system for tracking your team/sales contacts and leads733Discussadd_shopping_cart$25.00
by ModellingGuy
CRM KPI Report Dashboard Excel Template | Dynamic Charts & Metrics | Track Monthly and Cumulative Performance
CRM KPI Report Dashboard Excel Template | Dynamic Charts & Metrics | Track Monthly and Cumulative Performance407Discussadd_shopping_cart$9.00
by Sirexcelco
Due Date Pop-up Alert & Tracker with Color Change Notifications in Microsoft Excel
Due Date Pop-up Alert in Excel - Date Due Tracker - Due Date Color Change Notifications2,157Discusslibrary_addAnnual Leave or Holiday Tracker with Monthly and Customized Period View in Excel
Annual Leave or Holiday Tracker for Employees with Monthly or Customized Period View in Excel1,0212library_addfree
by Abdul H.
Sales & CRM Dashboard
Optimize your sales process with this integrated Sales & CRM Dashboard. Track leads, manage customer relationships, and analyze performance effectively.439Discussadd_shopping_cart$10.00
by Mubbasshir AR
CRM for Start up & Small Business
This is Excel CRM for Startup and Small Business411Discussadd_shopping_cart$5.00
by C.A. Ankit Maheshwari
Personal Expense Tracker - Google Sheet
Personal expense tracker with a budget in Google Sheet that help to track your daily expenses and compare them with your established budget.1,639Discussadd_shopping_cart$9.50
by Rizwan Ahmed Surhio
Effective Personal Expense Tracker
This effective personal expense tracker takes personal budgeting and financial management to the next level265Discusslibrary_addFinancial Model Version Tracker
Financial model tracker is a tool enables you to keep a track of the changes through multiple versions1,712Discussadd_shopping_cartfree
by FinExMod
Employee Onboarding Tracker – Power BI
Download this Onboarding Tracker in Power BI for an effective onboarding process of all your new employees.1,202Discussadd_shopping_cartfree
by Indzara
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- 4 hours ago
Model Articles of Association
Model Articles of Association Template (62 pages)486Discussadd_shopping_cartfree
by BVCA
- 4 hours ago
Canadian Safe Term Sheet
Canadian Simple Agreement for Future Equity Template with Educational Notes attached to help you.1,445Discussadd_shopping_cartfree
by Naco Canada
- 7 hours ago
Public SaaS / Software Company Operating & Valuation Model Template
Comprehensive Public Company SaaS Operating & Valuation Model5,5311add_shopping_cartfree
by AJ Ross
- 8 hours ago
High Growth Firms Valuation Model
Value tough-to-value firms, with negative earnings, high growth in revenues and few comparables1,210Discussadd_shopping_cartfree
by Aswath Damodaran
- 8 hours ago
Financial Model Detective Book: Hints and Tricks on how to Review Project Finance models
This book describes how to carry out a financial model review in a systematic and methodical way.2,219Discussadd_shopping_cart$9.50
by FinExMod
- 10 hours ago
Network Optimization: How to perform a Greenfield Analysis
This document and toolkit work to enable accurate Greenfield Scenarios, customizable and quick.421Discussadd_shopping_cartfree
by Ben Unpingco
- 10 hours ago
Free Cash Flow (FCFF) Template
Compute the FCFF for a firm through three different methods (EBIT, EBITDA and Net Income)1,331Discussadd_shopping_cart - 10 hours ago
Combination Model
A 22 section excel model to assess the impact on the financials of the combination of companies10,6836add_shopping_cartfree
by John P. Burns
- 10 hours ago
Excel for Financial Modeling - Functions & Formulas Practice Workbook
The Excel functions every financial modeler needs, in one interactive workbook.269Discussadd_shopping_cartfree
by FinExMod
- 10 hours ago
McKinsey's Strategic Control Map Framework Model Template
An editable PowerPoint Template Slide of McKinsey's Strategic Control Map Framework Model, to help organisations maximise their market capitalization.2,450Discussadd_shopping_cartfree
by Tim Demoures
- 10 hours ago
Acquisition Schedule - Excel Model Template
This is an Excel Template of the Acquisition Schedule2,841Discussadd_shopping_cartfree
by Wall Street Oasis
- 10 hours ago
How to use history in making an acquisition analysis
An extensive excel tool for acquisition analysis, and how to use history when making an acquisition analysis.1,286Discussadd_shopping_cartfree
by Prof. Ed Bodmer
- 11 hours ago
KISS Debt Version
KISS stands for Keep It Simple Security: Debt Version legal document template.548Discussadd_shopping_cartfree
by 500 Startups
- 11 hours ago
KISS Equity Version
KISS: Keep it Simple Security; Downloadable Equity Version Template.1,179Discussadd_shopping_cartfree
by 500 Startups
- 20 hours ago
Investment Thesis - Powerpoint Template
Powerpoint template guiding the user to create an investment strategy presentation4,303Discussadd_shopping_cartfree
by Wall Street Oasis
- 1 day ago
Employee Overtime Tracker
Time tracking spreadsheet template, to track employee worked hours, and overtime work, weekly employee time tracking report481Discussadd_shopping_cartfree
by Nisrine LAHRECHE
- 1 day ago
TOWS Matrix Excel Template Free Download
The model has build to helps the user to form a SWOT analysis and TOWS matrix as a strategic roadmap for the business in excel template3,546Discussadd_shopping_cartfree
by ECF Consultancy
- 1 day ago
YouTube Investment Memo - Analysis
Overview and analysis of an Investment Memo made for YouTube1,425Discussadd_shopping_cartfree
by Miles Grimshaw
- 1 day ago
Absorbers Excel Workbook
Absorbers Excel Workbook created to align with Chapter 4: 'Absorbers' of textbook "Rules of Thumb for Engineers."1,229Discussadd_shopping_cartfree
by Stephen Hall
- 1 day ago
Chart of Accounts Excel Template for ERP
A structured, ready-to-use chart of accounts covering 4 major classes (Assets, Liabilities, Expenses, Revenues)58Discussadd_shopping_cartfree
by model based
