Customer Relation Manager - 6-Stage Tracker Model
Track your customer relationships from initial lead all the way to closed and possible churn.
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$45.00
by Jason Varner
Search results: customer relations
by Jason Varner
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 Data806Discussadd_shopping_cart$14.00
by Sirexcelco
Sales & CRM Dashboard
Optimize your sales process with this integrated Sales & CRM Dashboard. Track leads, manage customer relationships, and analyze performance effectively.377Discussadd_shopping_cart$10.00
by Mubbasshir AR
Customers Sales Log & Follow-up Tracker - Enhances your Sales!
Log client communications, streamline follow-ups, and strengthen relationships to drive sales and foster client loyalty effectively98Discussadd_shopping_cart$20.00
by Mubbasshir AR
Sales Pipeline Manager (CRM) Excel Template
This template is an efficient solution to Sales Pipelines Management, helping you to make educated decisions to improve conversation and increase sales.1,7212add_shopping_cart$50.00
by Indzara
Basic CRM system Excel Model
Simple CRM system for tracking your team/sales contacts and leads694Discussadd_shopping_cart$25.00
by ModellingGuy
Sales Pipeline Manager (CRM) – Google Sheet Template
This template provides visibility to your sales funnel and enables you to take smart decisions to improve conversion and increase sales.566Discussadd_shopping_cart$50.00
by Indzara
How to Building Winning People Connections
Discover the basic principles of building business relationships and connections!166Discussadd_shopping_cartfree
by Marty Zwilling
Customer Cohort Insights: A Comprehensive Analysis Template
Evaluate the historical performance of your customers with this ready-to-use template. Calculate customer lifetime value, average retention curves, and more.201Discussadd_shopping_cart$70.00
by Jason Varner
Customer service dashboard
Business Planner | KPI Dashboard | Customer support system | Excel145Discussadd_shopping_cart$5.00
by Aman Khan
CRM Software Development Company Finance Model
A comprehensive 5-Year 3 Statement, MS Excel spreadsheet for tracking CRM software development company finances.159Discussadd_shopping_cart$80.00
by AllFinancialModels
How to Meet The New Bar Of Delighted Customers
7 Steps To Meeting The New Bar Of Delighted Customers134Discussadd_shopping_cartfree
by Marty Zwilling
Business performance dashboard with new customers and gross profit
Business Performance Dashboard With New Customers & Gross Profit - Small Business Spreadsheet - Business Planner - Business Template Excel - Business Report185Discussadd_shopping_cart$10.00
by Aman Khan
Customer Invoicing and Inventory Management Excel Model
A complete business invoicing system with product/service, customer and inventory management.3,185Discussadd_shopping_cart$26.00
by Business Spreadsheets
Excel Customer Churn & Retention Dashboard
Upload your customer sales export and get churn, retention curves, cohort heatmaps and revenue concentration in minutes.410Discussadd_shopping_cart$15.00
by Finance Model Hub
How to Drive Marketplace Customers to Your Website
This video contains tips on how to drive customers to your website by using 3rd-party marketplaces such as Amazon855Discussfree
by Reply Manager
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The Art of Startup Finance
The ultimate and in-depth guide on how to master finance and use it to launch and build a successful startup.4,014Discussadd_shopping_cart - 5 hours ago
Excel Dashboard For Cost of Construction and Software Projects
Excel Dashboard For Cost of Construction and Software Projects2,840Discussadd_shopping_cart$7.00
by Tohamy Adel
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How to Properly Record Deferred Revenue in SaaS
This is a template helping your SaaS business to record Deferred Revenue.918Discussadd_shopping_cartfree
by Ben Murray
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Site Staff Movement Report
Site Staff Movement Tracker using Dynamic Arrays442Discusslibrary_addfree
by Excel Quirks
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Bad Debt Provision Calc Template
This template will allow you to effectively control and compute the debts in your Accounts Receivable aging and consider making a provision for bad/doubtful deb401Discusslibrary_add - 5 hours ago
Capitalizing Leases - Webcast
Learn how to treat leases as a financial expense instead of an operating expense1,228Discussadd_shopping_cartfree
by Aswath Damodaran
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Universal Straight-Line Schedule Builder - Amortization, Depreciation & Recognition
Single formula-driven Excel template that handles amortization, depreciation, and recognition schedules while keeping data easily readable in one view.14Discussadd_shopping_cartfree
by Linh V Le
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Cash Runway Model
This Cash Runway Model is an instantly downloadable, ready-to-use tool helping you to forecast your start-up expenses.1,907Discussadd_shopping_cartfree
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Cash Flow Statement Excel Model Template
Excel training model for building a cash flow statement with balance sheet and income statement.4,221Discussadd_shopping_cartfree
by Wall Street Prep
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Cash Flow Projection Worksheet in Excel
This cash flow projection worksheet will help you to record your estimates of cash receipts and expenditures.967Discussadd_shopping_cartfree
by Matt Evans
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Cash Flow Statement - Excel Model Template
This is a highly professional Cash Flow Statement to use for valuing a company.1,224Discussadd_shopping_cartfree
by Wall Street Oasis
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Cash Flow Excel Model with Monthly P&L, Balance Sheet, CF Statement, Scenarios, DCF, Capital and Debt Structure
An extended Excel version of a Cash Flow financial model with a free video tutorial.13,159Discussadd_shopping_cartfree
by Jacek Polewski
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General Store Financial Model Excel Template
Complete and straightforward financial model for accurately budgeting your shop's financials.1,624Discussadd_shopping_cartfree
by Brian Weisberg
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Leave and Vacation Tracker 2024
Simplify leave tracking with this Excel Template4,400Discussadd_shopping_cartfree
by Indzara
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Leave and Vacation Tracker 2024: Google Sheet
Simplify employee's leave tracking with this Google sheet template7,2242add_shopping_cartfree
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S3's Operating Model Template
Precise calculator for business expenses, overall cash needs and revenue model.7,474Discussadd_shopping_cartfree
by S3 Ventures
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Future of Finance Lab - Session #9 - AI-Powered student feedback to navigate your Financial Modeling skills
AI-Powered Finance: Lab Session Summary & Tools - feedback from a student on the AI-Powered Accountant program49Discussadd_shopping_cartfree
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Excel for Financial Modeling - Functions & Formulas Practice Workbook
The Excel functions every financial modeler needs, in one interactive workbook.67Discussadd_shopping_cartfree
by FinExMod
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Incident Trend Analysis Dashboard V2
The Incident Trend Analysis Dashboard is a powerful, easy-to-use safety management tool designed for organizations to track, analyze, and reduce workplace incid490Discussadd_shopping_cartfree
by John Peter R
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PTO Tracker & Calculator for Salaried Employees
PTO Balance Calculator for Salaried employees within your organization using this simple and automated excel template.161Discussadd_shopping_cartfree
by Indzara
