Customer Relation Manager - 6-Stage Tracker Model

Description
This template uses a few functions and formulas that make it easy to manage your customer pipeline. It runs off a database and contains tabs that automatically populate with customers according to what their current stage is marked as.

This tracker is a great way to manage the status of your clients/customers as you bring them into your organization and manage them through their lifetime.

The 6 stages are:
1. Lead
2. Appointment
3. Negotiating
4. Closed
5. Possible Churn
6. Lost Client

You can change the names of the stages and tabs to meet your needs without messing anything up.

More in-depth instructions are on the document itself. Read through them before actually using this file.

Included in the file is a summary that lists the client count and annual $ value per each pipeline stage as well as per each customer type and per each account executive (salesmen). Color coding has been implemented accordingly as well as some conditional formatting on the main data entry tab to make more important status types prominent.

Note, you can filter the main 'data' tab by highest to lowest $ value or vice versa or by customer name (A to Z) and this will result in the pipeline stage tabs to flow in the same order.

Another use case for this type of template can be for an individual salesmen that wants to keep track of their own clients lists. There could be a situation where you make many copies of the template for each account executive and then roll that data up into a master sheet. I offer customization services for an hourly rate.

Google Sheets and Excel Version Included


This template is included in the all models bundle (in the 'sales pipeline trackers and dashboards' folder):
- All Models Bundle: https://www.eloquens.com/tool/P8Y4TX4v/finance/financial-forecasting-models/financial-models-120-useful-and-usable-logic