CRM KPI Report Dashboard Excel Template | Dynamic Charts & Metrics | Track Monthly and Cumulative Performance

Description
Take control of your CRM performance with this CRM KPI Report Dashboard Excel Template!

Whether you’re looking to measure sales, customer engagement, or other key CRM metrics, this template helps you track performance month by month and cumulatively. With a simple input of data, you can compare target vs actual metrics and see the results in dynamic charts that update based on the metric you select.

This Excel template is designed for businesses, marketers, and data analysts who want to stay organized and make data-driven decisions. Easy to use and fully customizable, it requires no advanced Excel knowledge. Simply enter your CRM data, select the metric you want to analyze, and let the template do the rest!

Key Features:
Compare actual CRM performance vs target metrics
Track key CRM metrics on a monthly and cumulative basis
Dynamic charts that update based on selected metrics
User-friendly, no advanced Excel skills required
Perfect for tracking sales, customer interactions, and engagement
Fully customizable to suit your specific needs
This tool is ideal for those looking to improve CRM processes and make informed business decisions with ease.

Content:• Excel file compatible with Excel 2010 and higher (and with sample data)• Professional Design• Works both on Mac and Windows• No installation needed. Ready to use• Dashboard with charts• CRM KPI Dashboard Template• Easy to use• 100% editable• Excel file• Instant download• Friendly customer support for all your questions

License: Private Use (not for distribution or resale)