Sales Excel Dashboard Spreadsheet Templates

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Check out some customer base sale executive dashboard template in Excel spreadsheet. Fortunately, excel templates, are requirement of time and suits best in each type of organization. They help you improve productivity, while you are never left behind in any challenging situation (i.e. project management templates keep you ahead of time).

Whether you are looking for spreadsheet, which can help you manage your personal finances, or if you need a fully prepared and formatted workbook for preparing financial statements of your company, you have it all in excel templates. Luckily, for those who are beginners of excel, or who are proficient in handling spreadsheets, they can equally take benefit from these spreadsheets! Various spreadsheet choices are available for all, and each one is not limited to any specific purpose, i.e. you can use same type of excel template for multiple objectives. Some customer relationship management template help you to create this one.

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Sales Excel Dashboard Spreadsheet Templates

Here is a list of templates, which are consider most useful, and therefore are popular for various reasons. Let’s take a look at them and the features they carry for assisting you:

Excel Budget Planner Templates for sales Tracking

Tracking down your daily base sales and purchase expense is a way of controlling them and achieving your savings goals in limited time frame. Whether you are interested in managing your income and expenses efficiently, or your goals are to make investment, you need to prepare a budget of {limit sales} and act on it entirely. Strengthened management is possible in organizations and for the projects through getting these personalized dashboard templates and make changing’s as required (i.e., customizing them and changing the headings if required).

Pros of Excel Budget Planner

Regardless of your money goals, you are now able to achieve them with proper sale budgets and here are some amazing features of these excel spreadsheets:

Now realize your current earnings and expenses as well.

  • Your budgets are only effective, if they are based on current earnings and realistic financial data. Check out your income sources from one (Sales Excel Dashboard Spreadsheet Templates).
  • If you are using sale budget sheets, any lack of monthly income, may result in disturbing balance of the whole family, while budgeting is life-savior, helping you efficiently fulfilling basic expenses.
  • You are always able to realize best investing opportunities, and therefore generate good, handsome amount on your investments through your budgeting spreadsheet example.

You are able to spend in emergencies.

  • Any unexpected expenses can be handled efficiently.
  • You are able to kept aside some money monthly, and therefore prepare for financial obstacles, faced at your home or at workplace.
  • Attach all your receipts and other financial documents, along the template and therefore you are always able to track and monitor your expenses.

Excel Sales Financial Dashboard Template

Now go beyond your financial records, and get overview of your company assets and liabilities, through downloading excel financial statement templates. It is legal requirement, that companies are required to maintain their updated financial data, and whether you are looking for excel spreadsheet to prepare your balance sheet, or profit or loss account, or financial plan projection, excel have it all for you.

Pro Features of Sales Tracking and Reporting

Compare your performance of the companies in financial terms, through these professionally designed excel financial templates:

5 year financial plan template

  • For large companies, financial plans are prepared first, before they are acted upon. Any forecasting decisions based on realistic data, are more effectual and profitable.
  • Some RACI Matrix template help you to create this one for documentation.
  • Any decisions regarding, buying of bigger assets, are not taken instantly, (i.e. expenses like depreciation) are calculated initially.
  • Brand awareness policies, can be taken with more smart marketing strategies, which helps in building reputation quickly.

Restaurant Sale profit and loss statement.

  • These templates can be given more personalized touch, through adding your restaurant details like restaurant name, logo, and contact details.
  • Now you are able to maintain your expenses and profit effectively, and therefore automatically cover your expenses, through using these spreadsheets.
  • Make comparison of the sales, and manage your inventory for providing satisfying services to your clients, through downloading restaurant profit/loss sheet.

Balance sheet excel template

  • This sheet provides financial details of your business over the period. You are able to make comparison over the years through this sheet.
  • Owner’s equity, and assets type, can be recognized, and therefore any long term investments can be made efficiently.
  • Financial ratios hold significantly importance, and these can be seen from this balance sheet spreadsheet.

Project Management Dashboard Spreadsheet Templates

Organization performance can be improved if current productivity level is known and if more projects are being worked upon efficiently. Handling multiple projects require proper management and tracking of the milestones, therefore excel dashboard spreadsheet templates, are great in helping detecting financial risks and then preparing for them. Now you are better able to track down your projects efficiently due to project management dashboards and they are actually helpful in management.

Importance of Project Management

Now enhance your customer satisfaction through downloading these amazing templates and here are the features of these templates:

Sale issue tracker

  • Monitor what is going on in specific department, and what issues are faced by your project team, through downloading Sale issue tracker template.
  • Any issues which have not still hit the project, but their probability and chances are high, can be tracked down through dashboard prepared for the purpose.
  • Now plan and add them in the excel workbook and share it with your project team.

Gantt chart Excel Templates

  • View timeline of the deliverables of the project, through this excel sheet.
  • It helps in making changing in the schedules, if certain tasks are dependable and require more effective planning.
  • Any powerful planning and schedules with gantt chart template are only helpful if they are worked upon, and therefore you are now able to make your plans working through personalizing this spreadsheet.

Tracking Sales Excel Spreadsheets

  • Whether you are interested in tracking your sales volume or if it is required for tracking production schedules, these spreadsheets are helpful.
  • Employees timesheets are tracked down and they are given goals accordingly, to help them becoming more organized and achieving their goals daily.
  • As a student you are better able to track down study and examination period and then prepare for them effectively, through downloading this.

Excel Charts and Calendars Spreadsheet Templates

Now give tough competition to your competitors through using excel charts, calendar and workbook templates. Whether you are looking for calendar to maintain your health records, or if you are looking for monthly calendar to plan your monthly activities, excel spreadsheets are of great help. For the persons who are actually linked to any profession, or they need to manage their personal goals, this is possible through these simple and professionally designed templates.

These templates are not limited to any organization as they are part of each type of organization. To do lists and checklist templates are also part of these spreadsheet, which help you figure out any tasks and how to manage them. Track which of your activities of accomplished and, which of these are in the queue.

Scorecard Dashboard Template

Here is some scorecard dashboard template for baseball, football, cricket and volleyball. According to your Match you can get “Customize Sheet” in excel template.

More check out Sales Excel Dashboard Spreadsheet Templates for daily base monitoring and tracking. There are many companies, who already work on dashboard software, great! But expensive one if you don’t know about much technical expertise on excel.

3+ Sample of Payslip Philippines Format

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As an employer, it is your duty to provide your employees with pay slip, when paying out the salaries and it is also required according to law in specific countries like (Philippines). These useful documents are already part of many organizations worldwide due to its effectiveness in tracking and providing the details of the pay and for others, employees are interested in getting the payslip as to get various benefits offered by financial bodies like banks and for budgeting process as well.

Sample of Payslip in the Philippines

For the companies located in Philippines region, they are required to prepare their pay slips in accordance to the policy of the area.

It can handle all your salary information of the employees, from initial till the end.

  • For most of the salary slip, they do provide the details of the date as well, when you start working in the company.
  • Any increments made on your salary and the bonuses given to your employees are also added in the pay slip.
  • You will never miss out any information as a employer, through downloading this pay slip and using it for your company.

Your will never face any salary issue and this can be easily handled by your any employee.

  • You are not required to worry about being pro of Microsoft tools for preparing this invoice, as any person with the basic knowledge is also able to handle it.
  • No confusion and dispute over the salary with your employees any longer.

Blank Payslip Format Free

You are able to as many details in your employees; pay slip through downloading free blank template available for this purpose. As a employees, you are able to add general information of the employee as well as more sensitive data related to salaries. Download this template for making it part of your company.

Check out Employee Duty Roster Template as a Related Template.

Here are three benefits of using a payslip format commonly used in the Philippines:

  1. Easy Understanding of Salary Breakdown: The Philippines payslip format provides a clear breakdown of an employee’s salary, making it easy for employees to understand how their salary is calculated. It typically includes details such as basic salary, overtime pay, allowances, deductions, and net pay. This transparency helps employees keep track of their earnings and ensures that they are paid accurately.
  2. Compliance with Legal Requirements: The payslip format used in the Philippines is designed to comply with the country’s labor laws and regulations. It includes important information required by law, such as the employer’s name and address, employee’s name and position, dates of the pay period, and the company’s TIN (Tax Identification Number). Using a standardized format ensures that employers meet their legal obligations and provides employees with a document that can be used for reference or verification purposes.
  3. Documentation for Loans and Other Purposes: Payslips are essential documents for various financial transactions, such as applying for loans, opening bank accounts, or renting a property. The standardized payslip format in the Philippines serves as proof of income and employment, which is often required by financial institutions or landlords. By providing accurate and comprehensive payslips, employees can easily fulfill these requirements and facilitate their financial endeavors.

Related Content: Phone Log Template

It’s important to note that payslip formats may vary slightly between different organizations or payroll systems. Employers should ensure that the payslips they provide to their employees adhere to the legal requirements and include all necessary information for proper documentation and transparency.

5+ RACI Matrix Template Excel (Project Management)

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Now assign the goals and objectives of the project to your project team efficiently and keep track of the responsible person is now possible through RACI matrix template excel. If numbers of projects are ongoing, tracking any specific person can be difficult and this may result in project failure.

For the company with multiple departments, this is, even more, complicated as the production process involves the number of persons and departments, however, this excel spreadsheet can handle all.

Here is complete plan include “Six Sigma Matrix”, “PMO TEMPLATE” and other accountability and Gantt chart template using in PM phases.

Related Content: Construction Daily Report Template

Quick Facts 

Look some quick fact about RACI MATRIX

  1. You can import matrix in other tools like PDF, WORD for further editing
  2. Add some other tools like BCG and PERT chart
  3. Customization is available
  4. Best template for creating the complete project management plan
  5. More benefits you can get from the premium version

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RACI Matrix Template Excel Features

Now take a look at some of the highlights of the template, making it extremely useful.

BCG MATRIX in EXCEL

It provides you (executive dashboard) for your projects.

  1. This template consists of all the major information regarding specific projects like project deliverable, project leadership, team members, sub-teams and external resources.
  2. Projects success may require any specific internal or external resources, which can see in this template.
  3. It makes your project teams more organize.

It provides a clear picture regarding the project and who must be consult actually.

  1. Now you are able to check responsible, accountable, consult and inform person for the specific deliverable. Just like Pert chart template in PM planning.
  2. You are able to save your time by contacting the right person for the specific action.
  3. Make timely changes in your projects.

A RACI matrix, also known as a responsibility assignment matrix, is a powerful tool used in project management to clarify roles and responsibilities within a project team. It helps define who is Responsible, Accountable, Consulted, and Informed for each task or deliverable.

Using an Excel template for a RACI matrix enhances its effectiveness by providing a structured format that can be easily customized and shared among project stakeholders.

A 5+ RACI Matrix Template in Excel offers the flexibility to accommodate a variety of projects, whether small or large in scale. The template typically consists of a table with rows and columns representing tasks and project team members, respectively.

The first column lists the tasks or deliverables, while the subsequent columns identify the roles in the RACI matrix: Responsible, Accountable, Consulted, Informed, and optionally, Supportive.

Responsibility Matrix Template for Construction Project

Whether it’s a manufacturing project or if it is a construction project, efficient management and control must be effective for its success. Now you are able to maintain strict control for construction projects through downloading this premium “quality excel template” for your company.

  1. Accountability Chart Template Excel
  2. PMO RACI Matrix
  3. Six Sigma RACI Matrix
  4. ITIL RACI Template Excel
  5. Stakeholder Responsibility Matrix
  6. RACI Matrix for Software Development
  7. Gantt Chart Template

Accountability Chart Template Excel

Already “SELF EXCEL” use for inserting Accountability or Organizational Chart in Excel (Pre-Plan Tool) been used in every organization for responsibility regarding finance to other documentation.

PMO RACI Matrix

Project management is a system, which project management utilize for fulfilling their daily base project planning tasks. Guidelines for charting project responsibility according to PMO template is a list here for the customer of Template124.

Six Sigma RACI Matrix

Where department need fully professional communication (Technical to Finance). Six Sigma Matrix add in RACI matrix for duties assign and track every department issues regarding any project or service status.

ITIL RACI Template Excel

For accountability over external sources “ITIL Matrix” use for assign responsibility to every team member.

Stakeholder Responsibility Matrix

Stakeholder reporting pattern must define by every company before launching phase, power-interest matrix and other BCG Matrix use for proper plan implementation. Every stakeholder must need “Birds Eye View” on every impact during the development of launching product or service.

RACI Matrix for Software Development

During some special task, like (Software Development) RACI must initiate for manage risk and issue during the entire cycle. No one blames others if you design this Matrix before initiating any plan.

So we are here to assist you regarding any changes in “RACI Matrix Template Excel” so for any Customization by Template124 developer and other documentation and plan just “Contact Us”

The Responsible role signifies the team member who is responsible for completing a specific task. This individual is actively involved in executing the task and ensuring its completion.

The Accountable role refers to the person who ultimately owns the task and has the authority to make decisions and be held accountable for its success.

Check out Resource Planning Template for Multiple Projects as a Related Template.

The Consulted role involves individuals who provide expertise or advice to the Responsible and Accountable individuals. The Informed role includes stakeholders who need to be kept informed about the progress or outcome of a task but are not directly involved in its execution.

The Supportive role, if included, represents individuals or teams that provide assistance or support to the Responsible role.

Using an Excel template for the RACI matrix provides several advantages. Firstly, it allows for easy customization to align with the specific needs of a project. Team members’ names, roles, and tasks can be easily entered or modified as required.

Additionally, the template enables quick identification of gaps or overlaps in responsibilities, ensuring that no task is left unattended or double-assigned. Furthermore, the Excel template facilitates efficient communication and collaboration among project stakeholders, as it can be easily shared, updated, and reviewed by all team members.

In conclusion, a 5+ RACI Matrix Template in Excel is a valuable resource for project managers and teams, enabling them to clarify roles and responsibilities within a project. With its customizable and user-friendly format, it enhances efficiency, promotes collaboration, and improves overall project success.

By utilizing this template, project managers can effectively allocate tasks, streamline communication, and ensure accountability throughout the project lifecycle.

5+ Excel Customer Relationship Management Template

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Many companies using Cloud base online system for management or Template for Excel {CRM} , but some other record and tracking data you must need some sort of excel base template for record customer contacts and track their financial according to monthly or weekly. Tracking your current customers and providing them satisfying services is way to earn their confidence more and attracting new customers, therefore if you are interested in getting referral customers, consider getting customer relationship management template. This easy to use excel spreadsheet is also useful for contact centers to generate even more successful leads and increasing sales volume through recording details of the current clients. No need to spend on any expensive software’s once you have access to this one.

Check out Hotel Daily Sales Report Template as a Related Content.

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Excel Customer Relationship Management Template Features

This spreadsheet is fundamental these days for keeping your customers satisfied. It is an easy way to record and track your customer’s details.

  • Getting feedback from your current customers regarding your products is good way of bringing improvement in them.
  • Now easily contact your potential customers regarding feedback of the products or for any specific reason through getting details from this template.

No need to hire any extra persons for memorizing these details.

  • This sheet is user friendly and allows handling mass amount of data.
  • No limit for entering customer’s details, it allows you to record for the details of the customers in as many numbers as required.
  • It is equally beneficial for companies and contact centers.

Related Article: Professional Daily Time Study Template

Sales Lead Tracking Excel Template

If you are interested in tracking and monitoring sales made on specific day and month, you can download this template. This is prepared in a manner to provide all the details in organized way and helps in getting information regarding most sales made to specific customers.

CRM Access Data Base Template Excel

Checks out some source for easily build database, how to build CRM from starch? Different types of software base on excel template is used for complete database approaches.

Customer Tracking Spreadsheet excel

Various tracking template of excel for maintain customer database like Contact list, Email and other data in stable mode.

CRM Excel Spreadsheet Download

Online spreadsheet template in CR structure, review some customer dashboard for managing and record monthly.

Call Center Customer Dashboard Template

In mostly call center dashboard reporting template been use for maintain customer Ph record and sales accordingly, also you can manage your agents data and their project base performance direct online. Check Gantt chart for tracking Via time-sheet.

CRM Requirements Checklist

After extensive research we found some best CRM template on web source management, just check checklist and download.

Check some more Customer Relationship Management Template, in XLX and Word format just for record purpose.

Excel Customer Relationship Management (CRM) templates are a great tool for businesses to effectively manage their customer interactions and improve overall customer relationships. Here are five popular Excel CRM templates that can streamline customer project management processes:

  1. Contact Management Template: This template allows businesses to keep track of customer contact details, including names, addresses, phone numbers, and email addresses. It provides a centralized location to manage and update customer information, making it easier to communicate and build stronger relationships with customers.
  2. Sales Pipeline Template: Managing the sales process is crucial for any business. The Sales Pipeline template helps track leads, prospects, and sales opportunities at various stages of the sales cycle. With this template, businesses can visualize their sales funnel, monitor progress, and identify areas for improvement to increase conversion rates.
  3. Customer Service Template: Customer satisfaction is paramount to business success. The Customer Service template helps track customer inquiries, complaints, and resolutions. It allows businesses to log and assign customer service tickets, track response times, and ensure timely resolution, ultimately improving customer service efficiency and effectiveness.
  4. Sales Forecasting Template: Accurate sales forecasting enables businesses to make informed decisions and set realistic targets. The Sales Forecasting template helps predict future sales based on historical data, market trends, and other relevant factors. By utilizing this template, businesses can better allocate resources, plan inventory, and optimize their sales strategies.
  5. Marketing Campaign Template: Effective marketing campaigns are essential for customer acquisition and retention. The Marketing Campaign template helps businesses plan, execute, and evaluate marketing activities. It allows for the creation of marketing calendars, tracks campaign budgets, measures key performance indicators (KPIs), and provides valuable insights to refine marketing strategies.

These Excel CRM templates offer flexible customization options, allowing businesses to tailor them to their specific needs. With their user-friendly interfaces and intuitive designs, these templates provide a cost-effective solution to enhance customer relationship management processes and drive business growth.

 

Excel Monthly Project to Do List Template {2013-2016}

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Example of best professional to do list template in excel, Format available in 2013 and 2016 for best compatible mode for Monthly project management. Predict your projects properly through this template based on single spreadsheet. This is prepared in excel tool, and it is favorite choice of business owners, due to its useful features and handling of mass amount of data. Project managers who are interested in be more organized and creating list of tasks can also adopt this template. It consists of all the required headings and they are already filled in the template.

Monthly To Do List Sheet

This part of the template is the main body of the template, and it provides all the information about the specific project and the list of goals making up this template. It is complicated for preventing deadlines and helping in improving communication among project team members. During the time, when there is burden of work and projects, they can be handled more efficiently by project managers. It must be filled manually and then timeline is generated.

Check:- Gantt Chart with Scheduling Template

Note:- It’s 12 Month Plan, so You can use this Annually Reporting

The Excel Monthly Project to Do List Template from 2013-2016 is a valuable tool for effectively managing projects and tasks on a monthly basis.

This template provides a structured format to track and prioritize various project activities, ensuring efficient project management and timely completion of tasks.

The template is designed with columns for the task description, start date, due date, and status, allowing project managers to have a comprehensive overview of all the ongoing tasks.

By inputting the relevant information in these columns, it becomes easy to monitor the progress of each task and ensure that they are completed within the designated time frame.

Check out Detailed Project Plan Template as a Related Content.

How to Use To Do List Template in Excel?

Here are some Essential items ,It consists of:

  • Task description (this template provides the description of the tasks, which make up any specific project. description can describe the tasks more clearly, and prevent any deadline.
  • Plan start (planned dates are available in this column of the template. Start dates for the tasks initiation, are available here.)
  • Plan end (dates which are planned for completing the tasks, are available in this section. Any specific end dates, for the tasks are filled here)

  • Total months (time duration for the specific task is mentioned here. It is calculated and estimated and then filled here, this time duration is filled in days or months as required. )

  • Type (any specific type of task is filled here). It is filled manually as you have selected in the settings sheet. Just fill the types in the settings sheet and select any type here for specific task)

Timeline for the Monthly To Do List

This is important section of the template showing the duration and time-frame for the tasks. Each task is accomplished in same time-frame or varies, according to the type of task. This is part of the same sheet; however this is another part of the table showing the time available for the tasks, time utilized and leftover time for specific tasks and for the project. It fills automatically based on the data in the table. Timelines are available in different colors making identification really easy and improving visibility of the tasks. To make these time line more clear, you are able to prioritize and change colors however selected colors and their indication is mentioned above to make tracking and monitoring more easily.

Note:- Same like Construction Project Scheduling Management

  1. X is for black and it indicate the tasks which are completed.
  2. B is for blue and it shows ongoing task.
  3. P is for color and it is also use to show ongoing tasks.

Multiple projects and their tasks are listed in this template and these tasks are then shown up with help of these timeline available in different shades. Just download this premium Excel Monthly Project to Do List Template and start using it or you can take it in printable form as well for the meetings purpose.

Related Sources:-

In addition to tracking individual tasks, the template also includes features that allow for categorization and prioritization. Project managers can assign specific categories or labels to tasks, making it easier to filter and sort them based on their importance or urgency.

This helps in identifying critical tasks that require immediate attention and allows for better resource allocation.

Moreover, the template provides visual indicators for task status, such as “Not Started,” “In Progress,” and “Completed.”

This allows project managers and team members to quickly assess the overall progress of the project and identify any bottlenecks or areas that may require additional resources or attention.

Related Content: Project Stakeholder Management Templates

With the Excel Monthly Project to Do List Template, project managers can effectively plan, track, and manage projects on a monthly basis.

By having a clear overview of tasks, their deadlines, and their status, it becomes easier to prioritize and allocate resources accordingly, ensuring successful project completion within the given timeframe.