Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Have you ever stared at a spreadsheet packed with endless rows of numbers, wondering how to make sense of it all? You’re not alone. In a world where data drives decisions, the ability to transform raw ...

Whenever I manage large databases and projects in Excel, Microsoft’s spreadsheet software can sometimes feel intimidating. It often results in an inefficient and frustrating experience. Then, I ...

Microsoft Excel is an extremely capable tool for organizing and analyzing data, but in its raw form this data can be hard to ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. Customer relationship management (CRM) involves myriad ...

If you want to create a dashboard in Microsoft Excel, this post will help you. A dashboard is a type of graphical representation that depicts the key performance indicators for a particular topic or ...

Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

SAN FRANCISCO--(BUSINESS WIRE)--Insightly, the CRM for building lifelong customer relationships, today released new dashboards and Insight Cards that allow companies to visualize their operational and ...

Watching CRM dashboards is like monitoring stocks online—it's easy to get mesmerized by the merest up tick or downturn in lead flow. But like savvy investors, savvy marketers need to do the legwork to ...