I will client tracker spreadsheet, CRM dashboard business tracker lead tracker in excel

Germany

I speak English, German, French, Italian, Spanish

11 orders completed

WEBSITE DEVELOPER

Hi! My name is Rea, I’m a skilled virtual assistant and digital service provider specializing in Canva ebook/workbook design, Carrd website design & redesign, Zoho CRM setup (Zoho One, Recruit, Forms...

Level 1

Has met certain performance criteria and shows strong potential in the marketplace.

About this Gig

Need a professional Excel spreadsheet to organize your clients, leads, and business data?


I create custom Client Tracker Spreadsheets, CRM Dashboards, Business Trackers, and Lead Tracking systems that help you manage your workflow efficiently and make better business decisions.


In addition to CRM and lead trackers, I design sales trackers, customer databases, project trackers, appointment trackers, invoice trackers, expense trackers, KPI dashboards, revenue reports, task managers, inventory trackers, employee records, booking logs, and automated Excel dashboards with formulas, charts, conditional formatting, and data validation. Every spreadsheet is built to be user-friendly, organized, and easy to update.


What you'll receive:

  • Fully customized Excel spreadsheet
  • Automated formulas & dashboards
  • Clean and professional layout
  • Easy-to-use and editable workbook
  • Fast communication & on-time delivery


Let's build a powerful Excel tracker that keeps your business organized, improves productivity, and gives you clear insights into your performance.

Technology:

Excel

Google Sheets

Industry:

Financial services & business

Nonprofit

Public sector

Data type:

Numeric

Phone

Free text

Custom

Currency

My Portfolio