Lead Tracking Archives - PK: An Excel Expert

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Sales Funnel Report in Excel

August 24, 2025August 24, 2025 PKComments Off

Effective sales management requires a clear view of your pipeline. Tracking leads, opportunities, and conversions helps sales teams prioritize efforts, close deals faster, and increase revenue. Our ready-to-use Sales Funnel

Dashboard

Sales Funnel Dashboard in Excel

June 26, 2025June 26, 2025 PKComments Off

Understanding the sales process is crucial for improving conversion rates and optimizing sales strategies. The Sales Funnel Dashboard in Excel provides a comprehensive tool to track leads, opportunities, conversions, and

Dashboard

Customer Relationship Management Dashboard in Excel

June 7, 2025June 7, 2025 PKComments Off

Customer relationships drive the success of every business. But managing those relationships manually can quickly become overwhelming. That’s where a Customer Relationship Management (CRM) Dashboard in Excel makes a real