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Using Excel as a CRM is also often less time efficient because … At a minimum, your sales pipeline template should include the following information: The names of the products or services being sold. This is why we allow the book compilations in this website. Create a sheet and name it Dashboard. Excel dashboard templates are a type of information management tool that you can use to visually monitor, analyze then display: Key Performance Indications or KPIs Key data points and metrics that monitor the health of your business, its departments, or a certain process. For now, here is a glimpse of how I plan to use this sales funnel chart in the sales pipeline management dashboard. The reality is, not every sales team needs a super complex sales forecasting model. We’re not advising you to do away with Excel in favor of other expensive tools. General receipt receipt sales forecast template excel. 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