Streamline your business operations with the Excel CRM Insight Dashboard Template, designed to be both visually appealing and highly interactive. This template provides a full overview of key business metrics, making it simple to track performance across various departments. The main dashboard is read-only to protect data, while entry forms allow for seamless updates and easy data management.
👉 Download the Template:
🖱️prml.ink/PayhipCRM
🖱️prml.ink/GumroadCRM
👉 More Templates Here:
🖱️prml.ink/Gumroad
🖱️prml.ink/Payhip
Key Features
Comprehensive Dashboard Gain a complete snapshot of your business at a glance. Track essential metrics like net profit, cash flow, and profit margin, and analyze payment methods (cash or card) for deeper financial insights. Visualize social media engagement with a pie chart that reveals channel attraction performance and view key metrics for top-performing employees and products. Monthly sales trends are displayed in a column chart, while the order tracker provides a quick update on completed, in-progress, and canceled orders.
Personal Performance Tracking Stay informed on individual performance metrics with a star rating system based on monthly KPIs. Track salaries, sales plans, and completed orders with KPI percentages, and view a comparison of personal sales goals versus actual achievements in an engaging bar chart. Additional indicators, such as total salaries, KPI rewards, and net profit by month or year, provide a well-rounded view of personal contributions to business growth.
Detailed Statistics The Statistics section provides year-based insights into net profit, cash flow, profit margin, and an income-expenses graph for a clear financial overview. Break down monthly and yearly performance in profits, costs, and salaries, with detailed counts for each service offered.
Order Management Manage orders efficiently with a recent orders log, general status overview, and a search tool for quick retrieval of specific orders. This section simplifies order tracking, helping you stay on top of sales and customer fulfillment.
Extras for Enhanced Functionality Boost operational efficiency with inbuilt tools to add employees, manage payroll, and generate printable payslips and invoices automatically, based on selected employee details. The project planner and automated payroll system streamline HR tasks, linking seamlessly with employee data for accurate payrolls and payslips.
🤝 Partnerships and Affiliates:
🖱️dreblue.gumroad.com/affiliates
🖱️payhip.com/auth/register/af66de84cf8de4f