Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. Included on this page, you’ll find a Google spreadsheet CRM template with dashboard, as well as Excel CRM templates for...
CRM offers built-in dashboards and reporting tools to help you analyze which channels generate the highest-quality leads and conversions. You can: Track the effectiveness of your email marketing campaigns (clicks, opens, etc.) Tag and categorize leads based on their acquisition source, such as ...
Good day CRM experts,I need your help in finding out BAPI or FM to update Sales district, office and group details (DOG) for an existing Business Partner (BP).Best Regards. ZerocoolExplorer2 weeks agoinCRM and CX Q&A Indicator value shows as X and # in C4C report instead of YES or...
You can quickly move from posting to your company blog to tracking support tickets, accessing useful reporting dashboards along the way. Want AI in the mix? There's generative AI on the platform, and ChatSpot is evolving to do anything from data entry to analysis through an easy-to-use ...
You can quickly move from posting to your company blog to tracking support tickets, accessing useful reporting dashboards along the way. Want AI in the mix? There's generative AI on the platform, and ChatSpot is evolving to do anything from data entry to analysis through an easy-to-use ...
This means customizable dashboards, pipelines, reporting, call analytics, and more. It’s important to note, however, that a customizable CRM is different from a custom CRM, which is built from the ground up to exacting specifications and runs at a much steeper price point. Intuitive CRMs ...
Yes, you can export the report or dashboard in various formats such as CSV, EXCEL, PDF, HTML and image. To learn more, refer this documentation. 6. How do I print the reports and dashboards created in Analytics Plus? To do this, export the report or dashboard in the required forma...
userform User Dashboard User-owned dashboards. userquery Saved View Saved database query that is owned by a user. userqueryvisualization User Chart Chart attached to an entity. workflow Process Set of logical rules that define the steps necessary to automate a specific business process, task, ...
Dashboard:Use the drag-and-drop functionality to configure dashboards with specific filters, fields and charts. Track sales team’s performance and other business-critical metrics. Lead Management:Manage and track all leads from capturing to the closing stage. Set up automated lead scoring and rou...
A collection of professionally designed CRM templates available for Word, PDF, and Excel. Download, customize, and send in minutes.