After you have the worksheet copied into your spreadsheet, you can set up a drop-down box and lookup functions. The image below shows a drop-down list that uses the Customer Name. It is a screenshot from theInvoice Trackingtemplate. The instructions below explain how the drop-down box is...
pay vendors AFTER customer pays - tracking We pay some of our vendors AFTER we get paid. Is there a way to track which invoices the customer paid go with which vendor bill, outside of keeping a spreadsheet, to be able to easily see what I can pay the vendo...
It’s like a backstage pass to your customers’ minds. You get to know their preferences, habits, and behaviors — what makes them tick, frustrates, or delights them. You’re not just tracking what customers do but understanding why they do it. The insider knowledge of customer behavior en...
with an Excel spreadsheet, or by the Access application that comes with the book, or by your own application (business rules supplied). The scores represent the likelihood of each customer to respond to marketing and remain a customer, allowing you to rank your customers by their potential ...
Pain Points of Excel Spreadsheet Planning & Forecasting Excel is a powerful tool for managing and analyzing data, and it has been widely used for planning and forecasting for many years. As the market and business environment become more complicated, Excel may not be the best tool for planning...
Effortless time tracking Intelligent candidate-screening Delivering creative projects involves a lot of moving pieces. Spreadsheets are unreliable, and keeping project tools up to date can feel like a chore. With Toggl Plan, you can plan, prioritize, and track projects using simple, drag and drop ...
Airtable is a customer database software that focuses on a simple user experience. You’ll notice that the platform is similar to an Excel spreadsheet, which can be both a good and bad thing. While many of us are familiar with Excel, paying for a tool that mimics an Excel sheet may not...
A team of professional specialists in creating spreadsheet templates for budgeting and planning, tailored to both personal and business needs. Google Sheets and Excel offer incredible flexibility — our templates make it easy to plan your days, track habits, organize content, and manage tasks. With...
Just a few years ago, manually storing data on Excel sheets or similar spreadsheet software seemed like a reasonable, low-cost solution for customer data management. But for enterprising businesses, that approach just doesn’t cut it anymore. As your business grows, so does your need to manage...
On the application bar, click Open in Microsoft Office > Export to Excel > Customers to send the information in the grid view to a Microsoft Excel spreadsheet. (If a dialog appears asking if you’re sure you want to leave the page, click “Leave this page”.) When asked, click ...