I will build a custom excel sales tracker and dashboard

New Zealand

I speak English

I Build Sales Trackers, Dashboards and Systems That Help You Close More Deals

Hi, I’m Toni — a National Sales Manager with 25+ years’ experience building practical sales systems that drive results. I help turn messy spreadsheets into clear, structured trackers and dashboards so...
About this Gig

I build clean, practical Excel sales trackers and dashboards that help you manage your pipeline, track opportunities, and improve visibility across your sales process.

This is not a generic spreadsheet. Its a structured system designed for real-world sales use.

If you're currently:

  • using messy spreadsheets
  • losing track of follow-ups
  • lacking visibility on your pipeline
  • or not tracking performance properly

I can help you fix that with a simple, structured Excel solution.

What I can do:

  • Build or customise a sales tracker
  • Create pipeline dashboards
  • Track leads, opportunities, and follow-ups
  • Set up reporting for performance and forecasting

Ive developed a complete sales operating system in Excel that can be tailored to your business.

Perfect for:

  • Sales reps
  • Small business owners
  • Sales managers

Message me before ordering so I can understand your requirements and recommend the best option.


Built from real-world sales management experience


If you're unsure what you need, message me I'll help you map it out.

Technology:

Excel

Google Sheets

VBA

Zapier

Expertise:

Data flow

Data manipulation

Data validation