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English
$
USD
I will create an excel CRM and sales pipeline dashboard
Clint Majors
About this gig
Organize leads, follow-ups, and sales activity in one practical Excel or Google Sheets CRM. I will create a custom sales pipeline tool that shows every lead and current stage, assigned owner and next action, expected deal value, follow-up dates, won and lost opportunities, pipeline totals, and conversion performance. The workbook can include dropdowns, conditional formatting, filters, KPIs, charts, and clear instructions. I build around your actual sales process rather than forcing your team into a generic template. This service is ideal for small businesses and sales teams that need better visibility without complex CRM software. Message me before ordering for imports, email automation, APIs, VBA, or multiple pipelines.
Get to know Clint Majors
Clint Majors
Excel Dashboard Specialist
- FromUnited States
- Member sinceFeb 2018
- Avg. response time4 hours
Languages
English
I bring nearly 20 years of hands-on management and operations experience to every spreadsheet I build. I create practical Excel and Google Sheets dashboards, CRM tools, inventory trackers, budgets, and reporting systems that help small businesses work more efficiently. I also repair formulas, clean data, add validation and conditional formatting, and provide clear instructions. My focus is accurate calculations, professional layouts, and tools that are easy for real teams to use.
FAQ
Is this a replacement for Salesforce or HubSpot?
It is a lightweight custom spreadsheet CRM for teams that do not need a full enterprise platform.
Can you match our sales stages?
Yes. Provide your stage names and workflow in the requirements.
Can multiple people use it?
Yes. Google Sheets is often best for simultaneous editing; Excel is strong for desktop workflows.
Will you use my real data?
Yes, if you provide it. You may also send anonymized sample data.
