I will build an excel lead tracker with dropdowns and a summary
About this Gig
Keep your leads, follow-ups and sales statuses in one easy-to-use Excel file.
I will build a simple tracker around your workflow: up to 2 worksheets, 10 columns and 100 sample records, with status dropdowns, filters, up to 5 formulas and a compact summary.
The $20 package includes an editable XLSX, a short filling guide and 1 revision within the agreed scope. Delivery: 2 days. I check dropdowns and totals against sample records before delivery.
Send your field list, statuses, summary rules and a small sample with unnecessary private information removed. Message me first if you need a larger file.
This package does not include VBA, macros, external integrations or large data migration. All communication stays on Fiverr. Portfolio examples are demonstration projects with fictional data.
Platform:
Excel
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Data validation
