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$
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I will create editable CRM spreadsheet, KPI reports and excel dashboard pivot tables
Judy dixon
About this gig
Losing leads, missing follow-ups, or tracking sales in a messy spreadsheet can slow down your business.
Without a clear CRM system, it becomes harder to know who to contact, what stage each lead is in, and how your business is performing.
I will create a clean editable CRM spreadsheet with KPI reports to help you manage leads, clients, sales, and follow-ups in one organized place.
I design CRM spreadsheets and KPI dashboards for businesses that need a simple system without paying for complex software. My approach is to understand your workflow, organize your data structure, create useful tracking columns, add formulas, and design clear reports that help you make better decisions.
WHAT I OFFER:
Editable CRM spreadsheet template
Lead and client database
Sales pipeline tracker
Follow-up tracking section
Deal status and priority columns
KPI summary reports
Charts and dashboard layout
Automatic formulas
Data sorting and filtering
Clean professional formatting
SUITABLE FOR:
Small businesses
Sales teams
Coaches and consultants
Service providers
Real estate agents
Agencies and startups
I will build your spreadsheet to be simple, useful, and easy to update daily.
Message me now
Get to know Judy dixon
Judy dixon
CRM Spreadsheet
- FromUnited Kingdom
- Member sinceFeb 2026
- Avg. response time1 hour
Languages
English, Spanish, German
I lead a digital solutions team helping businesses turn ideas, data, and content into systems that work. We build Systeme.io sales funnels, online course websites, landing pages, and responsive Divi WordPress websites. We also create automated Excel dashboards, CRM spreadsheets, KPI reports, and professional Amazon KDP or magazine layouts. Every project is handled with clear communication, accuracy, strategy, and clean design. Our goal is to solve the real problem, deliver reliable results, and build solutions that support your business growth.
My Portfolio
FAQ
Can you create a CRM spreadsheet from scratch?
Yes. I can create a custom CRM spreadsheet based on your business workflow, leads, clients, sales process, and follow-up needs.
Can I use the CRM spreadsheet in Excel or Google Sheets?
Yes. I can create the CRM in Microsoft Excel or Google Sheets, depending on the platform you prefer.
Can you add KPI reports and dashboard charts?
Yes. I can add KPI summaries, charts, sales reports, lead tracking reports, conversion reports, and performance overview sections.
Can you work with my existing CRM spreadsheet?
Yes. I can clean, redesign, improve, add formulas, organize columns, and turn your existing spreadsheet into a better CRM system.
Can the spreadsheet track follow-ups and lead status?
Yes. I can add follow-up dates, lead stages, priority levels, deal status, contact notes, and next action columns.
Can you make it simple enough for daily use?
Yes. I focus on creating a clean, organized, and easy-to-use layout so you can manage your business without confusion.
Will the CRM spreadsheet be editable?
Yes. You will receive a fully editable spreadsheet, so you can update leads, clients, sales, notes, and reports anytime.
