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    CRM Template

    Uploaded by

    Migrasi TV
    The document contains a CRM dashboard template with charts displaying opportunities by stage and value. It includes tables with contact and company information, most of which is blank or tagged as '-'. The template is intended to track sales opportunities and customer/business information.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    CRM Template

    Uploaded by

    Migrasi TV
    9 views51 pages
    The document contains a CRM dashboard template with charts displaying opportunities by stage and value. It includes tables with contact and company information, most of which is blank or tagged as '-'. The template is intended to track sales opportunities and customer/business information.

    Original Description:

    CRM Template Form

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

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    The document contains a CRM dashboard template with charts displaying opportunities by stage and value. It includes tables with contact and company information, most of which is blank or tagged as '-'. The template is intended to track sales opportunities and customer/business information.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    9 views51 pages

    CRM Template

    Uploaded by

    Migrasi TV
    The document contains a CRM dashboard template with charts displaying opportunities by stage and value. It includes tables with contact and company information, most of which is blank or tagged as '-'. The template is intended to track sales opportunities and customer/business information.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 51

    Dashboard

    Number of Opportunities by Stage


    Sales
    $488,784 Contract Sent 1
    Follow-up 2
    Negotiation 2
    Total #People
    7 Presentation 1
    Qualified 2

    Total #Companies
    7

    Total #Opportunities
    8

    Value of Opportunities by Stage


    Contract Sent $2,000
    Follow-up $32,999
    Negotiation $260,101
    Presentation $100,000
    Qualified $110,815
    # Opportunity by stages
    2.5
    Contract Sent Follow-up
    2 Negotiation Presentation
    1.5 Qualified
    1
    0.5
    0

    $ Opportunity by stage
    $300,000
    Contract Sent Follow-up
    $250,000
    Negotiation Presentation
    $200,000
    Qualified
    $150,000
    $100,000
    $50,000
    $0
    This CRM template on Google Sheets was built by Softr.io, if you want to get its full feature and build a front-end to your CRM,

    Follow-up
    Presentation

    Follow-up
    Presentation
    People

    Name Company Work Email Title Contact Type Work Phone


    Name 1 Potential Customer
    Name 2 Potential Customer
    Name 3 Current Customer
    Name 4 Other
    Name 5 Current Customer
    Name 6 Potential Customer
    Name 7 Other
    Work Website Address City Zip Linkedin Tags
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    Description
    Companies

    Name Contact Type Work Phone Email Domain Work Website Address
    Business 1 Potential Customer a
    Business 2 Current Customer b
    Business 3 Potential Customer c
    Business 4 Other d
    Business 5 Potential Customer e
    Business 6 Potential Customer f
    Business 7 Current Customer g
    City Zip Country Linkedin Assignee Tags
    https://www.linkedin.com/vsearch/c?type=companies&keywords=Business 1&o
    https://www.linkedin.com/vsearch/c?type=companies&keywords=Business 2&o
    https://www.linkedin.com/vsearch/c?type=companies&keywords=Business 3&o
    https://www.linkedin.com/vsearch/c?type=companies&keywords=Business 4&o
    https://www.linkedin.com/vsearch/c?type=companies&keywords=Business 5&o
    https://www.linkedin.com/vsearch/c?type=companies&keywords=Business 6&o
    https://www.linkedin.com/vsearch/c?type=companies&keywords=Business 7&o
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    Description
    type=companies&keywords=Business 1&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&search=Search
    type=companies&keywords=Business 2&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&search=Search
    type=companies&keywords=Business 3&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&search=Search
    type=companies&keywords=Business 4&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&search=Search
    type=companies&keywords=Business 5&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&search=Search
    type=companies&keywords=Business 6&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&search=Search
    type=companies&keywords=Business 7&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&search=Search
    Opportunities

    Name Company Stage Value Close Date Win % Status


    Opportunity 1 Business 1 Qualified $12,131 3/24/2015 30% Open
    Opportunity 2 Business 2 Follow-up $3,000 3/9/2015 20% Lost
    Opportunity 3 Business 3 Contract Sent $2,000 3/26/2015 50% Open
    Opportunity 4 Business 4 Follow-up $29,999 3/27/2015 30% Open
    Opportunity 5 Business 5 Negotiation $10,101 4/13/2015 60% Open
    Opportunity 6 Business 6 Presentation $100,000 5/6/2015 50% Won
    Opportunity 7 Business 7 Qualified $98,684 7/16/2015 70% Lost
    Opportunity 8 Business 7 Negotiation 250000 8/19/2015 30% Open
    Loss Reason Priority Source Tags
    None High Advertising plan
    Competitor High Cold Call high
    None High Advertising low
    None Midium Email estinamte
    Competitor High Cold Call followup
    None High Advertising investment
    Competitor Low Other ongoing
    Features High Cold Call hot, strategic
    Description
    People / Company Opportunities
    Contact Type Stage Status Source Loss Reason
    ALL ALL ALL ALL ALL
    Potential Customer Qualified Open Advertising Competitor
    Current Customer Follow-up Won Cold Call Features
    Other Presentation Lost Email Price
    Contract Sent Abandoned Other None
    Negotiation

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