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hello and welcome to customer relationship management template this tool mainly will help you to track your tasks schedule your work and remember about all your appointments and meetings template contains four section with data input and four results sections so let's start with the settings this section is where you define all your settings list your process stages from the very beginning to the end of the process input your salesman your task importance and lead states options if you would like to have additional rows press on the plus sign once you're done go back to menu and click on the address book this sheet will include the database with your customers or leads information enter your customer name and its relevant properties you may select status from the drop down menu you may have additional columns by pressing on the plus sign in here once you're done go back to menu and click on define tasks this section will cover your tasks to see what to achieve on a table select the customer once selected the id will be created automatically create a task write a short information about the goal of the task if you haven't select it as open or close the or an orange cell will appear on the relevant cell to indicate that you should choose from the options for the active column and then select the importance once you define your tasks go to tasks and process records this section will help you to track your progress if the task from the previous list is active you can reach it in here choose your task id there could be same ideas if there's different salesmen in each stage enter the beginning date and then the stage later on the salesman you may filter the table later to easily see your results like once you're done go back to menu now you have completed all the input sheets and we may display the output so let's start with a process pipeline this section will demonstrate all tasks in a kanban form you may filter the table under customer lead source sales agent importance and closed filters the only thing that you have to do is select the proper option to filter your results you may either select one option directly or you may just click on the check sign and click on the options you would like to display in this table if the options are covered with blue color it means they're filtered onto that option the colors standing on the left side of each task represent the importance that you already selected in the previous sheets you may also recreate the table by choosing the stage names from the drop down lists and also if you have more stages to add press on the plus sign to get more columns and choose the new stage if you delete the stage name the colors will go away automatically now we may check the calendar in this section you may see your stages in a calendar fall select the month and then the year and also to see whether all tasks or only the current tasks last two sections are in the form of a dashboard showing graphically all the actions and results sales performance analyzes consolidated data and displays results under average days per stage number of stage and task information by agents the first dashboard shows how many days in average does it take to get in this stage while the second dashboard represents the number of stages by all salesmen the third dashboard represents the number of tasks and stages of each agent you may filter these charts by using the filters above select all salesmen or any other select your date range and as you see the numbers of open and closed tasks and also the charts will change immediately ing to these preferences and lastly on the tasca version this section will help you to see your flow analysis the charts can be filtered on the date or tasks just like in the previous sheet once selected your filters you may see your results for number of tasks per state average days per stage division of lead sources and tasks per customer thanks for watching and don't forget to check our other templates at .someeka.net