Streamline Your Client Payment Tracker Excel for Marketing

Client payment tracker excel for Marketing

hey guys this is michael and i want to walk you guys through a CRM dashboard that i've built for a construction company and i'm just going to show you guys the features at this dashboard and how you can how can build something similar for your business as well so this is a company that tracks everything from the date that the job was opened to the salespersons the lead names this is all names by the way and they have a lead source and then they want to track you know if they made an appointment if it was converted to a sale the job type the deposit amount and all these different things that you might track for a certain job for all of your clients so everything is inputted here so every time they get a new job they basically just go down and fill it in to the next available row so they just click on this and they select a date they select a drop down menu and they select a sales person they type in the clients names and then they just fill in all those information and then this dashboard is automatically going to update based on that sheet right so now they just have to do everything on one sheet and they can track all of it in their information by month and by salesperson in a really organized way so let me show you this dashboard and what it has so on the top here you can select the year in the month that the data that you want to see so this these guys wanted to see all of their sales only from a certain month so that's how I built it but you can also kind of do year-to-date and just see all the data over the entire year so if they select that they can quickly see you know their total sales from year-to-date they can see their Commission's they can see the amount of leads the appointments the jobs how many went from leads to appointments and how many went from appointments to jobs and it has all of this nice visualization here this is a monthly breakdown section so that they can see month to month how much what is going on with their with their sales or leaves and the jobs and their appointments those were the most most important metrics for him to capture and here you can kind of I can change it to see average sales for total sales over those 12 months here they wanted to see the job type so you notice over here we kept a column for the job type and then this is going to display on this graph over here and then they want to see their sales by certain towns and they wanted to see their sales by lease source which is important for a lot of people so they got most of their leads through Lowe's for example and they wanted to check a bunch of different things but basically I've built many dashboards like this where it's a lead management system and then there's a couple other dashboards as well a lot of clients want to track their goals so they want to track so I put a tab for targets and they can hit they can basically just type in their targets for each salesperson each month and then it's going to show over here whether or not they've hit their goals or not so I included this little bar chart just to see whether they hit their goals or not so you can change the salespersons and it's going to update based on who you select right these guys don't have goals set in and then here we have a year-over-year chart so this client happened to have data from many years ago so that we're able to put it all in and basically see see for each month of the past three years what their sales have been and you can see here that the green means that it's the highest for that year so they do really well during the summer months and they can see that they have a very slow January February March and December so this is a really good way to kind of just visualize all of your data without needing to go in and calculate everything you do everything basically based on this based on this sheet over here and then everything else is gonna update so it's a really great way to keep your business organized and key party leads organized without usually having to use software so yeah so I want to show you guys this let me know if you want something built that's similar to this and I will we can contact each other and then set some set up a call thanks