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Payment Recovery Analytics Dashboard in Microsoft Excel | Accounts Receivable & Payment Summary Report
Developed a professional Payment Recovery Analytics Dashboard in Microsoft Excel by organizing and analyzing a large payment summary dataset containing 14,000+ records. Created a Recovery Priority List based on overdue days, identified the Top 5 States with the highest pending amounts, and designed pivot tables, KPI summaries, and interactive charts. Leveraged Excel formulas, Pivot Tables, conditional formatting, and data visualization techniques to deliver actionable financial insights for efficient payment tracking and recovery management.
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Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
AI-Assisted Data Cleaning & Formatting for Client Contact Lists | Excel Expert
Cleaned and standardized a messy client contact database using Excel and AI tools — fixing inconsistent name formatting, broken email entries, mismatched phone number formats, and irregular currency values. Delivered accurate, standardized, ready-to-use data with zero errors. Ideal for businesses needing reliable data entry, CRM cleanup, or bookkeeping support.
#DataCleaning #ExcelExpert #DataEntry #Bookkeeping #AItools #DataAnalysis #VirtualAssistant #SmallBusinessSupport #FreelanceAccountant #ExcelSpreadsheet
