Excel Customer and Lead Tracker Dashboard for Service BusinessesExcel Customer and Lead Tracker Dashboard for Service Businesses
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Customer & Lead Tracker | Excel Dashboard
An Excel-based customer management system designed for small service businesses.
This workbook helps organize customer inquiries, track potential jobs, monitor estimates, and manage follow-ups in one place.
The dashboard automatically summarizes active leads, outstanding estimates, pipeline value, and completed sales.
Portfolio demonstration using fictional customer data. Not a paid client project.
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