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Collected and organized publicly available information from official government websites into a structured Excel spreadsheet for analysis, reporting, and record management purposes.
The network for creativity
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great work!!
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
XYZ Corp. Sales Performance Dashboard
Created an interactive Excel dashboard to analyze FY 2025–2026 sales data and present key performance insights through KPIs and visual summaries.
Excel features used: Pivot Tables, Pivot Charts, Slicers, Formulas, Data Cleaning, and Dashboard Design.
The dashboard transforms raw sales data into a clear, interactive view, making it easier to track and understand overall sales performance.
