Optimize Your CRM Data: From Raw Export to Pivot-Ready ExcelOptimize Your CRM Data: From Raw Export to Pivot-Ready Excel
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Overview
The client provided a monthly sales report exported from their CRM system. The data covered Q1–Q2 sales transactions across 5 regional sales reps, containing product names, quantities, revenue figures, dates, and customer names. The raw export was completely unformatted — inconsistent date formats, mixed-case text, and currency values stored as plain text made it impossible to build pivot tables or charts directly.
GOAL
1.Remove all duplicate rows and standardise date formats
2.Convert revenue and quantity columns from text to proper format
3.Apply consistent column headers, freeze panes, and conditional formatting
4.Make the sheet ready for pivot table analysis and charting
What I Did
1.Removed Duplicate Rows
2.Standardised Date Formats
3.Fixed Text-Stored Numbers
4.Standardised Text Values
5.Formatting & Final Polish
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