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This self-initiated portfolio project demonstrates how I turn messy sales data into a clean, update-ready Excel reporting system.
I cleaned and standardized 72 synthetic sales records, corrected inconsistent customer, region, product and sales-representative entries, flagged duplicate order IDs, and excluded pending or refunded transactions from valid sales.
I then built an Excel dashboard showing net revenue, valid orders, data issues, and revenue summaries by month, product and region. The workbook is organized into Raw Data, Clean Data and Dashboard sheets, making the results easy to review and update.
Key results:
• 72 source records reviewed
• 19 data issues identified
• 53 valid orders summarized
• $41,503 net revenue reported
Tools used: Microsoft Excel, formulas, data validation, data cleaning and dashboard reporting.
Note: This is a self-initiated portfolio project using synthetic data.
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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
