Customer & Lead Tracker |
Donald Catalani
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.
Like this project
Posted Oct 28, 2026
Customer & Lead Tracker | Excel Dashboard An Excel-based customer management system designed for small service businesses. This workbook helps organize custo...
Likes
0
Views
0
