Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

This article explains how to create a report in Microsoft Excel using key skills like creating basic charts and tables, ...

Struggling with endless spreadsheets and complex data that just won’t make sense? You’re not alone. Many professionals face the same challenge of turning raw data into actionable insights. By ...