Google Sheets CRM system

? Description:

This is a customized Google Sheets CRM system designed to manage and track the entire B2B sales funnel from lead generation to deal closure. It serves as a central hub for organizing and visualizing sales team activity and performance using an interactive dashboard view.

? Structure & Features:

1. Dashboard Overview

Dynamic dashboard summarizing key performance metrics for two teams: EL Ninja and 5Hots

Data includes:

MR (Market Reach)

Leads contacted

Scheduled visits

Completed visits

Follow-ups and deals

Conversion rates at each stage

Visual breakdowns of individual and total performance

2. Funnel Tracking by Team

Each team has 3 dedicated sheets to reflect the stages of the sales funnel:

Leads Sheet:

Centralized database of all MR leads; avoids redundancy and simplifies updates

Schedule Visit Sheet:

Used to assign and schedule visits, tracking progress and visit confirmations

Deal Done Sheet:

Final stage for logging successful conversions (deals closed)

3. Conversion Metrics

Automatically calculated KPIs like:

MR to Contacted %

Contacted to Visit %

Visit to Deal %

Deal Follow-ups

Open Deals/Tasks

4. User-Friendly Layout

Clean UI using table formatting, conditional color codes, and percentage metrics

Easy for teams to update real-time data and monitor their own funnel performance

Benefits & Use Cases:

Clear visibility on team effectiveness and gaps in the funnel

Helps sales managers identify bottlenecks or inactive members

Great for tracking accountability, productivity, and conversion trends