TABS:

1. Instructions
2. Settings
3. Main Dashboard
4. Lead Generation
5. Project Tracker
6. Task and Follow Up
7. Communication Log
8. Customer Feedback
9. Marketing Campaign
10. Subscription and Membership Management

Features

• Intuitive and quick set up in just a few steps
• Lead Generation Dashboard
• Project Management Dashboard
• Task and Follow Up Dashboard
• Communication Dashboard
• Customer Feedback Dashboard
• Marketing Campaign Dashboard
• Subscription Management Dashboard

Main Dashboard

• Track annual revenue pipeline
• See what sells best throughout the year
• Check the latest comms, ratings & subscriptions
• Lead generation data summary
• Project management data summary
• Task tracker data summary
• Multi-year filter view for data analytics
• Key annual metrics in a summary dashboard

Lead Generation Dashboard

• Record key details of your lead generation
• Know your lead sources & client categories
• Analyze the decision-making and conversion

Project Management Dashboard

• Track the project status of onboarded clients
• Know your pipeline, the amount paid & conversion
• Visualize performance in charts & graphs

Task Tracker Dashboard

• Track your key tasks associated with clients
• Top 5 upcoming tasks by the due date
• Visualize performance in charts & graphs
• Stay organized on top of your tasks with status, priority, and due date information

Communication Dashboard

• Interactive client dashboard
• The top 5 latest client communications
• Client communication finder
• Simplify your communication workflow with clients’ interactive dashboard

Customer Feedback Dashboard

• Track your client satisfaction over the year
• The top 5 latest clients’ feedback
• Understand your best product performance
• Easily understand and track your clients’ satisfaction with your services

Marketing Campaign

• Track your campaigns
• The top 5 latest marketing campaigns
• Control your marketing budget
• Understand your marketing cost in respect to conversion rates; see which campaigns generate more conversions and cost less

Subscription Management

• Track your subscription performance
• Understand what sells most
• Foresee your revenue with renewal dates

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if editing through Google Sheets)
• Microsoft Excel (if editing through Excel)
• Basic computer knowledge

HOW IT WORKS:

1. Purchase (instant download)
2. Upload the PDF file (access to Google Sheet)
3. Download the Excel template
4. Open the spreadsheet (start planning!)