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Beautiful Sales Dashboard template in a spreadsheet [FREE Download]
![Beautiful Sales Dashboard template in a spreadsheet [FREE Download]](https://media.frytap.com/upload/blog_image/sales-dashbaord_blog_image_1584708294.png)
We've noticed that our travel agents, tour operators' network is too comfortable working on a spreadsheet instead of using a Travel CRM, therefore, we've decided to share a readymade beautiful sales dashboard template on google spreadsheets which you can instantly start using for your business and that too completely FREE. You just need to download the spreadsheet and use can you can use it anywhere, be it:
- Microsoft Office
- Google Spreadsheet
- Libre Office
- WPS office
- Any open office software
Here's the link to download the spreadsheet
INSTRUCTIONS FOR GETTING STARTED
• Make a copy of this spreadsheet by clicking "File > Make a copy" from the menu above.
You must be logged into your Google account to copy.
BASIC USAGE INSTRUCTIONS
• Add your leads to the Opportunities sheet below. We've prepopulated that sheet with some example leads to get you started.
• Row colors will automatically update based on opportunity status (Closed, Open, or Won).
• "Date Created" and "Opportunity Last Modified" cells can be modified by double-clicking those cells (which will reveal the date picker).
• The Sales Dashboard sheet should not be modified.
• The dashboard will update automatically based on the data you input on the Opportunities sheet.
ADVANCED INSTRUCTIONS
• You can modify the Opportunity Status and Opportunity Stage options by revealing the hidden Settings sheet.
• To do so, click "View > Hidden Sheets > Settings
Note: these instructions are written based on your are using it in google spreadsheets. If you are using any other software, then you may have to use the right formula for 'Today()' and conditional formating. We would like to say thanks to close team for sharing it with us.
Lastly, don't forget to leave a comment if you face any difficulty
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