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

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

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 ...

While Microsoft Excel is one of the most powerful spreadsheet applications, it’s also the most intimidating tool in the Microsoft Office suite. If you’ve never used Excel before or are just a bit ...

One of the challenges for manufacturers is to check how accurate their forecast is with respect to the sales pipeline and whether the forecast gets the latest inputs due to volatile environments (e.g.

Hagop is passionate about smart home products, especially when it comes to making life easier. He's always eager to try out new technologies to make life easier, in terms of cleaning, automation, and ...

You can easily create a drop-down list in Excel to limit the values that can be entered in a column. This data validation helps prevent mistakes, such as misspellings. Drop-down lists are also useful ...

How to create a static view of Excel data while collaborating Your email has been sent Collaborating online with other members of your organization is convenient, and ...