How to Make CRM Dashboard Template in Excel Step by Step Guide
Автор: Excel Visual
Загружено: 2025-05-08
Просмотров: 965
Learn how to create a CRM dashboard template in Excel from scratch. This step-by-step tutorial will show you how to organize customer data, manage sales pipelines, and visualize key metrics using charts and formulas. Perfect for small businesses, sales teams, and Excel users who want to build a simple but beautiful CRM tool NOT for expensive software for CRM.
📌 Video Chapters
00:00:32 – Creating the CRM dashboard grid with background design styling in Excel
00:05:58 – Preparing and adjusting source data using PivotTables
00:07:02 – Adding slicer button panels for dashboard interactivity
00:07:33 – Formulas for dynamically extracting values from PivotTables for the chart
00:09:24 – Main chart with smooth curves for quantitative and qualitative customer metrics
00:22:42 – Source formula table for a bar chart with rounded bar shapes in Excel
00:26:31 – Dynamic bar chart template to compare trends of new vs returning customers
00:33:48 – Creating 3 pie charts with a new design style in Excel
00:44:47 – How to make a radar chart with a circular grid in Excel
00:54:05 – Adding a chart type toggle button for the main dashboard chart
00:57:33 – Adding toggle buttons for dark and light interface themes
00:59:01 – Creating a polished dark theme for the CRM dashboard in Excel
01:11:23 – Final presentation of the user interface design for the CRM dashboard
Build your own CRM Dashboard in Excel with this complete step-by-step tutorial. You'll learn how to structure the layout, design an interactive interface, and use formulas and PivotTables to power dynamic charts and KPIs.
This video covers everything from setting up the dashboard grid to creating custom visuals, slicer buttons, and a dark mode UI. This Example for Excel users who want to manage customer data and visualize sales performance without CRM software.

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