14 of the best CRM Excel dashboard templates for your small business

14 of the best CRM Excel dashboard templates for your small business

How do you currently track lead generation, customer satisfaction, and revenue growth for your company?

If you’re a small business (or a growing startup), you may have been using post-it notes and a dry-erase board to keep track of sales and make lists of your hot leads.

But that system has probably gotten real old, real fast.

Looking for an upgrade?

The next step to upgrading your organizational system from paper to digital is with a CRM Excel dashboard. The right dashboard will help you keep track of sales, see how your lead generation tactics are working, and see an overview of customer satisfaction and company growth.

Check out our master list of the top 14 CRM dashboard templates for Excel, including:

  • 7 CRM Excel dashboards focused on lead generation
  • 4 CRM dashboards in Excel concentrated on revenue growth
  • 3 Excel CRM dashboards prioritizing your customers

7 CRM Excel dashboards focused on lead generation

Generating new leads includes following a sales process and tracking the results of each stage in that process. These dashboards will help you do that by giving you a clear view of your sales pipeline and sales funnel, as well as a high-level view of your top leads:

1. CRM Excel template: free download

CRM excel dashboard tool

Provided By: Close

Best Feature: Visual summary of sales pipeline

Also Available for Google Sheets?: Yes

This CRM spreadsheet template gives you a simple dashboard without the fluff. You get a summary of your total opportunities, what stage they are currently in, and the total revenue potential, won, and lost.

2. Sales supervisor CRM dashboard

Dashboard for sales supervisors

Provided By: Smartsheet

Best Feature: Lead generation information at hand

Also Available for Google Sheets?: No

If you want to see information about new leads by their source, this dashboard gives you an easy, visual view of how many leads are coming in, the total and average lead value, and where the majority of new leads come from.

3. Excel CRM spreadsheet template

CRM in Excel from Smartsheet

Provided By: Smartsheet

Best Feature: Graphs to show leads and opportunities at a glance

Also Available for Google Sheets?: No

Want to get a view of the current status of leads and opportunities? This CRM dashboard template gives you graphs for total leads, leads by source, opportunities, and deals by stage. It also includes space to record essential lead and opportunity data, such as contact information, next actions, deal size and probability, and more.

4. CRM Excel spreadsheet template

Excel CRM from Adina Solutions

Provided By: Adina Solutions

Best Feature: Simple dashboard that shows pipeline and can be filtered by sales rep

Also Available for Google Sheets?: No

This more robust template includes a CRM dashboard in Excel that tells you the status of your leads, your top salespeople, best lead sources, and more. You also get an easy-to-filter pipeline view, as well as space to record all the information you need about each new lead and opportunity.

Note: This is a paid template

5. Customer relationship management Excel

Free CRM Excel from GPetrium

Provided By: GPetrium

Best Feature: Quick view of high-level sales information

Also Available for Google Sheets?: No

With 6 easy-to-read graphs that tell you about opportunities by sales segment, region, pipeline stage, and lead source, this dashboard gives you an easy overview of the high-level sales information you need.

6. Free Excel CRM system

Free Excel CRM system from Profitworks

Provided By: Profitworks

Best Feature: Top 5 leads listed in the dashboard

Also Available for Google Sheets?: No

Get a fast view of your pipeline, top leads, rep productivity, and lead source. This dashboard also includes extra sheets to log communication, set up a database of contacts, and track opportunities.

7. Sales funnel template

Sales funnel Excel template

Provided By: Tipsographic

Best Feature: Visual sales funnel

Also Available for Google Sheets?: Yes

Want to see a visual view of where your leads are in the sales funnel? This CRM template gives you that, along with the probability of closing the deal.

4 CRM dashboards in Excel concentrated on revenue growth

A major part of any CRM system is managing sales, profit, and revenue. Here are four Excel dashboard templates that help you track revenue as your business grows:

8. SaaS metrics dashboard template 2.0

SaaS revenue Excel CRM dashboard

Provided By: Adina Solutions

Best Feature: Several dashboards to track revenue KPIs specific to SaaS sales, such as MRR and ARR

Also Available for Google Sheets?: No

This paid template allows you to track 51 key SaaS sales metrics inside 6 dashboards. You’ll have a quick overview of the new MRR, churn rate, customer lifetime value, customer acquisition cost, and more.

Note: This is a paid template

9. Customer 360 dashboard template

Customer and revenue dashboard excel template

Provided By: Smartsheet

Best Feature: Quick growth percentages

Also Available for Google Sheets?: No

This dashboard template translates big data from your total revenue, customers, and average order value, and automatically creates a dashboard that shows you specific growth your company has seen over time.

10. Sales analysis dashboard template for Excel

sales analysis dashboard template

Provided By: Tipsographic

Best Feature: Fast overview of sales totals and by team member

Also Available for Google Sheets?: Yes

If you want to quickly translate revenue data into visuals, this CRM dashboard works quite well. See overall company sales, sales by team member, by region, by product, and more. (Check out our guide on conducting an effective sales analysis too!)

11. Sales KPI dashboard template for Excel

sales KPI dashboard template

Provided By: Tipsographic

Best Feature: Overview by quarter

Also Available for Google Sheets?: Yes

Comparing sales KPIs for different time periods isn't always easy in Excel, but this dashboard helps you take quarterly data and turn it into something actionable.

3 Excel CRM dashboards prioritizing your customers

A key part of succeeding at customer relationship management is putting your customers first. To do that, you need to know how happy they are, where they’re getting stuck, and what you can do to improve their experience with your business.

Check out 3 dashboard templates that help you manage your customer relationships better:

12. Daily sales tracker dashboard

Daily sales tracker dashboard

Provided By: Smartsheet

Best Feature: Easily view daily changes in revenue and customers

Also Available for Google Sheets?: No

Take your daily revenue, customer, and average order value data and turn it into an easy-to-read dashboard. This CRM Excel dashboard gives you quick insights into daily changes that can alert you to problems with your sales process before they turn into bigger issues.

13. Customer experience and satisfaction dashboard template

Customer satisfaction excel dashboard

Provided By: Smartsheet

Best Feature: View customer satisfaction at a glance

Also Available for Google Sheets?: No

How happy are your customers? This CRM Excel dashboard helps you measure the satisfaction of your customers by logging positive vs negative feedback, resolved issues, recommendations given, and more.

14. CRM template for Excel

CRM excel dashboard template

Provided By: Vertex42

Best Feature: Basic dashboard with customer data

Also Available for Google Sheets?: Yes

This simple dashboard has space to put basic lead and customer information, as well as a specific sheet to log all contact with customers.

Is a CRM Excel dashboard right for your business?

As you grow your business, expand your customer base, and take on new members of your sales team, you will quickly outgrow a simple Excel spreadsheet.

So, how do you know it’s time to move from a spreadsheet to a real CRM? Here are some signs it’s time for an upgrade:

  • You regularly lose important customer data
  • You spend more time entering data (or searching for it) than you do selling
  • Your sales cycle seems to be getting longer
  • You can’t compare year-over-year data and KPIs

Sound familiar? Treat your business to the CRM it deserves, and empower your team to work smarter, close deals faster, and give your customers the attention they crave.

If you’re ready to try a powerful CRM built for sales teams, give Close a spin for 14 days, no charge. It’s simple to get started and allows you to easily import spreadsheet data so you never skip a beat.

If your business is not yet at a stage where you're ready to pay for a CRM, just get started with this free CRM Excel Template!