Our lightweight spreadsheet packs a heavy punch. It offers numerous features including:
Customizable drop-down boxes
Why type when you can quickly choose your options? The report plan comes with drop-down boxes that can be edited according to your needs and preferences.
Use the drop-down box to input the sales stage and watch the spreadsheet automatically assign a priority score. Use the score to help your team focus on deals that are ready to be closed.
Effective data filtering
Eliminate the noise by filtering daily sales data according to sales stage, priority, point person assigned, and a lot more.