Small Business CRM + Live Dashboard (Digital Download)

Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.

Every contact, deal, job and follow-up in one place, with revenue and goals you can see at a glance.

Made for small business owners. Keep leads, customers, partners and vendors in one list, move deals through your pipeline, track jobs and orders from quoted to paid, and stay on top of follow-ups. The live dashboard shows revenue won, open pipeline, win rate, money owed and what needs attention today.

What's included

• Small Business CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Small Business CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and a QR code to your live dashboard
• Live online dashboard for phone, tablet or computer
• 3 team seats: you plus 2 teammates

What it does

• Contacts for leads, customers, partners and vendors, with source, owner and next follow-up
• Sales pipeline by stage with win probability, weighted value and deals with no recent activity
• Follow-up tracker: overdue turns red, due today turns amber
• Jobs and orders from quoted to paid, with balance owed and receivables aging
• Revenue goals for the month and year, win rate, average deal size and sales cycle
• Team leaderboard: won revenue and follow-ups by team member
• Top customers, lead source conversion and repeat customers

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Sales Pipeline, Jobs & Orders, Customers, Team, Reports and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a deal with no stage, the dashboard tells you.

Team seats

Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.

How it works

1. Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
2. Go to buckeye-planners.web.app/pro-crm-small-business and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
3. Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
4. Tap Team to add teammates by email. They sign in with that email and see the same dashboard.

Good to know

• Room for 2,000 rows per tab.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
• One-time price, no monthly subscription.
• Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
• Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,500).
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.