{"product_id":"small-business-crm-live-dashboard","title":"Small Business CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e 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.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery contact, deal, job and follow-up in one place, with revenue and goals you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade 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.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eSmall Business CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003eSmall Business CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eContacts for leads, customers, partners and vendors, with source, owner and next follow-up\u003c\/li\u003e\n\u003cli\u003eSales pipeline by stage with win probability, weighted value and deals with no recent activity\u003c\/li\u003e\n\u003cli\u003eFollow-up tracker: overdue turns red, due today turns amber\u003c\/li\u003e\n\u003cli\u003eJobs and orders from quoted to paid, with balance owed and receivables aging\u003c\/li\u003e\n\u003cli\u003eRevenue goals for the month and year, win rate, average deal size and sales cycle\u003c\/li\u003e\n\u003cli\u003eTeam leaderboard: won revenue and follow-ups by team member\u003c\/li\u003e\n\u003cli\u003eTop customers, lead source conversion and repeat customers\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Sales Pipeline, Jobs \u0026amp; 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.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour 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? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload 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.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-small-business\"\u003ebuckeye-planners.web.app\/pro-crm-small-business\u003c\/a\u003e 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.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/small-business-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/business-crm-software#pricing\"\u003efully custom CRM\u003c\/a\u003e (from $3,500).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51916172329207,"sku":null,"price":297.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_76a0961f-50e9-4efe-a778-49ff30758035.jpg?v=1793608311","url":"https:\/\/buckeyebrandingcompany.com\/products\/small-business-crm-live-dashboard","provider":"The Buckeye Branding Company","version":"1.0","type":"link"}