Ravi Sir's Cards › Excel
Sales CRM System in Excel (card 2 of 2)
Revision card 2 for Sales CRM System in Excel: Win rate by source: =IFERROR(C20/(C20+D20),0) gives 0%; Leads per stage: =COUNTIFS(Leads!$G$5:$G$1000,A5) gives 2; Weighted per stage: =SUMIFS(Leads!$I$5:$I$1000,Leads!$G$5:$G$1000,A5) gives ₹1,76,000. Includes an example data table.
Read card text
What this card says
2 for Sales CRM System in Excel: Win rate by source: =IFERROR(C20/(C20+D20),0) gives 0%
Leads per stage: =COUNTIFS(Leads!$G$5:$G$1000,A5) gives 2
Weighted per stage: =SUMIFS(Leads!$I$5:$I$1000,Leads!$G$5:$G$1000,A5) gives ₹1,76,000. Includes an
Example
data table
Learn this in the lesson: Sales CRM System in Excel: Leads, Stages, Weighted Pipeline, Follow-up Reminders, Win Rate by Source and Dashboard