customer-relationship-management-file-excel

Sep 1, 2026

Upload by Melati

Customer relationship management data organized for reporting and analysis, including rows of contacts or accounts with associated attributes such as company names, lead statuses, and categorical scores. The sheet contains structured numeric measures likely representing pipeline stages and conversion indicators, including weight or likelihood values. It also includes timeline context via a “Report as of” date and a distribution by activity or channel labels like Direct Mail, Linkedin, Email, Call, and In Person.

LanguageEnglish

CategoryGeneral

FormatXLSX

Pages1

AccessFree to download

Lead and Account Details

Company and Contact Information

Status and Scoring Metrics

Pipeline Summary and Totals

Stage Counts and Weighted Values

Report Date Context

Channel Breakdown

Direct Mail, Linkedin, Email, Call, In Person

0 1 2 3 4 5 6 1 7 8 2 9 10 11 3 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Freepik 30 31 Gregor Cresnar 30 32 Tomas Knop 30 33 Gregor Cresnar 30 34 Chanut 30 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 35803 51 61 62 63 64 65 66 67 68 69 21771 70 71 62 54 72 73 74 75 76 77 11746 70 78 62 79 80 81 82 83 84 85 17052 70 86 62 63 87 88 89 90 91 92 32703 70 93 94 79 95 96 97 98 99 100 54115 101 102 62 79 103 104 105 106 107 108 44406 101 109 62 54 110 111 112 113 114 115 16606 51 116 62 117 118 119 120 121 122 123 50322 101 124 62 79 125 126 127 128 129 130 57401 101 131 62 63 132 133 134 135 136 108 44312 101 137 62 79 138 139 140 141 142 143 11826 144 145 62 54 146 147 148 149 150 151 68801 70 152 62 117 153 154 155 156 157 158 60068 51 159 62 54 160 161 162 163 164 143 11824 101 165 62 117 166 167 168 169 170 171 93306 51 172 62 173 174 175 176 177 178 179 27284 70 180 53 117 181 182 183 184 185 186 22015 144 187 62 173 188 189 190 191 192 193 37643 194 36 195 38 39 196 41 42 197 198 199 44 45 46 47 48 49 50 51 200 53 54 52 201 202 203 57 58 59 60 35803 51 204 62 63 61 205 206 207 66 67 68 69 21771 70 208 62 54 71 209 210 211 74 75 76 77 11746 70 212 62 79 78 213 214 215 82 83 84 85 17052 70 216 62 63 86 217 218 219 89 90 91 92 32703 70 220 62 79 93 201 221 222 97 98 99 100 54115 101 223 62 79 102 224 225 226 105 106 107 108 44406 101 227 62 54 109 228 229 230 112 113 114 115 16606 51 231 62 117 116 232 233 234 120 121 122 123 50322 101 235 62 79 124 236 237 238 127 128 129 130 57401 101 239 62 63 131 240 241 242 134 135 136 108 44312 101 243 62 79 137 244 245 246 140 141 142 143 11826 144 247 62 54 145 201 248 249 148 149 150 151 68801 70 250 53 117 152 201 251 252 155 156 157 158 60068 51 253 62 54 159 209 254 255 162 163 164 143 11824 101 256 62 117 165 257 258 259 168 169 170 171 93306 51 260 53 173 172 257 261 262 176 177 178 179 27284 70 263 53 117 180 213 264 265 183 184 185 186 22015 144 266 62 173 187 201 267 268 190 191 192 193 37643 269 36 270 38 39 40 271 197 272 273 274 275 276 277 278 50 A 279 Lisa Jones AutomboParts Co. 280 281 282 1000000 0.05 43779 A+ 283 Lisa Jones Eadeo Audio LLC 280 281 284 687000 0.05 43769 B 285 Henry Kramer Tare Weights Co. 280 281 286 670000 0.1 43759 A+ 287 Isaac Gains Execuvee Placement Inc. 280 281 284 549000 0.1 43749 A+ 288 Sandra Nichols Binte Ingredients Ltd. 280 281 289 801000 0.15 43739 A+ 290 Isaac Gains Cogitz Technologies Inc. 280 281 286 522000 0.2 43729 B 291 Isaac Gains Finoid Financial LLC 280 292 282 49000 0.25 43719 A+ 293 Henry Kramer Peritri Laboratories 280 292 284 60000 0.25 43709 A 294 Henry Kramer Genous Genetics LLC 280 292 289 441000 0.3 43699 B 295 Sandra Nichols Frontescent Bank 280 292 43 68000 0.35 43689 B 296 Isaac Gains HomovaHomes LLC 280 292 43 38000 0.4 43679 B 297 Isaac Gains Omnifix Inc. 280 298 284 867000 0.45 43669 B 299 Lisa Jones MultinduTV Inc. 280 298 289 914000 0.5 43659 C 300 Sandra Nichols Outescent Co. 280 298 282 679000 0.55 43649 A 301 Sandra Nichols Roocero Farm Equipment Co. 280 302 289 684000 0.65 43639 A 303 Evan Yates The Megadoo Institute 304 302 94 289 271000 0 43629 A 305 Sandra Nichols Astrodeo Pro Gaming Inc. 306 306 286 1150000 1 43527 A+ 307 Henry Kramer Voocy Garages LLC 306 306 286 1002000 1 43619 308 36 309 38 39 310 271 311 312 313 50 70 314 79 43627 290 212 70 44 79 43626 287 220 70 199 54 43626 288 208 70 314 79 43626 290 212 101 199 54 43626 295 227 70 314 117 43625 293 250 70 315 117 43625 293 250 70 44 79 43624 287 220 70 199 54 43624 288 208 70 314 79 43624 290 212 70 44 79 43623 287 220 101 199 54 43622 295 227 70 44 79 43621 287 220 70 316 117 43619 307 263 101 199 79 43618 291 223 70 315 117 43617 307 263 51 199 54 43617 301 253 51 314 117 43617 294 231 144 199 54 43615 300 247 101 316 117 43615 285 256 51 314 173 43614 303 260 101 315 63 43614 299 239 70 199 54 43612 288 208 70 199 54 43610 288 208 101 199 63 43609 299 239 70 314 63 43608 283 216 70 44 117 43607 293 250

FAQs

What types of information are stored in the CRM sheet?

The sheet stores account/company entries, lead-related categories, and multiple numeric metrics used for scoring and reporting across pipeline stages.

How is the report timing defined?

The sheet includes a “Report as of June 14, 2019” line to indicate the snapshot date for the metrics.

Which lead channels are represented for breakdown analysis?

It contains labels for Direct Mail, Linkedin, Email, Call, and In Person, supporting channel-level comparison.

Sep 1, 2026

Upload by Melati