Dynamic Tables and Charts for CRM Dashboard in Excel

Master the art of creating dynamic tables and charts for a CRM dashboard in Excel using only built-in tools. This video tutorial will teach you how to automate processes with formulas, pivot tables, and slicers for real-time data analysis. No macros required!



How to Create Dynamic Tables and Charts in Excel

Create interactive CRM dashboards in Excel without using macros.

Video Tutorial Highlights:

  1. Building the layout for a CRM dashboard screen.
  2. Starting with dynamic tables by creating column headers.
  3. How to automatically shade every other row in a table using conditional formatting in Excel.
  4. Creating pivot and structured tables to organize and manage source data.
  5. Building a formula table to manage the dynamic table.
  6. Populating the dynamic table body with formulas.
  7. Adding dynamic table controls using pivot table slicers.
  8. How to create a five-star rating chart in MS Excel.
  9. Using the "Combine" tool in MS PowerPoint’s Shape Editor.
  10. Adding new controls for accounting periods to filter data by years and months.
  11. Example of managing a dynamic table on the CRM dashboard screen in Excel.
  12. How to add new rows to the dynamic table and new employees to the CRM system.
  13. How to delete rows from the dynamic table or remove employees from the CRM system.
  14. Creating a pivot bar chart for quick KPI analysis.
  15. Building a dynamic KPI ranking chart for detailed analysis.
  16. Showcasing the capabilities of dynamic tables and charts on the CRM dashboard.
Dynamic Tables and Charts

Download Dynamic Table Template for CRM Dashboard in Excel download file

Download Alternative Dynamic KPI Ranking Chart in Excel download file

This video tutorial presents just one screen of a multifunctional CRM system dashboard built in Excel.

CRM Template with Pivot Charts

Use formulas, pivot tables, and slicers to build an interactive, real-time data visualization tool. Download the free template now!


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