Customer Database Excel Template
Client dashboard in Excel. Track and analyze your customer data with interactive charts and filters. No installation needed. Ready to use.
Effective customer database management is a vital element for both B2B and B2C businesses. The more customers you have, the further details there are to keep track of. This Customer Database Template is prepared to have one master file to look for everything in one place, plus it’s in Excel!
Basically, with our Excel Worksheet, you have the option not only to track the client/customer data but also to make analysis and plan strategies accordingly. In addition, with its ease of use and flexibility, you can easily find whichever data you need to make informed decisions.
Customer Database Excel Template Features
The template is constructed in three main parts: Input Table, Settings & Output Sections.
The output sections include:
Customer Output List
The key advantage of this Excel template is its flexibility. When you start filling and selecting data input table sheet, you can initially see predefined columns. Nevertheless, you can easily customize each of these columns. You can change the column names, completely delete some or insert new columns. All the columns, whether newly inserted or customized, will be used in the analysis.
Now that you have a general overview of the Customer Database Template, let’s dive into each part in detail.
Customer Database Excel Template Input Table
This is where you start making magic with your template! Make sure to organize your input columns first, as these columns will be in the settings section. The column names with dropdown selections will be seen later on in the settings section. There you can change the options you select in the dropdowns.
Among the predefined column names, there are the main categories as basic information, contact, location, company size, employees and others. The column names are initially created for B2B vertical while they are very flexible and customizable to suit your business, whether it’s B2C or any other vertical.
Having mentioned that you can add further columns, the maximum number of columns allowed is limited to 50.
Customer Database Template Settings
First of all, you will select the date format you wish to use in this CRM template. Following that, you will continue with defining the input columns in date format. For this you may visit the input table to change your input columns, should there be a need.
After that, please define the form sections you would like to see in the output customer form. Furthermore, you can define up to 10 unique sections in total. Also, you will use these selections as the main headings on the form.
As the last step of defining settings, you can list the dropdown select options you would like to see in the columns of the data input table.
Customer Database Template Output Sections
Customer Output List
In the output list, you can choose up to 10 different columns that you want to see. Please select the empty column on the right end to add new output columns.
On the left side of the customer output list, you will see the filtering options. The template will update the customer list automatically according to your selections.
First, choose the filter name and filter property from the dropdown options. Alternatively, you may fill out the desired condition manually. The dropdown lists are just suggestions but you can also overwrite each of them.
If you change input column names, you will see warning information to update the filters or columns.
This is the part where you can create unique customer forms for each customer based on your selection of headings and details to show. To filter the details, just select the customer ID.
After that choose fields that you want to see in the form, from the dropdown lists. This way you can create a fully customized and unique customer form!
It can be really handy to create a custom form using sections that you need and delete the ones you don’t want to see. You can also change the height or width of the columns if the default ones are too wide or the opposite.
The interactive Chart Analysis section will allow you to analyze customer data. The section has six different analysis charts. You can change these predefined charts by selecting which information you would like to see. While analyzing your results, filter options to see specific results.
Since you can add or delete new chart options, this flexibility will be very useful for you to get the necessary output charts for your business.
Customer Database Template Features Summary:
- Very flexible customer database
- Customizable input data table
- Choice between many available charts
- Informational notes included
- No installation needed, ready-to-use
- Works both on Mac and Windows
- Compatible with Excel 2010 and later versions
- Does not include any VBA code or macros