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Customer Database Excel Template

4.67 (12 reviews)

Client dashboard in Excel. Track and analyze your customer data with interactive charts and filters. No installation needed. Ready to use.

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TEMPLATE DESCRIPTION

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
Customer Form
Chart Analysis

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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.

Just make sure not to completely remove or change the logic of the “Unique ID” column. You can rename it of course!

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.

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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.

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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.

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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.

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Attention: After defining your new dropdown selections list, please make sure to select new choices in the input table.
As mentioned before the maximum number of allowed columns is 50. If this is not the case the ones after the 50th column will be ignored by the template and will not be reflected in the other sections. To view this please check the ‘error check’ area of the settings section.

Customer Database Template Output Sections

Customer-Database-Template-Excel-Someka-S07 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.

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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.Customer-Database-Template-Excel-Someka-S09

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.

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If you change input column names, you will see warning information to update the filters or columns.

Customer-Database-Template-Excel-Someka-S11 Customer Form

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.

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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!

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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.

Customer-Database-Template-Excel-Someka-S14 Chart Analysis

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.

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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.

Note: If you want this template in Google Sheets, you can download the Customer Database Google Sheets Template.

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

Customer Database Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

12 reviews for Customer Database Excel Template

  1. Nik S

    The file isready to go, get the job done, and are easily customizable

  2. Kristi F

    Improve efficiency

  3. Leanna Wragge

    Dear Team, Thank you for your awesomework, for my business very helpful

  4. Gary B.

    I bought your template and its cool in general but I don’t like the charts, how to change them?

    • Someka

      Hi Gary,
      In the full version you can simply change style or colors of the charts. You just need to unprotect (how to unprotect the sheet) the sheet and then each of the chart will be editable. Then you just click the chart that you want to change, go to chart design and from there you can do all the modifications: colors, chart style, etc.

      customer-database-template-excel-someka-r1

      Please remember that not all chart styles are appropriate for each data set, so please decide on your chart base on the nature of the data in question.

  5. David M.

    Professional after sales support service with utmost quality. I was looking for a straightforward but flexible database for my clients. Having an online chat with the team at the support service I found them very pleasant, informative and very professional. I have subsequently purchased your product and already works wonders. Good to know I can come with any questions. Thank you for the solution and service! – David

  6. andy b

    Thanks but for company purpose I should add our logo please tell me how?

    • Someka

      Hello Andy,
      Our logo can easily be replaced after unlocking the sheet. It is explained in detail here. If you’re having problems with that our support team will be happy to help, just send an email to contact@someka.net

  7. K. Diaz

    muchas gracias

  8. Louise Jackson

    I saw on the video there is a form with just one column of information in the form but it’s impossible to do…

    • Someka

      Hi Louise,
      In the “View” tab on the ribbon there is a show Headings option. After you activate it you can just grab the columns and hide them, can make them wider or even delete them. If you have any trouble with setting the view according to your needs please let us know via email we will try to help you.

  9. Steve

    great work, simple and powerful

  10. Nelle

    Cool template! I had some prinitng issue on my computer but I got quick feedback from you guys. Thanks a lot

  11. gonza

    any easy version for very small copany? I’m not tech savvy and for me it’s complicatedd

  12. U.Castillo

    I need to sort my data but there is no filters, is it possible? I am afraid it will break the template, but it is really important otherwise I have no use

    • Someka

      Hi there,
      We are sorry, there is no option for sorting the output data itself. You can however sort the input data.

      customer-database-template-excel-someka-r2

      After selecting the input table, you can add filter to the table or just use the sort buttons. This way you can sort your input data by chosen column and your output data will be also sorted.

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