This tool is designed to help you manage customers, employees, services, and sales, all in one place, with automated dashboards and KPIs. Below is the data flow of the dashboard and a short explanation of the pages. (link for download is below) Data flow diagram illustrating an Excel CRM template, showcasing interactions between the Customer Database, Employee Database, KPI Plan, and Order Form, all converging into the All Orders module, which then feeds into Processing/Setti
