How to build Dynamic Tables and Charts for CRM Dashboard in Excel

Learn how to build dynamic tables and charts for CRM dashboards in Excel with this step-by-step tutorial. Discover the secrets to creating an interactive dashboard in Excel for CRM that offers real-time data visualization and dynamic insights. This guide will walk you through the process of developing a customizable CRM dashboard template using powerful data visualization tools. Master techniques like dynamic filtering to enhance your reports and improve decision-making. Whether you’re new to Excel or looking to upgrade your skills, this video provides actionable tips to transform your spreadsheet into a business intelligence tool for CRM. Perfect for professionals seeking efficient, tailored solutions for managing CRM data.

All the automation demonstrated in this tutorial is achieved without using macros. Instead, it relies entirely on formulas, pivot tables, structured tables, and slicers — leveraging only the standard tools available in Excel. To see it for yourself, download the ready-made template for Dynamic Tables and Charts for CRM Dashboard in Excel through the link pinned in the comments section of this video. Transform your CRM data management with ease and simplicity! #crmsolution #exceltable #dynamictutorials

Time Codes
00:02:58 Building a CRM dashboard screen grid.
00:20:12 Starting to create a dynamic table with column headers.
00:21:55 How to automatically color every other row in a table in Excel using conditional formatting.
00:23:16 Creating pivot and smart tables for managing source data.
00:25:57 Creating a formula table to manage a dynamic table.
00:34:18 Filling the body of the dynamic table with formulas.
00:45:12 Creating dynamic table controls using pivot table slicers.
00:52:03 How to create a five-star rating chart in MS Excel.
00:53:48 Using the "Combine" tool in MS PowerPoint's shape editor.
00:57:42 Adding new controls for accounting periods to filter data by years and months.
01:00:54 Example of managing a dynamic table on a CRM dashboard screen in Excel.
01:01:57 How to add new rows to a dynamic table and new employees to the CRM system.
01:04:25 How to delete rows from a dynamic table or employees from the CRM system.
01:04:50 Creating a pivot bar chart for quick KPI analysis.
01:08:03 Creating a dynamic KPI ranking for detailed analysis.
01:20:34 Demonstrating the capabilities of dynamic tables and charts on a CRM dashboard.