Consulting Services Control Spreadsheet   Excel template (XLSX)
$49.00

Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
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Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
Consulting Services Control Spreadsheet (Excel template (XLSX)) Preview Image
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Consulting Services Control Spreadsheet (Excel XLSX)

Excel (XLSX)

$49.00
Optimize your consulting operations with this Excel template, crafted by industry experts. Streamline client management, service tracking, and performance analysis.
Add to Cart
  


Immediate download
Fully editable Excel
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BENEFITS OF THIS EXCEL DOCUMENT

  1. Excel XLSX File

CONSULTING SALES EXCEL DESCRIPTION

This product (Consulting Services Control Spreadsheet) is an Excel template (XLSX), which you can download immediately upon purchase.

Effectively track and manage your consulting services with this structured system, ensuring well-organized client records, seamless service logging, and insightful performance analysis.

Settings
Define and maintain a list of business segments relevant to your clients. These segments will be referenced in the "Client Registration" tab, allowing you to categorize clients based on their industry or field of operation. Keeping this list updated ensures consistency in classification and improves reporting accuracy.

Client Data
Register and manage your clients in a structured format. Specify whether each client is an individual or a legal entity, and provide key details such as:

Business segment
Primary contact name
Full address
Preferred contact methods
Maintaining an accurate client database streamlines service tracking and enhances communication efficiency.

Consulting Data
Record each consulting service provided, capturing all essential details, including:

Client Name (selected from the registered list)
Service Date
Service Amount
Payment Status (received or pending)
Brief Summary of the service provided
A well-documented service log ensures transparency and improves financial tracking.

Dashboard
Monitor your consulting activities through an interactive dashboard featuring key performance indicators and graphical insights. This section helps you track:

Services provided per client
Revenue streams (received and pending payments)
Overall service count
Reports
Analyze your consulting operations with detailed reports. Use filters to refine the data by:

Client Name
Year of Service
Business Segment (industry or field of operation)
This reporting feature provides a comprehensive view of your services, financials, and client distribution, allowing for data-driven decision-making.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Consulting Sales Excel: Consulting Services Control Spreadsheet Excel (XLSX) Spreadsheet, Improve Your Excel


$49.00
Optimize your consulting operations with this Excel template, crafted by industry experts. Streamline client management, service tracking, and performance analysis.
Add to Cart
  

ABOUT THE AUTHOR

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Additional documents from author: 74

Introducing our Excel Premium Templates – your solution to simplifying your tasks. Our collection offers meticulously designed templates that are crafted to streamline your work processes and enhance efficiency. Whether you're managing budgets, creating reports, or organizing data, our premium templates are tailored to cater to your specific needs. With user-friendly interfaces and ... [read more]

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