Excel tools for sales teams
Merge CRM exports from multiple reps or regions into a single pipeline view.
The problem
When a CRM doesn't give you the rollup view you need, the fallback is usually exporting each rep's or region's pipeline separately and combining them by hand — a repetitive task every reporting cycle.
How it works
- Export the pipeline as .xlsx or .csv from each rep or region
- Merge them into one workbook
- Clean up inconsistent stage names or date formats
- Generate a quick KPI summary from the combined data
Before / After
Before: one export per rep, inconsistent stage naming
After: one pipeline view with a KPI summary sheet
Recommended tools
What works today
- Merging pipeline exports from multiple reps or regions
- Cleaning inconsistent formatting before reporting
- Generating real KPIs and breakdowns from the combined sheet (Excel Dashboard Generator, beta)
What's on the roadmap
- Native embedded Excel charts in the Dashboard Generator output (currently in-cell bar visualizations only)
FAQ
Does the Dashboard Generator invent numbers if data is missing?
No — it only computes KPIs from columns it can actually detect in your data. It never fabricates a value.