CLIENT PROSPECT TRACKER
Hi, Attached please find three pages of a workbook which has a Spreadsheet with all the necessary Column information like Date, Clients name, contact, State, Advisors Name, Type of Client, Priority, Assets, T12 revenue, Assigned to Advisor Date, Estimated completion DAte,, Completion Date, Status by number of Days taken or left, Status by time. This is followed up with a simple dashboard that covers the basic information needed by a CEO to give him a birds eye view of the status. This is followed up with a Pivot sheet for added information based on a week or month status. Data has been added to make the information presentable. The Excel files with all formulas will be made available if my entry is selected. I look forward to hearing from you. With WArm Regards Vik
