You can access this option by right-clicking on any pivot table in your Excel workbook, selecting PivotTable Options, and clicking on the Data tab.

Regardless of the data you want to analyze, a pivot table allows you to efficiently sort and organize data in order to extract the information you need.В In Excel, select the Refresh data when opening the file checkbox in the PivotTable Options menu to ensure that your pivot table is up to date. Doing so provides an easy way to identify trends, inform decisions about sales goals, and evaluate opportunities.

Use Pivot Tables: If you work with a Google Sheets or Excel template, you can opt to use pivot tables to analyze data.

Create a CRM template that will help drive business decisions. What information do you want to track? What are your lead sources and pipeline stages? An effective CRM system provides more than just a contact list - it is an opportunity to understand and refine your sales process, improve communications with customers, and move toward your goals.

Ask Questions: As you decide what to include in your CRM template, ask important questions about your leads and sales process.

Here are a few points to consider as you create a template to meet your business needs: Using a CRM template saves time, and you can customize it to your specifications.

WorkApps Package your entire business program or project into a WorkApp in minutes.

Digital asset management Manage and distribute assets, and see how they perform.

Resource management Find the best project team and forecast resourcing needs.

Intelligent workflows Automate business processes across systems.

Governance & administration Configure and manage global controls and settings.

Streamlined business apps Build easy-to-navigate business apps in minutes.

Integrations Work smarter and more efficiently by sharing information across platforms.

Secure request management Streamline requests, process ticketing, and more.

Process management at scale Deliver consistent projects and processes at scale.

Content management Organize, manage, and review content production.

Workflow automation Quickly automate repetitive tasks and processes.Team collaboration Connect everyone on one collaborative platform.Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.

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