Account Management Template Excel

Advertisement

Account Management Template - Excel: Streamlining Your Client Relationships



Author: Sarah Chen, CRM Consultant and Certified Excel Expert with 10 years of experience in developing and implementing account management systems for various industries, including SaaS, technology, and finance.

Publisher: Business Productivity Solutions (BPS), a leading provider of business efficiency tools and resources. BPS specializes in streamlining workflows through technology and offers a range of training and consulting services.

Editor: Michael Davies, MBA, Certified Project Management Professional (PMP) with 15 years of experience in business process optimization and editorial oversight.


Keyword: account management template - excel


Summary: This article explores the creation and utilization of an effective account management template in Excel. We'll cover different methodologies for structuring your data, including approaches tailored to various business needs and sales cycles. The article details essential elements for inclusion within your account management template - excel, focusing on improving efficiency, reporting, and overall client relationship management. We also provide insights into advanced techniques like using formulas and pivot tables for data analysis and reporting.


1. Introduction: Why an Account Management Template - Excel?



In today's competitive business landscape, effective account management is paramount. A robust system for tracking client interactions, progress, and key performance indicators (KPIs) can significantly impact revenue growth and client retention. While dedicated CRM software offers comprehensive solutions, an account management template - excel provides a readily accessible and cost-effective alternative, especially for smaller businesses or those with specific reporting needs. This article explores how to build a powerful and adaptable account management template - excel to suit your business needs.

2. Designing Your Account Management Template - Excel: Key Elements



The effectiveness of your account management template - excel hinges on its design. Consider these essential elements:

Client Information: This section should include comprehensive contact details, company information (size, industry, location), and key decision-makers.
Sales Cycle Tracking: Include stages of the sales cycle (prospecting, qualification, proposal, negotiation, closing, onboarding), along with dates, assigned sales representatives, and notes for each stage.
Communication History: Log all interactions (calls, emails, meetings), including date, time, subject, and outcome. This is crucial for tracking engagement and identifying areas for improvement.
Contract Information: Record contract details, including start and end dates, renewal dates, pricing, and any specific clauses.
Key Performance Indicators (KPIs): Define relevant metrics like revenue generated, customer lifetime value (CLTV), churn rate, and customer satisfaction (CSAT) scores. Track these over time to monitor progress and identify trends.
Project Management: If your account management involves projects, incorporate sections for tracking project milestones, deadlines, and progress.
Customizable Fields: Allow for flexible addition of fields relevant to your specific business, such as product usage, support tickets, or specific client requests.


3. Methodologies for Structuring Your Account Management Template - Excel



The structure of your account management template - excel will vary depending on your business needs and sales cycle complexity. Here are a few common methodologies:

Single Sheet Approach: Suitable for smaller businesses with fewer accounts, this approach keeps all information on a single worksheet, making it easy to navigate. However, it can become unwieldy with a large number of accounts.
Multiple Sheet Approach: For larger businesses, separate worksheets for different aspects of account management (e.g., client information, communication logs, project tracking) can improve organization and data management.
Database Approach: For advanced users, using Excel as a rudimentary database with structured tables and relationships between data points can enable more complex queries and reporting. This approach often leverages functions like VLOOKUP and INDEX-MATCH for efficient data retrieval.

4. Leveraging Excel's Power: Formulas and Pivot Tables



An account management template - excel can be significantly enhanced using Excel's built-in functionalities:

Formulas: Use formulas for automating calculations (e.g., calculating total revenue, average deal size, or churn rate).
Data Validation: Implement data validation to ensure data accuracy and consistency (e.g., restricting data entry to specific formats or lists).
Conditional Formatting: Highlight important data points (e.g., accounts nearing contract renewal, accounts with low CSAT scores) to improve visibility and prioritization.
Pivot Tables: Create dynamic reports and summaries from your data, enabling you to analyze trends, identify key performance areas, and generate insightful reports quickly.


5. Advanced Techniques for Your Account Management Template - Excel



Macros: Automate repetitive tasks, such as generating reports or sending email updates. This can significantly improve efficiency.
Charts and Graphs: Visualize key performance indicators (KPIs) to identify trends and areas for improvement.
Integration with Other Tools: Consider integrating your account management template - excel with other tools, such as email clients or project management software, to streamline workflows.


6. Best Practices for Maintaining Your Account Management Template - Excel



Regular Backups: Create regular backups of your account management template - excel to prevent data loss.
Data Cleaning: Regularly clean and update your data to ensure accuracy and prevent errors.
Version Control: Use version control to track changes and revert to previous versions if needed.
Access Control: Implement access controls to protect sensitive client data.


7. Choosing the Right Account Management Template - Excel for Your Business



The optimal account management template - excel is highly dependent on the specific needs of your business. Consider factors such as the number of accounts you manage, the complexity of your sales cycle, and the type of reporting you require when selecting or creating your template.


Conclusion



An effectively designed account management template - excel can be a powerful tool for streamlining your client relationships and improving business outcomes. By leveraging Excel's functionalities and employing best practices, you can create a robust system that enhances efficiency, improves reporting, and provides valuable insights into your client base. Remember to regularly review and refine your template to ensure it continues to meet your evolving needs.


FAQs



1. What are the limitations of using an Excel spreadsheet for account management? Excel may become unwieldy with a very large number of accounts and complex data relationships. Dedicated CRM software generally offers more robust features and scalability.

2. Can I share my account management template - excel with my team? Yes, but consider using cloud storage or shared network drives to ensure everyone has access and updates are synchronized.

3. How can I ensure data security in my account management template - excel? Implement strong passwords, restrict access, and regularly back up your data. Consider encryption if dealing with highly sensitive information.

4. What formulas are most useful in an account management template - excel? SUM, AVERAGE, COUNTIF, VLOOKUP, and IF are commonly used for calculations, data lookups, and conditional logic.

5. How can I automate tasks in my account management template - excel? Explore using macros to automate repetitive tasks like data entry or report generation.

6. Can I integrate my account management template - excel with other software? You can potentially integrate it with other software using techniques like importing/exporting data or using external links.

7. What are some examples of KPIs to track in my account management template - excel? Revenue, customer lifetime value (CLTV), churn rate, customer satisfaction (CSAT), and deal closure rate are common KPIs.

8. How often should I update my account management template - excel? Regularly update your template, ideally after every client interaction or at least weekly, to ensure data accuracy.

9. Where can I find pre-made account management template - excel? Numerous templates are available online, but carefully review their functionality and ensure they align with your specific requirements before implementation.



Related Articles:



1. "Mastering Pivot Tables for Account Management in Excel": This article focuses on utilizing Excel's pivot table feature to analyze account management data and generate insightful reports.

2. "Building a Sales Pipeline Tracker Using an Account Management Template - Excel": This article guides you through creating a sales pipeline tracker within your Excel account management template.

3. "Integrating Your Account Management Template - Excel with Email Marketing": This article explores strategies for integrating your Excel template with email marketing platforms to automate communication.

4. "Automating Reporting with Macros in Your Account Management Template - Excel": A tutorial on using Excel macros to automate report generation and save time.

5. "Best Practices for Data Security in Your Account Management Template - Excel": A detailed guide on protecting sensitive client data within your Excel spreadsheet.

6. "Choosing the Right KPIs for Your Account Management Template - Excel": This article helps you select the most relevant KPIs for tracking your account management performance.

7. "Advanced Formula Techniques for Account Management in Excel": Explores advanced Excel formulas like array formulas and nested functions to enhance your account management analysis.

8. "Visualizing Your Account Management Data with Charts and Graphs in Excel": A guide on using charts and graphs to visualize key trends and insights.

9. "Troubleshooting Common Issues with Account Management Templates - Excel": This article addresses common problems users encounter when using Excel for account management and provides solutions.


  account management template excel: Microsoft Excel Guide for Success Kevin Pitch, EXCLUSIVE BONUS CONTENTS AVAILABLE INSIDE: -VIDEO MASTERCLASS: Access expert-guided tutorials on Microsoft Excel and discover valuable tips and tricks. -MOBILE APP ON THE GO: Gain instant access to a world of resources and tips right from your smartphone. -READY-TO-USE TEMPLATES: Simplify your work with a collection of templates ready for immediate use. -PRINTABLE SHORTCUTS: Instant help at your fingertips - Speed up Excel tasks with ready-to-use printed shortcuts. -TIPS FOR INTEGRATION WITH CHAT GPT: Unlock innovative ways to integrate Excel with ChatGPT, enabling you to automate tasks, generate insightful data analysis, and much more. Feel overwhelmed by columns, rows, and endless data? Are you stuck in the quagmire of Excel confusion, feeling like you're just skimming the surface of its potential? Dream of a day when Excel tasks become second nature, powering your professional journey? If you answered “Yes” to at least one of these questions, then keep reading to start saving precious minutes of your work. I understand how daunting Excel can seem, with its complex functions and seemingly infinite possibilities. It's easy to feel lost amidst the formulas and charts, wondering if you'll ever harness the full power of this essential tool. You're not alone in this struggle. Many faces these challenges, feeling overwhelmed and under-equipped to turn data into decisions. Unveil the magic of Microsoft Excel with this guide, meticulously crafted not just to educate but to empower. Witness not only a transformation in your technical prowess but also a newfound confidence that permeates every professional endeavor. Unveil Your Potential & Discoveries: -BE THE MASTER OF YOUR DATA: No more data dread. Transform intimidating numbers into stories, insights, and confident decisions. -ARTISTIC DATA VISUALS: It's not just about charts; it's about telling compelling tales. Create visuals that captivate, inform, and inspire. -DIVE INTO EXCEL'S MYSTERIES: Unearth the hidden gems and potent functions. Feel the thrill of discovery as even the most advanced features bow to your command. -CONNECT & THRIVE: Move beyond solitary work. Master collaborative tools, share insights, and build bridges of understanding across teams. -YOUR TRANSFORMATIONAL JOURNEY: It's not just about Excel; it's about you. Become the beacon of expertise, confidence, and growth in your workspace. Are you ready to not just learn, but to evolve? To not just work, but to thrive? Embrace your journey with Microsoft Excel, where every chapter is a steppingstone to your professional renaissance. Click Buy Now and let your Excel odyssey begin!
  account management template excel: Key Account Management Peter Cheverton, 2008-05-03 Key Account Management is a highly practical book with a unique yet simple planning methodology for identifying, obtaining, retaining and developing key customers - the lifeblood of any organization. Fully re-written to reflect the most recent trends and challenges, this new edition will reinforce its standing as the premier book on the subject. Very few books take the long-term, team-selling strategic view of KAM that this book takes, and it is the only book which focuses on implementation rather than theory. Based on real and current experience of companies facing the challenge, it provides tools for use in the real world that will help you to plan your own strategy as you proceed. The case studies span the full breadth of the KAM experience: FMCG, Retail, B2B, Petrochemical, Speciality Chemical, Service Industry, Pharmaceutical, IT and Financial Services. With a CDROM containing ready-to-use application tools, Key Account Management has found a global resonance with business practitioners, whilst also establishing itself on many academic reading lists.
  account management template excel: Microsoft Office 365 Guide Kevin Pitch, EXCLUSIVE BONUS ACCESSIBLE VIA QR CODE IN THE PAPERBACK EDITION Ever pondered how mastering Microsoft 365 could boost your career, enhancing your productivity, and turning you into an indispensable team member? It's an enticing thought, yet perhaps you've hesitated, fearing it might be too complex or time-consuming. One major drain on productivity in both professional and personal settings is the repetitive nature of tasks, leading to dwindling efficiency and escalating frustration. Today, the hunt is on for individuals skilled in Microsoft 365 to optimize operations, yet those truly adept are rare gems. Hence, this proficiency is increasingly in demand and highly valued. Here is your opportunity to transform. Introducing a comprehensive, step-by-step exploration of the Microsoft 365 suite, encompassing Word, Excel, PowerPoint, Teams, OneNote, OneDrive, Publisher, Access, Outlook, and SharePoint. This guide is a powerhouse of over 500 pages, combining ten books in one! It's expertly crafted for all, blending straightforward explanations, enriching images, and rapid learning strategies. With this guide, you won't just become familiar with the software; you'll evolve into the Microsoft 365 whizz every organization covets! Here's a glimpse of the value you'll unlock: • CAREER PROGRESSION: Elevate your efficiency, standing out as a top performer and gaining recognition from your superiors, • PRODUCTIVITY GAIN: Curtail time spent on monotonous manual tasks by automating most processes, thereby conserving energy and boosting productivity, • FINANCIAL ORDER: Leverage your Microsoft 365 expertise to optimize personal expense management or investment planning, ensuring superior organization, Within this expansive guide, you'll delve into: • ACCESSIBLE EXPLANATIONS: Transparent, relatable explanations, augmented with instructive images and step-by-step tutorials (tailored for both Windows OS and iOS), • PATH FROM NOVICE TO GURU: Begin from scratch and ascend to proficiency across all Microsoft 365 apps, recognizing their practical applications in both professional and personal scenarios, • SHORTCUTS AND COMMANDS UNVEILED: Master essential shortcuts and commands, empowering you to use them with confidence, • COMPLEX FEATURES SIMPLIFIED: Navigate the advanced features of Microsoft 365 - Data manipulation in Excel, email management in Outlook, seamless collaboration in Teams, and more! Don't let success wait any longer. Click Buy Now to immerse yourself in the Microsoft 365 world the effortless way. Embark on your journey to fully unleash your potential and revolutionize your work landscape!
  account management template excel: Excel for Microsoft 365 for Lawyers Training Tutorial Manual Classroom in a Book TeachUcomp, Complete classroom training manuals for Microsoft Excel 2019 for Lawyers. 479 pages and 224 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to effectively use legal templates, legal business functions (such as the Pv and Fv functions) and simple IOLTA management. In addition, you’ll receive our complete Excel curriculum. Topics Covered: Getting Acquainted with Excel 1. About Excel 2. The Excel Environment 3. The Title Bar 4. The Ribbon 5. The “File” Tab and Backstage View 6. Scroll Bars 7. The Quick Access Toolbar 8. Touch Mode 9. The Formula Bar 10. The Workbook Window 11. The Status Bar 12. The Workbook View Buttons 13. The Zoom Slider 14. The Mini Toolbar 15. Keyboard Shortcuts File Management 1. Creating New Workbooks 2. Saving Workbooks 3. Closing Workbooks 4. Opening Workbooks 5. Recovering Unsaved Workbooks 6. Opening a Workbook in a New Window 7. Arranging Open Workbook Windows 8. Freeze Panes 9. Split Panes 10. Hiding and Unhiding Workbook Windows 11.Comparing Open Workbooks 12. Switching Open Workbooks 13. Switching to Full Screen Mode 14. Working With Excel File Formats 15. AutoSave Online Workbooks Data Entry 1. Selecting Cells 2. Entering Text into Cells 3. Entering Numbers into Cells 4. AutoComplete 5. Pick from Drop-Down List 6. Flash Fill 7. Selecting Ranges 8. Ranged Data Entry 9. Using AutoFill Creating Formulas 1. Ranged Formula Syntax 2. Simple Formula Syntax 3. Writing Formulas 4. Using AutoSum 5. Inserting Functions 6. Editing a Range 7. Formula AutoCorrect 8. AutoCalculate 9. Function Compatibility Copying & Pasting Formulas 1. Relative References and Absolute References 2. Cutting, Copying, and Pasting Data 3. AutoFilling Cells 4. The Undo Button 5. The Redo Button Columns & Rows 1. Selecting Columns & Rows 2. Adjusting Column Width and Row Height 3. Hiding and Unhiding Columns and Rows 4. Inserting and Deleting Columns and Rows Formatting Worksheets 1. Formatting Cells 2. The Format Cells Dialog Box 3. Clearing All Formatting from Cells 4. Copying All Formatting from Cells to Another Area Worksheet Tools 1. Inserting and Deleting Worksheets 2. Selecting Multiple Worksheets 3. Navigating Worksheets 4. Renaming Worksheets 5. Coloring Worksheet Tabs 6. Copying or Moving Worksheets Setting Worksheet Layout 1. Using Page Break Preview 2. Using the Page Layout View 3. Opening The Page Setup Dialog Box 4. Page Settings 5. Setting Margins 6. Creating Headers and Footers 7. Sheet Settings Printing Spreadsheets 1. Previewing and Printing Worksheets Helping Yourself 1. Using Excel Help 2. Microsoft Search in Excel 3. Smart Lookup Creating 3D Formulas 1. Creating 3D Formulas 2. 3D Formula Syntax 3. Creating 3D Range References Named Ranges 1. Naming Ranges 2. Creating Names from Headings 3. Moving to a Named Range 4. Using Named Ranges in Formulas 5. Naming 3D Ranges 6. Deleting Named Ranges Conditional Formatting and Cell Styles 1. Conditional Formatting 2. Finding Cells with Conditional Formatting 3. Clearing Conditional Formatting 4. Using Table and Cell Styles Paste Special 1. Using Paste Special 2. Pasting Links Sharing Workbooks 1. About Co-authoring and Sharing Workbooks 2. Co-authoring Workbooks 3. Adding Shared Workbook Buttons in Excel 4. Traditional Workbook Sharing 5. Highlighting Changes 6. Reviewing Changes 7. Using Comments and Notes 8. Compare and Merge Workbooks Auditing Worksheets 1. Auditing Worksheets 2. Tracing Precedent and Dependent Cells 3. Tracing Errors 4. Error Checking 5. Using the Watch Window 6. Cell Validation Outlining Worksheets 1. Using Outlines 2. Applying and Removing Outlines 3. Applying Subtotals Consolidating Worksheets 1. Consolidating Data Tables 1. Creating a Table 2. Adding an Editing Records 3. Inserting Records and Fields 4. Deleting Records and Fields Sorting Data 1. Sorting Data 2. Custom Sort Orders Filtering Data 1. Using AutoFilters 2. Using the Top 10 AutoFilter 3. Using a Custom AutoFilter 4. Creating Advanced Filters 5. Applying Multiple Criteria 6. Using Complex Criteria 7. Copying Filter Results to a New Location 8. Using Database Functions Using What-If Analysis 1. Using Data Tables 2. Using Scenario Manager 3. Using Goal Seek 4. Forecast Sheets Table-Related Functions 1. The Hlookup and Vlookup Functions 2. Using the IF, AND, and OR Functions 3. The IFS Function Sparklines 1. Inserting and Deleting Sparklines 2. Modifying Sparklines Creating Charts In Excel 1. Creating Charts 2. Selecting Charts and Chart Elements 3. Adding Chart Elements 4. Moving and Resizing Charts 5. Changing the Chart Type 6. Changing the Data Range 7. Switching Column and Row Data 8. Choosing a Chart Layout 9. Choosing a Chart Style 10. Changing Color Schemes 11. Printing Charts 12. Deleting Charts Formatting Charts in Excel 1. Formatting Chart Objects 2. Inserting Objects into a Chart 3. Formatting Axes 4. Formatting Axis Titles 5. Formatting a Chart Title 6. Formatting Data Labels 7. Formatting a Data Table 8. Formatting Error Bars 9. Formatting Gridlines 10. Formatting a Legend 11. Formatting Drop and High-Low Lines 12. Formatting Trendlines 13. Formatting Up/Down Bars 14. Formatting the Chart and Plot Areas 15. Naming Charts 16. Applying Shape Styles 17. Applying WordArt Styles 18. Saving Custom Chart Templates Data Models 1. Creating a Data Model from External Relational Data 2. Creating a Data Model from Excel Tables 3. Enabling Legacy Data Connections 4. Relating Tables in a Data Model 5. Managing a Data Model PivotTables and PivotCharts 1. Creating Recommended PivotTables 2. Manually Creating a PivotTable 3. Creating a PivotChart 4. Manipulating a PivotTable or PivotChart 5. Changing Calculated Value Fields 6. Formatting PivotTables 7. Formatting PivotCharts 8. Setting PivotTable Options 9. Sorting and Filtering Using Field Headers PowerPivot 1. Starting PowerPivot 2. Managing the Data Model 3. Calculated Columns and Fields 4. Measures 5. Creating KPIs 6. Creating and Managing Perspectives 7. PowerPivot PivotTables and PivotCharts 3D Maps 1. Enabling 3D Maps 2. Creating a New 3D Maps Tour 3. Editing a 3D Maps Tour 4. Managing Layers in a 3D Maps Tour 5. Filtering Layers 6. Setting Layer Options 7. Managing Scenes 8. Custom 3D Maps 9. Custom Regions 10. World Map Options 11. Inserting 3D Map Objects 12. Previewing a Scene 13. Playing a 3D Maps Tour 14. Creating a Video of a 3D Maps Tour 15. 3D Maps Options Slicers and Timelines 1. Inserting and Deleting Slicers 2. Modifying Slicers 3. Inserting and Deleting Timelines 4. Modifying Timelines Security Features 1. Unlocking Cells 2. Worksheet Protection 3. Workbook Protection 4. Password Protecting Excel Files Making Macros 1. Recording Macros 2. Running and Deleting Recorded Macros 3. The Personal Macro Workbook Using Online Templates 1. Downloading Online Templates 2. Saving a Template 3. Creating New Workbooks from Saved Templates Legal Templates 1. Chapter Overview 2. Using the Law Firm Financial Analysis Worksheet 3. Using the Law Firm Project Tracker 4. Using the Law Firm Project Plan Legal Business Functions 1. The Pv Function 2. The Fv Function 3. The IRR and XIRR Functions Simple IOLTA Management 1. IOLTA Basics 2. Using Excel for Simple IOLTA Management 3. Using the Simple IOLTA Template
  account management template excel: The Excel Handbook: Comprehensive Techniques, Tips, and Templates for Every User Benjamin Cooper, 2024-10-25 Tired of struggling with Excel? Wish you could unlock its full potential and save countless hours? This comprehensive guide is your key to mastering Excel, whether you're a beginner or seasoned user. Inside, you'll find a wealth of information, presented in a clear and accessible way. Learn the fundamentals, explore advanced formulas and functions, create stunning charts and graphs, and automate repetitive tasks. This book isn't just about basic spreadsheet skills; it's about transforming your data into powerful insights. Through practical examples, real-world scenarios, and downloadable templates, you'll gain the confidence to tackle any Excel challenge. Learn to analyze data effectively, build interactive dashboards, and use conditional formatting to highlight crucial information. This book empowers you to streamline your workflow, improve your productivity, and become an Excel expert. This guide is perfect for students, professionals, and anyone who wants to master Excel. It doesn't matter if you're working with financial data, managing projects, or simply organizing your personal finances; this book provides the tools and knowledge you need to excel. Get ready to unlock the power of Excel and take your skills to the next level!
  account management template excel: The Green Book Great Britain. Treasury, 2003 This new edition incorporates revised guidance from H.M Treasury which is designed to promote efficient policy development and resource allocation across government through the use of a thorough, long-term and analytically robust approach to the appraisal and evaluation of public service projects before significant funds are committed. It is the first edition to have been aided by a consultation process in order to ensure the guidance is clearer and more closely tailored to suit the needs of users.
  account management template excel: Microsoft Project 2013: The Missing Manual Bonnie Biafore, 2013-04-17 Get up to speed on Microsoft Project 2013 and learn how to manage projects large and small. This crystal-clear book not only guides you step-by-step through Project 2013’s new features, it also gives you real-world guidance: how to prep a project before touching your PC, and which Project tools will keep you on target. With this Missing Manual, you’ll go from project manager to Project master. The important stuff you need to know Learn Project 2013 inside out. Get hands-on instructions for the Standard and Professional editions. Start with a project management primer. Discover what it takes to handle a project successfully. Build and refine your plan. Put together your team, schedule, and budget. Achieve the results you want. Build realistic schedules with Project, and learn how to keep costs under control. Track your progress. Measure your performance, make course corrections, and manage changes. Create attractive reports. Communicate clearly to stakeholders and team members using charts, tables, and dashboards. Use Project’s power tools. Customize Project’s features and views, and transfer info via the cloud, using Microsoft SkyDrive.
  account management template excel: Sales Management for Start-ups and SMEs Anderson Hirst, 2024-09-03 Managers and entrepreneurs know they have a great product or service - but they may not know how best to sell it. Useful for nearly any sector or industry, this book is a thoroughly practical guide on how to build an excellent sales organisation, brick by brick. Creating an effective sales organisation is a challenge for many businesses, and it’s easy to waste resources on ineffective approaches. Many MBA and executive education programmes do not cover sales management in any depth. Filling this knowledge gap, this guide will help readers to create their own unique high-performing sales organisation that fits their product and market environment. Evidence-based and field-tested, it will gives answers to critical questions, including: Which sales process should we use? How do we recruit, retain and inspire our sales team? What should we measure, and how should we manage it? What do great sales managers do? Rich with case studies from the author’s 25 years of sales consulting experience, this book will appeal to a wide variety of managers and entrepreneurs who wrestle with the question “How do I grow my business?” from sales directors to start-up founders to MBA students.
  account management template excel: Apple Device Management Charles Edge, Rich Trouton, 2019-12-17 Working effectively with Apple platforms at a corporate or business level includes not only infrastructure, but a mode of thinking that administrators have to adopt to find success. A mode of thinking that forces you to leave 30 years of IT dogma at the door. This book is a guide through how to integrate Apple products in your environment with a minimum of friction. Because the Apple ecosystem is not going away. You'll start by understanding where Apple, third-party software vendors, and the IT community is taking us. What is Mobile Device Management and how does it work under the hood. By understanding how MDM works, you will understand what needs to happen on your networks in order to allow for MDM, as well as the best way to give the least amount of access to the servers or services that’s necessary. You'll then look at management agents that do not include MDM, as well as when you will need to use an agent as opposed to when to use other options. Once you can install a management solution, you can deploy profiles on a device or you can deploy profiles on Macs using scripts. With Apple Device Management as your guide, you'll customize and package software for deployment and lock down devices so they’re completely secure. You’ll also work on getting standard QA environments built out, so you can test more effectively with less effort. Apple is forging their own path in IT. They trade spots with Amazon, Google, and Microsoft as the wealthiest company to ever exist. And they will not be constrained by 30 or more years of dogma in the IT industry. You can try to shoehorn Apple devices into outdated modes of device management, or you can embrace Apple’s stance on management with the help of this book. What You'll LearnDeploy profiles across devices effectively and securely Install apps remotely both from the app store and through custom solutions Work natively with Apple environments rather than retrofitting older IT solutions Who This Book Is For Mac administrators within organizations that want to integrate with the current Apple ecosystem, including Windows administrators learning how to use/manage Macs, mobile administrators working with iPhones and iPads, and mobile developers tasked with creating custom apps for internal, corporate distribution.
  account management template excel: 101 Best Excel Tips & Tricks Bryan Hong, John Michaloudis, 2021-03-19 Learn the Best Excel Tips & Tricks Ever: FORMULAS, MACROS, PIVOT TABLES, FORMATTING, DATA, MICROSOFT OFFICE 365 plus Many More! With this book, you'll learn to apply the must know Excel features and tricks to make your data analysis & reporting easier and will save time in the process. With this book you get the following: ✔ 101 Best Excel Tips & Tricks To Advance Your Excel Skills & Save You Hours ✔ New Excel Tips & Tricks for Microsoft Office 365 ✔ Easy to Read Step by Step Guide with Screenshots ✔ Downloadable Practice Excel Workbooks for each Tip & Trick ✔ You also get a FREE BONUS downloadable PDF version of this book! This book is a MUST-HAVE for Beginner to Intermediate Excel users who want to learn Microsoft Excel FAST & stand out from the crowd!
  account management template excel: Managing Data Using Excel Mark Gardener, 2015-04-20 Microsoft Excel is a powerful tool that can transform the way you use data. This book explains in comprehensive and user-friendly detail how to manage, make sense of, explore and share data, giving scientists at all levels the skills they need to maximize the usefulness of their data. Readers will learn how to use Excel to: * Build a dataset – how to handle variables and notes, rearrangements and edits to data. * Check datasets – dealing with typographic errors, data validation and numerical errors. * Make sense of data – including datasets for regression and correlation; summarizing data with averages and variability; and visualizing data with graphs, pivot charts and sparklines. * Explore regression data – finding, highlighting and visualizing correlations. * Explore time-related data – using pivot tables, sparklines and line plots. * Explore association data – creating and visualizing contingency tables. * Explore differences – pivot tables and data visualizations including box-whisker plots. * Share data – methods for exporting and sharing your datasets, summaries and graphs. Alongside the text, Have a Go exercises, Tips and Notes give readers practical experience and highlight important points, and helpful self-assessment exercises and summary tables can be found at the end of each chapter. Supplementary material can also be downloaded on the companion website. Managing Data Using Excel is an essential book for all scientists and students who use data and are seeking to manage data more effectively. It is aimed at scientists at all levels but it is especially useful for university-level research, from undergraduates to postdoctoral researchers.
  account management template excel: Dashboards for Excel Jordan Goldmeier, Purnachandra Duggirala, 2015-10-07 This book takes a hands-on approach to developing dashboards, from instructing users on advanced Excel techniques to addressing dashboard pitfalls common in the real world. Dashboards for Excel is your key to creating informative, actionable, and interactive dashboards and decision support systems. Throughout the book, the reader is challenged to think about Excel and data analytics differently—that is, to think outside the cell. This book shows you how to create dashboards in Excel quickly and effectively. In this book, you learn how to: Apply data visualization principles for more effective dashboards Employ dynamic charts and tables to create dashboards that are constantly up-to-date and providing fresh information Use understated yet powerful formulas for Excel development Apply advanced Excel techniques mixing formulas and Visual Basic for Applications (VBA) to create interactive dashboards Create dynamic systems for decision support in your organization Avoid common problems in Excel development and dashboard creation Get started with the Excel data model, PowerPivot, and Power Query
  account management template excel: Project Management Tools and Techniques Deborah Sater Carstens, Gary Richardson, Ronald B. Smith, 2016-04-19 A combination of art and skill that results in the balancing of project objectives against restraints of time, budget, and quality, effective project management requires skill and experience as well as many tools and techniques. Project Management Tools and Techniques: A Practical Guide describes these tools and techniques and how to use them, givi
  account management template excel: Office 365 For Dummies Rosemarie Withee, Ken Withee, Jennifer Reed, 2016-05-23 Ken Withee was the primary author of the previous edition.
  account management template excel: Mastering Microsoft Dynamics 365 Customer Engagement Deepesh Somani, 2019-02-28 A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management Key FeaturesCreate efficient client-side apps and customized plugins that work seamlesslyLearn best practices from field experience to use Dynamics 365 efficientlyUnleash the power of Dynamics 365 to maximize your organization’s profitsBook Description Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios. What you will learnManage various divisions of your organization using Dynamics 365 customizationsExplore the XRM Framework and leverage its featuresProvide an enhanced mobile and tablet experienceDevelop client-side applications using JavaScript and the Web APIUnderstand how to develop plugins and workflows using Dynamics 365Explore solution framework improvements and new field typesWho this book is for Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.
  account management template excel: Mastering Microsoft Dynamics CRM 2016 Deepesh Somani, 2017-11-28 This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications About This Book Harness the full power of Dynamics CRM 2016 through real-world scenarios Create efficient client-side applications and customized plugins that work seamlessly across mobile and the Web Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016 Who This Book Is For This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial. What You Will Learn Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations Learn about the XRM framework of Dynamics CRM 2016 and leverage its features Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM Get an enhanced Dynamics CRM analytics experience with Word and Excel templates Develop client-side applications using JavaScript and Web API How to develop plugins and workflows using Dynamics CRM 2016 Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016 In Detail Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios. Style and approach This book takes a practical, step-by-step approach, providing real-world case studies that enable readers to leverage the latest and most advanced features of Dynamics CRM.
  account management template excel: Learning Accountancy Zarir Suntook, 2014-10-21 Libraries and bookshops around the world have displayed over the years numerous books on bookkeeping and accountancy. In the very first chapter of this book, therefore, the question is asked: why then write yet another book? The traditional approach has been to introduce double entry bookkeeping principles almost at the outset and then expound those principles with the help of examples. In this book, no mention is made of double entry until Chapter 5. The book starts by demonstrating in a cl...
  account management template excel: Professional Application Lifecycle Management with Visual Studio 2013 Mickey Gousset, Martin Hinshelwood, Brian A. Randell, Brian Keller, Martin Woodward, 2014-03-26 Ramp up your software development with this comprehensive resource Microsoft's Application Lifecycle Management (ALM) makes software development easier and now features support for iOS, MacOS, Android, and Java development. If you are an application developer, some of the important factors you undoubtedly consider in selecting development frameworks and tools include agility, seamless collaboration capabilities, flexibility, and ease of use. Microsoft's ALM suite of productivity tools includes new functionality and extensibility that are sure to grab your attention. Professional Application Lifecycle Management with Visual Studio 2013 provides in-depth coverage of these new capabilities. Authors Mickey Gousset, Martin Hinshelwood, Brian A. Randell, Brian Keller, and Martin Woodward are Visual Studio and ALM experts, and their hands-on approach makes adopting new ALM functionality easy. Streamline software design and deployment with Microsoft tools and methodologies Gain a practical overview of ALM with step-by-step guides and reference material Case studies illustrate specific functionality and provide in-depth instruction Use new capabilities to support iOS, MacOS, Android and Java development Discover this comprehensive solution for modeling, designing, and coordinating enterprise software deployments Over 100 pages of new content, forward-compatible with new product releases Professional Application Lifecycle Management with Visual Studio 2013 provides a complete framework for using ALM to streamline software design and deployment processes using well-developed Microsoft tools and methodologies. Professional Application Lifecycle Management with Visual Studio 2013 is your guide to make use of newly-available ALM features to take your enterprise software development to the next level.
  account management template excel: Scaling Up Verne Harnish, 2014 In this guide, Harnish and his co-authors share practical tools and techniques to help entrepreneurs grow an industry -- dominating business without it killing them -- and actually have fun. Many growth company leaders reach a point where they actually dread adding another customer, employee, or location. It feels like they are just adding more weight to an ever-heavier anchor they are dragging through the sand. To make matters worse, the increased revenues have not turned into more profitability, so at some point they wonder if the journey is worth the effort. This book focuses on the four major decisions every company must get right: People, Strategy, Execution and Cash. The book includes a series of One-Page tools including the One-Page Strategic Plan and the Rockefeller Habits Execution Checklist, which more than 40,000 firms around the globe have used to scale their companies successfully.
  account management template excel: ACT! 2006 For Dummies Karen S. Fredricks, 2006-10-11 If you want to manage your business relationships better, this guide helps you get your ACT together with ACT! 2006. ACT! is the world's leading contact management/CRM (customer relationship management) software. ACT! 2006 has great new features and ACT! 2006 For Dummies helps you take full advantage of them. Designed to help newbies get up to speed fast and to help pros get even more proficient, it covers: Database basics and a list of ACT! 2006 features How to enter and organize your contact information, including: adding history, documents, and secondary contacts; taking notes; scheduling appointments, calls and to-dos; using calendars; and more Using ACT! built-in reports (there are 40 to choose from) or creating your own reports from scratch Working with templates to automate routine documents Customizing ACT! to fit your needs Using notes in ACT to keep records of all communications Performing administrative tasks, such as routine maintenance, backing up your database, and checking for duplicate entries Synchronizing your database for remote users Creating mailing labels and envelopes or sending e-mails and broadcast faxes Using ACT! to manage and track the entire sales process, from initial opportunity through end result Managing your sales pipeline with built-in forecasting tools Using ACT! with your Internet Mail, Outlook, Outlook Express, Eudora, or Lotus Notes e-mail, plus a work-around if you're a die-hard AOL devotee Grouping your contacts (ideal for managing large projects, tracking real estate listings, organizing classes and seminars, and more) Using ACT! with Citrix, VPN, and terminal services Special tips for database managers or administrators Complete with info on working with ACT! Premium for Web, this book helps you use ACT! 2006 to manage your relationships with customers, document communications, track and prioritize sales opportunities, analyze data and create reports, and more. What are you waiting for? ACT NOW!
  account management template excel: GLASS manual on the management of antimicrobial consumption data , 2020-09-08
  account management template excel: A Beginner's Guide for Business Proposal Management Gaurav Sinha, 2016-07-01 Business Proposals play an extremely vital role in today's competitive Business-2-Business (B2B) sales, as it represents the supplier's offer and the value that they can provide to the buyer. Many sales organizations spend a lot of money on building strong Proposal Management practices. For individuals, it is a field that offers an extremely rewarding career. In the real world of Request for Proposals (RFPs) and their responses, one can see a lot of variations (based on Industry, organization type and other relevant factors). A one-size-fits-all scenario or format is never seen to exist. However, if fundamentals are understood well, then, addressing any variation of the RFP is not difficult. This book is a beginner's guide to understand Business Proposal Management, written in a simple way to help aspiring individuals. If YOU are new to the World of Proposals, and want to understand it, then this book is JUST RIGHT FOR YOU!
  account management template excel: Configuring Cisco Unified Communications Manager and Unity Connection David J. Bateman, 2011-05-09 The definitive, up-to-date guide to planning, configuring, and administering Cisco call processing and voice messaging. This book brings together all the hands-on knowledge you need to successfully configure and administer Cisco’s flagship IP voice systems, including Cisco Unified Communications Manager (CUCM), Unity, and Unity Connection. Fully updated for the new CUCM, Unity, and Unity Connection, version 8, it presents step-by-step procedures for every common and complex task that installers, integrators, and administrators will encounter. Long-time Cisco voice implementer and instructor David Bateman begins with clear, well-organized explanations of Cisco Voice over IP technology, including its key functions and devices. Next, he guides you through preparation and deployment, including configuring CUCM for maximum performance, removing DNS dependencies, defining enterprise parameters, configuring regions, and enforcing security. The author presents quick access, step-by-step solutions for dozens of post-deployment tasks, each with thorough instructions and cross-references to prerequisite tasks wherever needed. He demonstrates how to integrate features to create more powerful IP voice systems, thoroughly introduces Cisco’s new management interface, and provides extensive coverage of the latest feature enhancements. David Bateman is a certified Cisco instructor, CCNA, and director of curriculum development for Skyline-ATS. He has 20+ years of internetworking experience, including more than a decade as a senior LAN/WAN engineer in networks serving up to 5,000 users. He then ran the business operations of a technical services company while maintaining his existing networking client base. David has taught and implemented Cisco voice technologies since 2000. He authored this book’s first edition, and co-authored CCNA Voice Exam Cram. Establish a foundation for CUCM: configure services, set enterprise parameters, register devices, and more Add gateways and client devices Create dial plans, including route patterns, route lists, route groups, CTI route points, translation patterns, and route filters Configure Class of Service (CoS) and Call Admission Control Implement IP phone service, media resources, and Extension Mobility Prepare to deploy Unity/Connection: verify integration; define system parameters; and create templates, distribution lists, and CoS Add, import, and manage users Make the most of Unity/Connection call management, from basic auto-attendant to advanced routing rules and audio-text Integrate legacy voicemail systems Master Unity/Connection’s key administrative tools and utilities Use time-of-day routing, call queuing, and other advanced features This IP communications book is part of the Cisco Press® Networking Technology Series. IP communications titles from Cisco Press help networking professionals understand voice and IP telephony technologies, plan and design converged networks, and implement network solutions for increased productivity.
  account management template excel: SharePoint 2013 User's Guide Anthony Smith, 2013-07-27 Microsoft SharePoint 2013 provides a collection of tools and services you can use to improve user and team productivity, make information sharing more effective, and facilitate business decision–making processes. In order to get the most out of SharePoint 2013, you need to understand how to best use the capabilities to support your information management, collaboration, and business process management needs. The SharePoint 2013 User's Guide is designed to provide you with the information you need to effectively use these tools. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as search, workflow, and social) that make up these environments. In the fourth edition of this bestselling book, author Tony Smith walks you through the components and capabilities that make up a SharePoint 2013 environment. He provides step-by-step instructions for using and managing these elements, as well as recommendations for how to best leverage them. The author has brought together this information based on his extensive experience working with these tools and with business users who effectively leverage these technologies within their organizations. These real-world experiences were incorporated into the writing of this book to make it easy for you to gain the knowledge you need to make the most of the product. Pick up a copy of the SharePoint 2013 User's Guide today.
  account management template excel: GST Accounting with ally .ERP 9 Asok k Nadhani, 2018-06-24 This book is aimed for readers who like to know practical aspects of implementing & maintaining GST Accounts, Statutory Returns filing on GST Portal & various compliance under GST Acts & Rules. It explains steps of GSTN Portal management & Returns filing with illustrations of each operational step, in simple language.This book specifically explains maintenance of GST Accounts with Tally.ERP9, the most popular accounting software of the country. Comprehensive sets of business scenario illustrated with relevant screen components and explanation of detailed operational steps are included. Even first time users would be able to perform the tasks, without any external help.Apart from Business Executives, Owners and Accountants and business, Part 4: Assignments (p.592), of the book, containing Quiz, Tests & Business projects would be useful for aspiring candidates for Accounting jobs in business organisations, and get prepared for competitive examinations.
  account management template excel: ADKAR Jeff Hiatt, 2006 In his first complete text on the ADKAR model, Jeff Hiatt explains the origin of the model and explores what drives each building block of ADKAR. Learn how to build awareness, create desire, develop knowledge, foster ability and reinforce changes in your organization. The ADKAR Model is changing how we think about managing the people side of change, and provides a powerful foundation to help you succeed at change.
  account management template excel: Microsoft Excel 2019 for Lawyers Training Manual Classroom in a Book TeachUcomp , 2019-10-27 Complete classroom training manuals for Microsoft Excel 2019 for Lawyers. 479 pages and 224 individual topics. Includes practice exercises and keyboard shortcuts. You will learn how to effectively use legal templates, legal business functions (such as the Pv and Fv functions) and simple IOLTA management. In addition, you’ll receive our complete Excel curriculum. Topics Covered: Getting Acquainted with Excel 1. About Excel 2. The Excel Environment 3. The Title Bar 4. The Ribbon 5. The “File” Tab and Backstage View 6. Scroll Bars 7. The Quick Access Toolbar 8. Touch Mode 9. The Formula Bar 10. The Workbook Window 11. The Status Bar 12. The Workbook View Buttons 13. The Zoom Slider 14. The Mini Toolbar 15. Keyboard Shortcuts File Management 1. Creating New Workbooks 2. Saving Workbooks 3. Closing Workbooks 4. Opening Workbooks 5. Recovering Unsaved Workbooks 6. Opening a Workbook in a New Window 7. Arranging Open Workbook Windows 8. Freeze Panes 9. Split Panes 10. Hiding and Unhiding Workbook Windows 11.Comparing Open Workbooks 12. Switching Open Workbooks 13. Switching to Full Screen View 14. Working With Excel File Formats 15. AutoSave Online Workbooks Data Entry 1. Selecting Cells 2. Entering Text into Cells 3. Entering Numbers into Cells 4. AutoComplete 5. Pick from Drop-Down List 6. Flash Fill 7. Selecting Ranges 8. Ranged Data Entry 9. Using AutoFill Creating Formulas 1. Ranged Formula Syntax 2. Simple Formula Syntax 3. Writing Formulas 4. Using AutoSum 5. Inserting Functions 6. Editing a Range 7. Formula AutoCorrect 8. AutoCalculate 9. Function Compatibility Copying & Pasting Formulas 1. Relative References and Absolute References 2. Cutting, Copying, and Pasting Data 3. AutoFilling Cells 4. The Undo Button 5. The Redo Button Columns & Rows 1. Selecting Columns & Rows 2. Adjusting Column Width and Row Height 3. Hiding and Unhiding Columns and Rows 4. Inserting and Deleting Columns and Rows Formatting Worksheets 1. Formatting Cells 2. The Format Cells Dialog Box 3. Clearing All Formatting from Cells 4. Copying All Formatting from Cells to Another Area Worksheet Tools 1. Inserting and Deleting Worksheets 2. Selecting Multiple Worksheets 3. Navigating Worksheets 4. Renaming Worksheets 5. Coloring Worksheet Tabs 6. Copying or Moving Worksheets Setting Worksheet Layout 1. Using Page Break Preview 2. Using the Page Layout View 3. Opening The Page Setup Dialog Box 4. Page Settings 5. Setting Margins 6. Creating Headers and Footers 7. Sheet Settings Printing Spreadsheets 1. Previewing and Printing Worksheets Helping Yourself 1. Using Excel Help 2. The Tell Me Bar 3. Smart Lookup Creating 3D Formulas 1. Creating 3D Formulas 2. 3D Formula Syntax 3. Creating 3D Range References Named Ranges 1. Naming Ranges 2. Creating Names from Headings 3. Moving to a Named Range 4. Using Named Ranges in Formulas 5. Naming 3D Ranges 6. Deleting Named Ranges Conditional Formatting and Cell Styles 1. Conditional Formatting 2. Finding Cells with Conditional Formatting 3. Clearing Conditional Formatting 4. Using Table and Cell Styles Paste Special 1. Using Paste Special 2. Pasting Links Sharing Workbooks 1. About Co-authoring and Sharing Workbooks 2. Co-authoring Workbooks 3. Adding Shared Workbook Buttons in Excel 4. Traditional Workbook Sharing 5. Highlighting Changes 6. Reviewing Changes 7. Using Comments and Notes 8. Compare and Merge Workbooks Auditing Worksheets 1. Auditing Worksheets 2. Tracing Precedent and Dependent Cells 3. Tracing Errors 4. Error Checking 5. Using the Watch Window 6. Cell Validation Outlining Worksheets 1. Using Outlines 2. Applying and Removing Outlines 3. Applying Subtotals Consolidating Worksheets 1. Consolidating Data Tables 1. Creating a Table 2. Adding an Editing Records 3. Inserting Records and Fields 4. Deleting Records and Fields Sorting Data 1. Sorting Data 2. Custom Sort Orders Filtering Data 1. Using AutoFilters 2. Using the Top 10 AutoFilter 3. Using a Custom AutoFilter 4. Creating Advanced Filters 5. Applying Multiple Criteria 6. Using Complex Criteria 7. Copying Filter Results to a New Location 8. Using Database Functions Using What-If Analysis 1. Using Data Tables 2. Using Scenario Manager 3. Using Goal Seek 4. Forecast Sheets Table-Related Functions 1. The Hlookup and Vlookup Functions 2. Using the IF, AND, and OR Functions 3. The IFS Function Sparklines 1. Inserting and Deleting Sparklines 2. Modifying Sparklines Creating Charts In Excel 1. Creating Charts 2. Selecting Charts and Chart Elements 3. Adding Chart Elements 4. Moving and Resizing Charts 5. Changing the Chart Type 6. Changing the Data Range 7. Switching Column and Row Data 8. Choosing a Chart Layout 9. Choosing a Chart Style 10. Changing Color Schemes 11. Printing Charts 12. Deleting Charts Formatting Charts in Excel 1. Formatting Chart Objects 2. Inserting Objects into a Chart 3. Formatting Axes 4. Formatting Axis Titles 5. Formatting a Chart Title 6. Formatting Data Labels 7. Formatting a Data Table 8. Formatting Error Bars 9. Formatting Gridlines 10. Formatting a Legend 11. Formatting Drop and High-Low Lines 12. Formatting Trendlines 13. Formatting Up/Down Bars 14. Formatting the Chart and Plot Areas 15. Naming Charts 16. Applying Shape Styles 17. Applying WordArt Styles 18. Saving Custom Chart Templates Data Models 1. Creating a Data Model from External Relational Data 2. Creating a Data Model from Excel Tables 3. Enabling Legacy Data Connections 4. Relating Tables in a Data Model 5. Managing a Data Model PivotTables and PivotCharts 1. Creating Recommended PivotTables 2. Manually Creating a PivotTable 3. Creating a PivotChart 4. Manipulating a PivotTable or PivotChart 5. Changing Calculated Value Fields 6. Formatting PivotTables 7. Formatting PivotCharts 8. Setting PivotTable Options 9. Sorting and Filtering Using Field Headers PowerPivot 1. Starting PowerPivot 2. Managing the Data Model 3. Calculated Columns and Fields 4. Measures 5. Creating KPIs 6. Creating and Managing Perspectives 7. PowerPivot PivotTables and PivotCharts 3D Maps 1. Enabling 3D Maps 2. Creating a New 3D Maps Tour 3. Editing a 3D Maps Tour 4. Managing Layers in a 3D Maps Tour 5. Filtering Layers 6. Setting Layer Options 7. Managing Scenes 8. Custom 3D Maps 9. Custom Regions 10. World Map Options 11. Inserting 3D Map Objects 12. Previewing a Scene 13. Playing a 3D Maps Tour 14. Creating a Video of a 3D Maps Tour 15. 3D Maps Options Slicers and Timelines 1. Inserting and Deleting Slicers 2. Modifying Slicers 3. Inserting and Deleting Timelines 4. Modifying Timelines Security Features 1. Unlocking Cells 2. Worksheet Protection 3. Workbook Protection 4. Password Protecting Excel Files Making Macros 1. Recording Macros 2. Running and Deleting Recorded Macros 3. The Personal Macro Workbook Using Online Templates 1. Downloading Online Templates 2. Saving a Template 3. Creating New Workbooks from Saved Templates Legal Templates 1. Chapter Overview 2. Using the Law Firm Financial Analysis Worksheet 3. Using the Law Firm Project Tracker 4. Using the Law Firm Project Plan Legal Business Functions 1. The Pv Function 2. The Fv Function 3. The IRR and XIRR Functions Simple IOLTA Management 1. IOLTA Basics 2. Using Excel for Simple IOLTA Management 3. Using the Simple IOLTA Template
  account management template excel: Making Sense of 'Show, Don't Tell' Louise Harnby, 2021-03-12 This fiction-editing guide shows authors and editors how to recognize shown and told prose, and avoid unnecessary exposition. Louise Harnby, a fiction editor, writer and course developer, teaches you how to identify stylistic problems and craft solutions that weave showing and telling together, and understand why there's no place for 'don't tell' in strong writing. Topics include: Shown and told prose in different scenarios; the relevance of viewpoint; when exposition serves story and deepens character; and tools that help writers add texture.
  account management template excel: Professional SharePoint 2007 Records Management Development John Holliday, 2011-02-09 Unique guide to records management methodologies for Microsoft Office SharePoint Server 2007 There may be books available on how to develop solutions for Microsoft Office SharePoint Server 2007, but this is the first book to provide step-by-step guidance for designing and building records management solutions on the SharePoint platform. You'll learn the five core services of any records management system-confidentiality, information integrity, high availability, adherence to policy, and audit ability-then explore the tools and techniques needed to implement them in SharePoint. The book helps you understand official records in the context of day-to-day collaboration and regulatory compliance; you'll also learn how to design extensible Windows Workflow Foundation (WF) components with records management as the central focus. Reviews Office SharePoint Server and how it provides a solid foundation for managing official records using specially constructed web sites and custom components Discusses the File Plan, which describes where each record is stored, how long it is kept, and the manner and conditions under which it is destroyed Shows you how to apply the powerful features of the SharePoint platform to convert collaborative documents into managed files in a record center site Addresses best practices for creating records repositories, developing file plans to identify official records, controlling the creation and distribution of records using custom content types and information policy components, and more The companion Web site includes downloadable code modules you can use as a starting point for building real-world records management solutions on the SharePoint platform If you're a programmer, software architect, business analyst, or IT professional working in SharePoint, you'll want this unique book on your shelf.
  account management template excel: Excel 2016 All-in-One For Dummies Greg Harvey, 2015-11-16 Your one-stop guide to all things Excel 2016 Excel 2016 All-in-One For Dummies, the most comprehensive Excel reference on the market, is completely updated to reflect Microsoft's changes in the popular spreadsheet tool. It offers you everything you need to grasp basic Excel functions, such as creating and editing worksheets, setting up formulas, importing data, performing statistical functions, editing macros with Visual Basic—and beyond. In no time, your Excel skills will go from 'meh' to excellent. Written by expert Greg Harvey, who has sold more than 4.5 million copies of his previous books combined and has taught and trained extensively in Microsoft Excel, this all-encompassing guide offers everything you need to get started with Excel. From generating pivot tables and performing financial functions to performing error trapping and building and running macros—and everything in between—this hands-on, friendly guide makes working with Excel easier than ever before. Serves as the ideal reference for solving common questions and Excel pain points quickly and easily Helps to increase productivity and efficiency when working in Excel Fully updated for the new version of Excel Covers basic and more advanced Excel topics If working in Excel occasionally makes you want to scream, this will be the dog-eared, dust-free reference you'll turn to again and again.
  account management template excel: SharePoint 2010 for Project Management Dux Raymond Sy, 2012-01-12 If you were to analyze your team’s performance on a typical project, you’d be surprised how much time is wasted on non-productive tasks. This hands-on guide shows you how to work more efficiently by organizing and managing projects with SharePoint 2010. You’ll learn how to build a Project Management Information System (PMIS), customized to your project, that can effectively coordinate communication and collaboration among team members. Written by a certified Project Management Professional (PMP) and Microsoft SharePoint MVP with 15 years of IT project management experience, each chapter includes step-by-step guides as well as workshops that help you practice what you learn. Build a SharePoint PMIS that requires little assistance from your IT/IS department Define access permissions for project stakeholders and team members Centralize project artifacts and keep track of document history with version control Track project schedules, control changes, and manage project risks Automate project reporting and use web parts to generate on-demand status reports Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook Apply your knowledge of PMIS techniques by working with a case study throughout the book If you are a project manager looking for a technology-based, easily implemented, and usable solution for project communications, document management, and general project organization, this book is for you! –Susan Weese, PgMP, President and Founder, Rhyming Planet
  account management template excel: Digital Transformation of the Consulting Industry Volker Nissen, 2017-12-28 This book discusses the opportunities and conditions that digital technology provides to extend, innovate and differentiate the services offered by consulting companies. It introduces suitable artefacts like web-based consulting platforms, consulting applications, semantic technologies and tools for data mining and collaboration. Furthermore it examines concepts to evaluate the virtualization of consulting processes and showcases how solutions can be developed to blend traditional and digital consulting models. Presenting state-of-the-art research and providing a comprehensive overview of the methods and techniques needed for digital transformation in the consulting industry, the book serves as both a guide and a roadmap for innovative consulting companies.
  account management template excel: SharePoint 2010 for Project Management Dux Sy, 2012-02-02 Learn how to manage your projects with SharePoint--Cover.
  account management template excel: Office 365 For Dummies Ken Withee, Jennifer Reed, 2012-01-09 The information you need to create a virtual office that can be accessed anywhere Microsoft Office 365 is a revolutionary technology that allows individuals and companies of all sizes to create and maintain a virtual office in the cloud. Featuring familiar Office Professional applications, web apps, Exchange Online, and Lync Online, Office 365 offers business professionals added flexibility and an easy way to work on the go. This friendly guide explains the cloud, how Office 365 takes advantage of it, how to use the various components, and the many possibilities offered by Office 365. It provides just what you need to know to get up and running with this exciting new technology. Examines how Microsoft Office 365 allows individual users and businesses to create a virtual office in the cloud, enabling workers to access its components anytime and from anywhere Explains the cloud landscape and how Office 365 uses the technology to provide instant access to e-mail, documents, calendars, and contacts while maintaining information security Covers each element of the Office 365 product, including Office Professional Plus, Exchange Online, SharePoint, and Lync Online Shows how to take advantage of collaboration, instant messaging, audio/video conferencing, and online productivity tools In the famous, friendly For Dummies way, this handy guide prepares you to get your head in the cloud and start making the most of Office 365.
  account management template excel: Quality of Information and Communications Technology José Maria Fernandes, Guilherme H. Travassos, Valentina Lenarduzzi, Xiaozhou Li, 2023-09-12 This book constitutes the refereed proceedings of the 16th International Conference on Quality of Information and Communications Technology, QUATIC 2023, held in Aveiro, Portugal, during September 11–13, 2023.The 17 full papers and 4 short papers included in this book were carefully reviewed and selected from 37 submissions. They were organized in topical sections as follows: Disseminating Advanced Methods, Techniques, and Tools for Supporting Quality ICT Engineering and Management Approaches.
  account management template excel: Microsoft SharePoint 2007 For Dummies Vanessa L. Williams, 2011-02-08 Microsoft SharePoint now has a 10 percent share of the portal market, and the new release, which features enhanced integration with Office 2007, is sure to give SharePoint a boost Offers clear instructions and soup-to-nuts coverage of this complex product, focusing instead on practical solutions to real-world SharePoint challenges Features tips, tricks, and techniques for administrators who need to install and configure a SharePoint portal as well as ordinary users who need to populate and maintain the portal and use it for collaborative projects Topics covered include setting up a SharePoint portal, matching SharePoint to business needs, managing portal content, branding, collaborating on SharePoint sites, using a portal to improve employee relations and marketing, putting expense reports and other interactive forms on a portal, and monitoring and backing up SharePoint
  account management template excel: DEMAND MANAGEMENT: Supply Constraints and Inflation R.K. SHARMA, 2009-12 This book presents the fundamentals for developing more reliable demand plans and schedules.It also shows what is necessary to build successful tradition partner relationships for demand collaboration.This book defines waht is reasonable to expect from a demand management process.It is our hope that the lesson shared in the book will stimulate improvements on how demand management is applied in your company and in the supply chains in which your company operates.
  account management template excel: Pro SQL Server Administration Peter Carter, 2015-11-16 Pro SQL Server Administration brings SQL Server administration into the modern era with strong coverage of hybrid cloud environments, In-Memory OLTP, and installation on Server Core. This comprehensive guide to SQL Server Administration for today’s DBA helps you to administer the new and key areas of SQL Server, including Columnstore indexes and the In-Memory OLTP feature set introduced in 2014. You will also be guided through the administration of traditional areas of SQL Server, including how to secure your instance, monitor and maintain your instance, and to use features such as AlwaysOn to make your instance highly available. Also covered is the use of SQL Server features to scale out read-only workloads. Pro SQL Server Administration is an all-new book taking up-to-date and modern approach that you'll want and need to further your career as a SQL Server database administrator. Extensive coverage of hybrid cloud environments involving Azure SQL Database Detailed discussions on all new, key features, including AlwaysOn and in-memory support Comprehensive coverage of key skills, such as monitoring, maintenance and indexing
  account management template excel: Clever Girl Finance Bola Sokunbi, 2019-06-25 Take charge of your finances and achieve financial independence – the Clever Girl way Join the ranks of thousands of smart and savvy women who have turned to money expert and author Bola Sokunbi for guidance on ditching debt, saving money, and building real wealth. Sokunbi, the force behind the hugely popular Clever Girl Finance website, draws on her personal money mistakes and financial redemption to educate and empower a new generation of women on their journey to financial freedom. Lighthearted and accessible, Clever Girl Finance encourages women to talk about money and financial wellness and shows them how to navigate their own murky financial waters and come out afloat on the other side. Monitor your expenses, build a budget, and stick with it Make the most of a modest salary and still have money to spare Keep your credit in check and clean up credit card chaos Start and succeed at your side hustle Build a nest egg and invest in your future Transform your money mindset and be accountable for your financial well-being Feel the power of real-world stories from other “clever girls” Put yourself on the path to financial success with the valuable lessons learned from Clever Girl Finance.
  account management template excel: SharePoint 2010 User's Guide Seth Bates, Anthony Smith, Roderick Smith, 2010-07-30 Microsoft SharePoint Foundation 2010 and SharePoint Server 2010 provide a collection of tools and services you can use to improve user and team productivity, make information sharing more effective, and facilitate business decision–making processes. In order to get the most out of SharePoint 2010, you need to understand how to best use the capabilities to support your information management, collaboration, and business process management needs. This book is designed to provide you with the information you need to effectively use these tools. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as publishing, workflow, and policies) that make up these environments. Information and process owners will be given the knowledge they need to build and manage solutions. Information and process consumers will be given the knowledge they need to effectively use SharePoint resources. In this book, Seth Bates and Tony Smith walk you through the components and capabilities that make up a SharePoint 2010 environment. Their expertise shines as they provide step-by-step instructions for using and managing these elements, as well as recommendations for how to best leverage them. As a reader, you’ll then embrace two common SharePoint uses, document management and project information management, and walk through creating samples of these solutions, understanding the challenges these solutions are designed to address and the benefits they can provide. The authors have brought together this information based on their extensive experience working with these tools and with business users who effectively leverage these technologies within their organizations. These experiences were incorporated into the writing of this book to make it easy for you to gain the knowledge you need to make the most of the product.
Create a Google Account - Computer - Google Account Help
A business account also makes it easier to set up Google Business Profile, which helps improve your business visibility and manage your online information. When you create a Google …

Use Gmail to access your Google Account
Follow the onscreen information to add Gmail to your account. When you add Gmail, your Gmail address will become the primary username on your account. It will be what others see when …

Google Account Help
Official Google Account Help Center where you can find tips and tutorials on using Google Account and other answers to frequently asked questions.

Change or reset your password - Computer - Google Account Help
Follow the steps to recover your account. You'll be asked some questions to confirm it's your account and an email will be sent to you. If you don’t get an email: Check your Spam or Bulk …

Come recuperare l'Account Google o Gmail
Recuperare un Account Google eliminato. Se hai eliminato il tuo Account Google di recente, puoi seguire i passaggi per recuperare il tuo account. È ancora impossibile accedere Creare un …

Crea un Account Google
Un account Gmail è uno dei diversi servizi Google che puoi utilizzare e con cui puoi salvare i dati se hai un Account Google. Altri servizi che puoi utilizzare con il tuo Account Google includono: …

Find, control & delete the info in your Google Account
Timeline is a Google Account setting that creates a personal map that helps you remember places you visit, routes you use, and trips you take. When you have Timeline turned on, your device …

Make your account more secure - Google Help
A green shield with a check mark means your account is healthy and no immediate action is needed. To check for notifications: Sign into your Google Account. At the top right, select your …

Create a Gmail account - Gmail Help - Google Help
Create an account . Tip: To use Gmail for your business, a Google Workspace account might be better for you than a personal Google Account. With Google Workspace, you get increased …

Sign in with Google - Google Account Help
If you delete your third-party account, your Google Account is unaffected, because third-party accounts and Google Accounts are independent of each other. The third party doesn’t notify …

Create a Google Account - Computer - Google Account Help
A business account also makes it easier to set up Google Business Profile, which helps improve your business visibility and manage your online information. When you create a Google …

Use Gmail to access your Google Account
Follow the onscreen information to add Gmail to your account. When you add Gmail, your Gmail address will become the primary username on your account. It will be what others see when …

Google Account Help
Official Google Account Help Center where you can find tips and tutorials on using Google Account and other answers to frequently asked questions.

Change or reset your password - Computer - Google Account Help
Follow the steps to recover your account. You'll be asked some questions to confirm it's your account and an email will be sent to you. If you don’t get an email: Check your Spam or Bulk …

Come recuperare l'Account Google o Gmail
Recuperare un Account Google eliminato. Se hai eliminato il tuo Account Google di recente, puoi seguire i passaggi per recuperare il tuo account. È ancora impossibile accedere Creare un …

Crea un Account Google
Un account Gmail è uno dei diversi servizi Google che puoi utilizzare e con cui puoi salvare i dati se hai un Account Google. Altri servizi che puoi utilizzare con il tuo Account Google includono: …

Find, control & delete the info in your Google Account
Timeline is a Google Account setting that creates a personal map that helps you remember places you visit, routes you use, and trips you take. When you have Timeline turned on, your device …

Make your account more secure - Google Help
A green shield with a check mark means your account is healthy and no immediate action is needed. To check for notifications: Sign into your Google Account. At the top right, select your …

Create a Gmail account - Gmail Help - Google Help
Create an account . Tip: To use Gmail for your business, a Google Workspace account might be better for you than a personal Google Account. With Google Workspace, you get increased …

Sign in with Google - Google Account Help
If you delete your third-party account, your Google Account is unaffected, because third-party accounts and Google Accounts are independent of each other. The third party doesn’t notify …