This sales dashboard contains databases for accounts, contacts, leads, meetings, and more! It allows any salesperson to more easily keep track of what's going on with each of their accounts and leads in their own, customizable system, rather than trying to use a bloated, rigid CRM system to do so (which doesn't work well for everyone, all the time - ask me how I know...).
It includes templates for accounts, meetings, contacts, etc. that have linked databases back to the main ones as well.
This allows you to go directly to the Action Items database, for instance, to see all action items - or to a particular project or meeting record to see just the action items associated with that project or meeting. I have even included some helpful tips and strategy info that will be useful for any salesperson, in pretty much any industry.
It has been a huge help for me in my sales career as I've refined it and used it. It's much, much easier, faster, and more helpful than any CRM system I've used to track information about my customers, projects, action items, meetings, etc. that I am simply unable to remember and recall at will.
I have no doubt it'll be an invaluable tool for you too!