Client Visits Control Excel Spreadsheet Template

Registration of Employees, Clients, and Activities:

The initial area to register all your employees who perform visits, your clients, and the activities performed in these meetings.

Customer Visitor Control:

Record all the scheduled visits your employees perform each month. Control them by marking the date, activity performed, and clients visited. Also, update the status for each visit. The spreadsheet will generate the following automatic alerts:

(a) Number of days left to perform a visit.

(b) Number of days a visit is delayed.

(c) and Visits that need re-scheduling.

General Customer Visitation Report:

Keep track of the total number of scheduled visits for each month. Get a complete view of how many visits were scheduled, completed, or canceled on an explanatory chart and table.

Analysis of Visits of an Employee:

Select an employee and a month to see all the visits scheduled for that employee and the status of these visits.

Analysis of Visits of a Client:

Choose a client and a month to see all the visits scheduled for that client. Also, check whether these visits are completed or yet to be performed.

General Customer Visitation Dashboard:
It is a control panel with the main indicators of all visits of the year and a monthly chart of follow-up visits by status.

Employee and Customer Analysis Dashboards:
In the end, there are still two more dashboards where you can track the key metrics for visits related to a particular client or employee.

Client Visits Control Excel Spreadsheet Template

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