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2 Students
16 Lessons

What Will You Learn?

  • You'll learn to run queries
  • You'll study how to organize data
  • You'll draw conclusions from data analysis
  • You'll learn to manage data sets
  • You'll make your own CRM with Excel


1h 29m
Section 2: CRM Database Creation
Files and Formatting
Entering Test Data
Data Validation Part 1
Data Validation Part 2
Freeze Panes and Data
Using The Filters and General Use
Section 3: CRM Report Creation and Use
Lead Pivot Table Part 1
Lead Count Chart and Sales by Lead Type
Sales by Month Pivot and Chart
Dashboard and Wrap Up
Section 4: Course Conclusion
Course Conclusion



  • Basic Microsoft Excel knowledge would be beneficial, although I'll walk you through the basics
  • Motivation to build your own custom CRM system

About the Instructor

Reviews 2
Students 185
Courses 25

Chris Benjamin is a passionate instructor and management consultant. As a consulting Chief Financial Officer, he helps growth-stage companies to work with investors, do financial modeling, reporting, and analysis and put all the best accounts payable practices. Throughout his over 10 years of experience, Chris has already helped more than 100 startups to succeed.

Chris Benjamin has a passion for sharing his experience with students and teaching online. His focus is on teaching business-related topics like finance, accounting, Excel, and entrepreneurship. Chris is a creator of more than 85 courses and has over 30k students who enrolled in his courses.

Chris holds a Bachelor’s degree in accounting from the University College of the Fraser Valley and an MBA in business from the University of Washington.

On BitDegree, you can find some of the best Chris Benjamin’s courses and expand your knowledge. You can learn such things as economics, finance, public speaking, business management, and others. Choose the best course for yourself and take your skills to the next level in no time!

BitDegree platform reviews

Our students say Excellent
9.5 out of 10
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