Mini-CRM system for sales management in Google Sheets

This project is a simple and effective mini-CRM system developed in Google Sheets for small businesses. It allows for tracking orders, customers, and products, as well as analyzing data through dashboards. The system consists of 4 sheets linked by formulas to automate processes.
Key sheets:

Orders: Entering new orders, changing statuses (for example, "New," "Paid," "Shipped"), calculating amounts. VLOOKUP formulas are used to pull data from other sheets.
Customers: A list of customers with contact details, purchase history, and notes. Drop-down lists for quick input.
Products: A product catalog with prices, descriptions, and stock levels. Automatic profit calculation.
Dashboards: Data visualization — total sales, top products by sales, top customers by profit. Charts, SUMIFS formulas, and conditional formatting are used to highlight key metrics.

Features:

Automation: Drop-down lists for statuses, customers, and products; VLOOKUP/SUMIFS formulas for calculating amounts, profits, and analysis.
Conditional formatting: Color highlighting (for example, red for overdue orders, green for top products).
Scalability: Easy to add new entries, the system updates automatically.
Integration: Ability to import data from other sources (for example, Google Forms for new orders).

This project helps optimize sales management, reduces errors, and saves time. Designed for quick implementation without additional software, focusing on convenience for small businesses.