Spreadsheet Template. Thursday , April 12th , 2018 - 10:31:42 AM
The spreadsheet is set up with the main Budget Sheet listing all the items needed for the meeting.
The other day I met with a friend to discuss a new Excel Budget Spreadsheet for Meetings.
Keeping records of your clients procedures allows you to easily call up a given clients favorites when they walk through the door - and doing it in Excel means you can also sort by client, procedure, or product in order to see what is the most popular business-wide.
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