Overview
Sales Edge is a complete CRM and sales management system built entirely in Microsoft Excel, powered by hundreds of lines of VBA automation and enhanced with a connected Power Apps mobile version for on-the-go access.
It serves as the customers’ single control center for managing leads, preparing quotes, tracking opportunities, and analyzing sales performance — all from one streamlined interface.
What’s Inside
The Excel workbook includes a navigation dashboard that links to every part of the system — from CRM tools to automated reporting.
Here’s a breakdown of the key modules:
Core Navigation
Home: quick access to all key actions
To-Do List: dynamic task tracker with completion status
Contacts: searchable CRM with category filters and email buttons
Quote Prep: automated quote generator with PDF export and email integration
Analytics & Alerts
Sales Dashboard: full-scale performance dashboard with trend visuals
Growth Opportunities: identifies high-potential clients based on historical data
Sudden Sales Drop Alert: automatically detects unusual dips in sales and notifies the user
Data Management
Raw Data Reports: central storage for all transaction data, refreshed via VBA upload routines
Accounts & Items Lists: searchable master tables with barcode and SKU integration
Suppliers: vendor management and ordering automation
Unhide Sheets: admin-only control for maintenance and updates
Automation Highlights
Behind the scenes, Sales Edge runs on a large amount of VBA logic for:
Data uploads from external sources
Auto-generated PDF quotes and email creation via Outlook integration
Dynamic user forms for managing customers, quotes, and updates
Smart data validation and auto-calculated fields
One-click exports, backups, and sheet protections
Power Apps Integration
To make Sales Edge mobile-ready, a Power Apps companion app was developed focusing on the CRM portion.
It syncs directly with the shared Excel workbook so the team can:
View and update contacts
Log follow-ups or opportunities
Check client history right from their phone
Outcome
Sales Edge replaced several disconnected spreadsheets and tools with one cohesive, automated CRM platform.
The team can now manage their sales pipeline, contacts, and reports seamlessly — whether they’re in the office or on the move.
