Client portfolio management

 Client portfolio management 

Description

This worksheet is a simplified account management tool . Its purpose is to create improved and consistent decisions when evaluating customer relationships to enable maintaining a profitable business.

Provided by
Intellectual Arbitrage Group

Intellectual Arbitrage Group

Microsoft Partner

For more variety, visit the Intellectual Arbitrage Group site.

Version:
Excel 2007 or later
Downloads:
32,684
File Size:
51 KB
Rating: