Excel: create customer database - how it works
In this guide, we will show you how to create a customer database in Excel and what the advantages are.
Customer database: what should be recorded?
Before you can enter the customers into your database, you must first create your customer database. The most important question is what should be recorded at all.
- Think about what you want to store about your customers. It mostly depends on your industry.
- For a shipping company, for example, in addition to the name, the address is also required, divided into street, zip code and city.
Create customer database in Excel
- Open an empty Excel document. Leave the top 3 lines blank for later evaluation.
- Enter the relevant categories that you want to enter for each customer as the column heading.
- Then enter your customers line by line and fill in the appropriate fields for each customer.
Work with the customer database and evaluate it
With various functions and formulas, you can now evaluate your customer database in Excel and use it efficiently.
- With Excel's search function, you can search the entire sheet and find and manage a specific customer faster, for example to adjust addresses or add notes and requests.
- Select the "Formulas" tab and then "Paste". A submenu opens in which you can find all formulas under "Databases" that you can use in your database. With the formula = DBANZAHL () you get, for example, the number of customers who come from a particular city.
- Tip: With the conditional formatting you can highlight your customer database in color according to certain criteria.