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How to use IntelliTrack 365 V2.0

Key Features and Overview

README: This is the instruction sheet, first on the document

Dashboard: Visual overview of your business metrics

Product Tracker Manage product info, orders stock, and pricing

Sales Log: Automatically Records every sale transaction (date, customer, amount, etc.)

Customer Database Monitor balances, credits, and outstanding payments

Inventory Tracker real-time inventory status and reorder alerts

Master Data: Contains information to manage stock inventory, Products and IDs are created here

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Also included is a Product Manual(pdf), ensure to study the manual accordingly before commencing use, sample data has already been prefilled, Kindly replace with yours

About IntelliTrack 365  version 2.0 by Origin 365

IntelliTrack 365 is a smart business tracker designed to offer small businesses and entrepreneurs a streamlined, Excel-powered solution for managing sales, inventory, customer data, and outstanding balances all in one place.

 

Unlike traditional CRMs that often focus solely on customer relationship workflows and may require subscriptions or complex integrations, IntelliTrack 365 combines the familiarity of Excel with powerful automation and visual analytics, making it both cost-effective and user-friendly. Its modular, plug-and-play design means you can track products, monitor stock levels, and visualize key insights without needing advanced tech skills.

 

Even if you already use a CRM, IntelliTrack 365 acts as a complementary tool, giving you deeper control over stock management, real-time dashboards, and flexible offline accessibility features many CRMs overlook. Using this Tracker doesn't need any technical skill, Just input your data and let it run the maths

Systems Requirements

1. Supported Excel Versions

Recommended:  Microsoft Excel 2021,  Microsoft Excel 365 (Desktop or Online)

Note: Excel 2019 is can be usable, but not recommended — some formulas will not work correctly.

Contact us if you will need Office 2021 for your system

Customization

The dashboard is customizable with your Logo and Colors reflecting your brand. BUT WARNING!!! ONLY IF YOU KNOW WHAT YOU ARE DOING. Remember to always lock the dashboard after refresh of customization. This is to prevent accidental disruption of Automation

Contact our team for any support or if you want yours designed according to your specification 
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