A data management system operating within a third-party spreadsheet application environment includes a plurality of template worksheets within the third-party spreadsheet application. The plurality of template worksheets comprise at least a dashboard interface worksheet, and at least one settings interface, generated by at least one processor, comprising at least one worksheet within the third-party spreadsheet application. The at least one settings interface further comprising a plurality of selectable settings options configured to modify at least one parameter of the dashboard interface worksheet, wherein the dashboard interface worksheet comprises a plurality of selectable dashboard options comprising at least one of the following: a choose columns to display option, an insert contact option, a delete contact option, a sort ascending option, a sort descending option, a hide averages option, a hide totals option, an import contacts option, an export contacts option, and/or a clear sorting option.