Sales & Lead Tracker

Sales & Lead Tracker — Every lead, every follow-up, every deal — one pipeline spreadsheet.

Leads rarely die because the answer was no — they die because nobody followed up. This tracker puts your whole pipeline in one spreadsheet: every lead with its source, stage, deal value and next action, a won-deals log, and a summary that counts your pipeline for you. It comes pre-filled with a realistic example pipeline (fictional businesses) so you can see how a working tracker reads — then type your own leads over it.

What's inside

• Leads sheet — 60 rows with dropdown menus for source and stage, deal value with colour bars, next action and follow-up date columns
• Automatic pipeline numbers: total leads, open pipeline value, value won and deals won
• Won Deals sheet — a clean record of every closed deal and an automatic average deal size
• Monthly Summary — leads added, deals won, value won, open pipeline and average deal size on one screen
• Pre-filled with a realistic example pipeline of 12 leads (fictional businesses) — every total is checkable arithmetic
• Sales Pipeline Guide (PDF): pipeline discipline, a follow-up cadence you can actually keep, and how to read where your pipeline leaks
• Works in Excel, Google Sheets and LibreOffice

How it works

The PDF guide walks you through step by step, with ready-to-use wording you can adapt. The XLSX tracker comes pre-filled with example data — fill the gold cells and every total and status updates automatically.

Specifications

• Format: PDF guide + XLSX (live formulas) + read-me
• Works in: Word, Google Docs, LibreOffice, Excel, Google Sheets
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

Business templates and planning material — example plans, figures and wording are illustrations to adapt to your own business, not business, legal or financial advice and not a guarantee of any business outcome. Digital download — delivered instantly, so all sales are final; future updates are free.