Free Lead Tracking Spreadsheet Template
Free Lead Tracking Spreadsheet Template – We have collected the best lead tracking templates on this page. They are free to download and fully customizable to save time and speed up the sales process.
Below you’ll find a lead tracking template, a lead tracking tool, and a real estate tracking template in Excel and Google Sheets. You’ll also find tips and best practices for sales planning and management.
Free Lead Tracking Spreadsheet Template
This template is an alternative to CRM software for small business lead tracking. You will find three sections: Lead Details and Estimated Sales Value, Chat Log and Contact Information. Track contact dates, lead status, and scheduled follow-up.
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This dashboard template provides a snapshot of total leads and sales opportunities while tracking progress. View opportunities, including source and status, as well as opportunities and projected income. Use the sample data to see what the charts look like. The template also separates deals and projected earnings based on the trading stage.
Grow your sales pipeline and track quarterly progress with this lead tracker. Include contact information, sale price and likelihood, planned closing date, and planned actions. Edit the template to include additional tracking information. The template automatically calculates potential sales revenue for each quarter after entering data.
Track lead acquisition data to power your marketing efforts. This example dashboard template shows the number of leads generated from different sources and the lead value for each source.
Find out which channels will benefit your business the most. Customize the template to display the resources you want to track and compare. At the top of the template, you can see how your total sales compared to your goal over a 30-day period.
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This tracking template has separate tables for potential buyers and sellers. Monitor your real estate to maintain and prioritize productive relationships.
Each page contains details such as lead source, contact information, commission rate, latest news and required actions. The Lead Status column has a drop-down menu with the following options: Not Connected Yet, Awaiting Response, Ready to Meet, Changed, and Not Interested.
What is the difference between sales forecasting and planning? What is a sales pipeline and sales funnel? Learn more about this and the pros and cons of sales planning in our guide to sales plans.
Our comprehensive sales management article explains why channels are so important and best practices for managing them, as well as how to define your sales pipeline.
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Help your employees go above and beyond with a flexible platform designed around your team’s needs and adapt as those needs change. The platform makes it easy to plan, record, manage and report on work from anywhere, helping your team to be more productive and get more done. Report on key metrics and see real-time performance visibility with summary reports, dashboards, and automated workflows designed to keep your team connected and informed. There’s no telling how much more teams can do in the same amount of time if they clearly understand what they’re doing. Try it for free today. Let’s face reality. Despite the plethora of CRM and sales tracking software available online, many businesses still prefer to track their sales in Excel spreadsheets. This is because Excel and Google Spreadsheets are very flexible and easy to use.
If you love spreadsheets to manage your work (like us), we have something for you. We’ve compiled a list of Excel and Google Spreadsheet sales tracking templates.
Spreadsheets continue to be very popular for tracking prospects, sales, cash flow, and more because of their high flexibility. There are many inexpensive CRM software platforms available on the Internet today. But most of them have a pre-defined structure or sales process that may or may not suit your business.
On the other hand, Google Sheets Excel can be modified in any way to track sales data, simply by adding new columns, blank sheets, and even custom functions to automate certain steps in the sales process.
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For example, the process of selling solar projects requires gathering a lot of information and documents from customers. All of this information can be easily tracked in Excel by adding a few columns to your tracking sheet.
Plus, everyone on your sales team knows how to use an Excel spreadsheet to track sales. In contrast, most other CRM platforms have a learning curve where you have to invest some mental energy to learn the process.
First of all, you want to keep track of all the leads in your sales network, their contact information, their requirements, the ads they are offering, and their status in your sales pipeline. Use this template for this.
As a business owner or sales manager, you also need to keep track of your overall sales goals. A sales funnel helps visualize the value of your current pipeline. Monitor your sales funnel numbers regularly to make sure you have enough leads to meet your sales quota.
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A sales funnel report typically shows the number of leads or the total value of all leads at each stage of the sales process.
In the sales funnel tracking template, we reported the total value of all customers at any stage of the SPANCO sales process – doubt, lead, contact, negotiation, closed, order.
Keeping track of all important sales – new customers, calls, appointments, emails, quotes, orders, etc. – helps you analyze the sales process. That way, you can identify and eliminate bottlenecks to make your sales pipeline more efficient. Such optimization helps to increase sales without hiring new sales representatives.
But the activity itself must be linked to a spreadsheet for effective tracking. If you ask your salespeople to record every action they take on an Excel sheet, they will perceive it as a repetition of action and will not want to do it.
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To solve this problem, link your sales tracking chart with other important tools like shared folder, email account, CRM, lead alerts, etc. In this way, the most important trading activities are automatically tracked in the spreadsheet. From there, you can use the raw data to analyze and optimize your sales process.
One example of such an analytical report is this Excel template for tracking the performance of your sales team. This template reports on the performance of different people in your sales team. Key performance indicators such as customers contacted, quotes sent, orders received and revenue generated are reported for each sales representative.
It helps you easily identify and reward your best salespeople, encouraging them to grow your business even further.
But such reporting is only possible if you connect your spreadsheet to other important sales tracking tools. If you don’t know how to integrate your trading tracker with other tools, we can help you.
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Our CRM is built on Google Drive, connecting Google Sheets with Google Drive folders, Forms, Docs, Gmail, and more. It can also connect with many other online tools to track all your important transactions in Google Sheets. It can be easily customized to fit any industry sales process – for example, our solar CRM is fully customized for the solar EPC industry.
Once your activity is tracked, you can also access a number of dynamic report templates to help you analyze and optimize your sales process. Lead tracking has never been easier! Customer Tracking Sheet is an easy-to-use Excel spreadsheet template for recording and tracking key lead information.
Properly collecting and organizing customer data is critical to focusing on target customers. Thus, a well-organized customer tracking schedule will help you identify more engaged customers. If you want to track leads but don’t need the full functionality of a CRM program, this lead list Excel template is perfect for your business.
Lead tracking sheets or similar lead tracking tools allow departments to seamlessly work together to find qualified leads. This leads to more deals being closed or issues being resolved.
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Instead of keeping customer data in pieces, you can use this sheet to work with customers as a primary CRM tool or contact list. This way, you can easily track your communications with your customers and plan follow-up emails and campaigns.
In fact, an Excel lead tracking template is a single blank sheet of paper. The worksheet has predefined columns and headers and you can customize all of them. You can also add new leading columns in addition to the total number of new sections.
First enter the information in the General Information section. After filling in the required customer details or contact details, you can select the process from the drop down menu. And the status bar icons will appear automatically.
Please do not delete the Progress column as you will see different options
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