Template Highlights
- Our lead tracker template is available for download as an Excel workbook, in Google Sheets, or as PDF.
- Begin with the Introduction tab, which includes detailed instructions on using the lead tracker template.
- In the Configuration tab, label the four sales stages that your organization uses.
- To enter a new deal, go to the Data tab and add the required information to the Deals table.
- Active leads are listed by Follow Up Date.
- Be sure to update the data in each of your deals as they progress through the four sales stages.
- When you close a deal, update the status to Won or Lost and change the Close Date.
- Dashboards and Reporting features are also available in the workbook.