• May include: A digital template titled "CRM Lead Pipeline Tracker" with the text "Track leads, pipeline, and activity in one workbook." The image includes previews of an Excel spreadsheet with charts and data, and the words "EXCEL", "INSTANT DOWNLOAD", and "REAL PREVIEW".
  • May include: A digital workbook with four sections: Dashboard, Pipeline, Activity Log, and Sources. The Dashboard includes a pie chart. The text "What's Included" and "Everything inside the workbook" are at the top. The workbook is an Excel .xlsx file.
  • May include: A digital graphic titled "Lead Sources" with a spreadsheet and bar graph showing data analysis. The image includes text boxes with descriptions of source visibility, useful checkpoints, and better planning.
  • May include: A digital interface with the text "Activity Log" and "Keep follow-up and outreach organized." The image includes three sections: "Track next actions," "Reduce dropped leads," and "Better consistency."
  • May include: A digital interface titled "Pipeline" with the text "Manage deal stages and active opportunities." The interface displays a spreadsheet with data. Below are three white boxes with text: "Track every lead," "Stage visibility," and "Supports sales flow."
  • May include: A digital dashboard with the title "Dashboard" and the subtitle "See pipeline activity at a glance." The dashboard displays financial data, charts, and text, including "Pipeline overview," "Faster decisions," and "Cleaner workflow."
  • May include: A digital template titled "CRM Lead Pipeline Tracker" with the text "Track leads, pipeline, and activity in one workbook." The image includes previews of an Excel spreadsheet with charts and data, and the words "EXCEL", "INSTANT DOWNLOAD", and "REAL PREVIEW".
  • May include: A digital workbook with four sections: Dashboard, Pipeline, Activity Log, and Sources. The Dashboard includes a pie chart. The text "What's Included" and "Everything inside the workbook" are at the top. The workbook is an Excel .xlsx file.
  • May include: A digital graphic titled "Lead Sources" with a spreadsheet and bar graph showing data analysis. The image includes text boxes with descriptions of source visibility, useful checkpoints, and better planning.
  • May include: A digital interface with the text "Activity Log" and "Keep follow-up and outreach organized." The image includes three sections: "Track next actions," "Reduce dropped leads," and "Better consistency."
  • May include: A digital interface titled "Pipeline" with the text "Manage deal stages and active opportunities." The interface displays a spreadsheet with data. Below are three white boxes with text: "Track every lead," "Stage visibility," and "Supports sales flow."
  • May include: A digital dashboard with the title "Dashboard" and the subtitle "See pipeline activity at a glance." The dashboard displays financial data, charts, and text, including "Pipeline overview," "Faster decisions," and "Cleaner workflow."
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CRM Lead Pipeline Tracker Spreadsheet | Sales Management Tool (Google Sheets Excel)

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  • Digital download
  • Digital file type(s): 1 File
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“Ki pliv to the bar”

Jeremy

Jan 25, 2024

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Price:$5.99

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May include: A digital template titled "CRM Lead Pipeline Tracker" with the text "Track leads, pipeline, and activity in one workbook." The image includes previews of an Excel spreadsheet with charts and data, and the words "EXCEL", "INSTANT DOWNLOAD", and "REAL PREVIEW".

Stop losing leads. This CRM Lead Pipeline Tracker gives you a complete sales pipeline in a spreadsheet — no expensive CRM software, no monthly subscriptions, no learning curve. Track every lead from first contact to closed deal with a 7-stage pipeline, priority scoring, days-since-contact alerts, and a full activity log.
WHAT'S INSIDE:
— Dashboard with pipeline overview, lead count by stage, conversion rate, and source analysis
— 5-tab system: Dashboard, Lead Pipeline, Activity Log, Source Analysis, and Instructions
— 189 built-in formulas that auto-calculate everything
— 7-stage pipeline: New → Contacted → Qualified → Proposal → Negotiation → Won → Lost
— Priority scoring: Hot, Warm, and Cold leads with color-coded status
— Days-since-contact alerts so no lead goes cold without you knowing
— Lead source tracking shows where your best leads come from
— Activity log for calls, emails, meetings, and follow-ups tied to each lead
HOW TO USE:

1. Download the file and open in Google Sheets or Excel
2. Add every lead to the Pipeline tab — name, company, email, source, estimated value
3. Update the stage as you move leads through your sales process
4. Set priority (Hot/Warm/Cold) and log every touchpoint in the Activity Log
5. Dashboard auto-updates with pipeline value, conversion rates, and follow-up alerts

PERFECT FOR:
— Freelancers managing inbound leads
— Small business owners tracking sales prospects
— Consultants and coaches with client pipelines
— Real estate agents tracking buyer and seller leads
— Service businesses managing estimates and proposals
— Anyone who's been tracking leads in their head or on sticky notes
WHY A SPREADSHEET INSTEAD OF A CRM:
— No monthly fees ($0 vs $25-100/month for HubSpot, Salesforce, etc.)
— No learning curve — if you can use Excel, you can use this
— You own your data — no vendor lock-in
— Customize it however you want — add columns, change stages, make it yours
— Works offline — no internet needed
WHAT YOU GET:
— Instant digital download (.xlsx file)
— Works in Google Sheets (free) and Microsoft Excel
— Lifetime access — download once, use forever
— Blue input cells show you exactly where to type
— Sample data included with leads at every pipeline stage so you can see the system in action
The average small business loses 71% of leads due to poor follow-up. This tracker makes sure you follow up on every single one.

  • Designed by
    NeedfulThings206
  • Item type
    Digital download
  • Digital file type(s)
    1 File
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Listed on Aug 4, 2026
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