• May include: A digital Contractor Sales Pipeline and lead tracker template for Excel and Google Sheets. The dashboard displays metrics like leads, close rate, and revenue for Ridgeline Remodeling, with an orange arrow pointing to data.
  • May include: A digital contractor sales pipeline dashboard displaying metrics like leads, close rate, revenue, and marketing spend. The interface includes a section for tasks needing attention, with an orange callout box stating filter by month, rep or area.
  • May include: A digital contractor sales pipeline tracker template featuring the text Every month at a glance, Leads in, jobs sold, revenue, spend and return per $1, and Instant Download. It includes a data table and construction site photo.
  • May include: A digital contractor sales pipeline tracker template featuring the text Where are leads slipping? and a funnel chart showing lead stages from contact to sold, overlaid on a construction site image with an orange arrow pointing to fix the biggest drop first.
  • May include: A digital spreadsheet template titled Contractor Sales Pipeline: Which marketing pays? The document displays a table of lead sources, costs, and revenue metrics. It includes an orange instant download badge and text stating Excel + Google Sheets, 10 tabs, no macros, and keep what works, cut what doesn't.
  • May include: A digital contractor sales pipeline spreadsheet template for Excel and Google Sheets. The interface displays a follow-up list with columns for dates, customer names, phone numbers, sales reps, stages, estimates, and service types.
  • May include: A digital spreadsheet template titled Contractor Sales Pipeline: Rep goals and commission. It displays a table of sales data including leads, jobs sold, close rates, and commission figures, with an arrow pointing to the % of goal column.
  • May include: A digital dashboard titled Contractor Sales Pipeline displaying two tables: Why jobs were lost and Open estimates by age. The background features vintage tools including an axe, a metal clamp, and a utility knife on wood.
  • May include: A digital contractor sales pipeline workbook featuring 10 tabs including Dashboard, Funnel, Leads, Follow-Ups, Marketing Spend, Form Inbox, Settings, Archive, Start Here, and Sample + Blank. The layout is designed for Excel and Google Sheets.
  • May include: A digital contractor sales pipeline template set including a New Lead Intake form, phone call log, and weekly follow-up list. The documents feature fields for customer details, job information, and lead sources, with an orange arrow graphic and text for the truck or the office.
  • May include: A digital Contractor Sales Pipeline and lead tracker template for Excel and Google Sheets. The dashboard displays metrics like leads, close rate, and revenue for Ridgeline Remodeling, with an orange arrow pointing to data.
  • Product video
  • May include: A digital contractor sales pipeline dashboard displaying metrics like leads, close rate, revenue, and marketing spend. The interface includes a section for tasks needing attention, with an orange callout box stating filter by month, rep or area.
  • May include: A digital contractor sales pipeline tracker template featuring the text Every month at a glance, Leads in, jobs sold, revenue, spend and return per $1, and Instant Download. It includes a data table and construction site photo.
  • May include: A digital contractor sales pipeline tracker template featuring the text Where are leads slipping? and a funnel chart showing lead stages from contact to sold, overlaid on a construction site image with an orange arrow pointing to fix the biggest drop first.
  • May include: A digital spreadsheet template titled Contractor Sales Pipeline: Which marketing pays? The document displays a table of lead sources, costs, and revenue metrics. It includes an orange instant download badge and text stating Excel + Google Sheets, 10 tabs, no macros, and keep what works, cut what doesn't.
  • May include: A digital contractor sales pipeline spreadsheet template for Excel and Google Sheets. The interface displays a follow-up list with columns for dates, customer names, phone numbers, sales reps, stages, estimates, and service types.
  • May include: A digital spreadsheet template titled Contractor Sales Pipeline: Rep goals and commission. It displays a table of sales data including leads, jobs sold, close rates, and commission figures, with an arrow pointing to the % of goal column.
  • May include: A digital dashboard titled Contractor Sales Pipeline displaying two tables: Why jobs were lost and Open estimates by age. The background features vintage tools including an axe, a metal clamp, and a utility knife on wood.
  • May include: A digital contractor sales pipeline workbook featuring 10 tabs including Dashboard, Funnel, Leads, Follow-Ups, Marketing Spend, Form Inbox, Settings, Archive, Start Here, and Sample + Blank. The layout is designed for Excel and Google Sheets.
  • May include: A digital contractor sales pipeline template set including a New Lead Intake form, phone call log, and weekly follow-up list. The documents feature fields for customer details, job information, and lead sources, with an orange arrow graphic and text for the truck or the office.
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Sales Pipeline Tracker Excel, Contractor Lead Tracker and CRM Spreadsheet Template, Google Sheets

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF, 2 other files
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Specifications

May include: A digital Contractor Sales Pipeline and lead tracker template for Excel and Google Sheets. The dashboard displays metrics like leads, close rate, and revenue for Ridgeline Remodeling, with an orange arrow pointing to data.

Most leads don't say no. They just go quiet because nobody called back. I built this to keep that from happening, and to show which marketing actually brings in jobs.

Log every call, form and walk-in. As you fill in the dates, the sheet tracks each lead from first contact to signed job and tells you who to call today.

What's in it
- Dashboard: 12 numbers on one screen (leads, close rate, sold revenue, average job, margin, open and weighted pipeline, spend, cost per lead, cost per sale, % of goal). Filter by year, month, sales rep or service area.
- Needs attention: overdue follow-ups, new leads nobody called, estimates sitting 31+ days.
- Funnel: lead in, contacted, appointment set, ran, estimate sent, sold. See where leads drop off and how many days each step takes.
- Lead sources: cost per lead, cost per sale and revenue for every $1 you spend.
- Service types, rep goals and commission, lost reasons, open estimates by age, referrals and repeat customers.
- Follow-Ups tab: your call list builds itself, oldest first. Late calls turn red.
- Leads tab with 500 rows, Marketing Spend, an Archive for year end, and Settings for your own areas, services, sources, reps and goals.
- Form Inbox (Google Sheets): connect a Google Form and new web leads show up for you.
- Printables: lead intake sheet, phone call log and weekly follow-up list.

Good to know
It's a digital download, so nothing ships. Works in Excel or Google Sheets (upload it to Drive and open with Sheets). No macros, no subscription, nothing locked. You get a sample file with a made-up remodeling company so you can see it working, plus a blank file for your business.

Want a custom version (your logo, your stages, extra tabs)? Send me a message here on Etsy.

How this was made: I built and tested the template myself. I used an AI tool (Claude) to help write formulas and listing text.

For use in your own business. Please don't resell or share the file.

  • Designed by
    OrganizedOpsKits
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 2 other files
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May include: A digital Contractor Sales Pipeline and lead tracker template for Excel and Google Sheets. The dashboard displays metrics like leads, close rate, and revenue for Ridgeline Remodeling, with an orange arrow pointing to data. This listing

Sales Pipeline Tracker Excel, Contractor Lead Tracker and CRM Spreadsheet Template, Google Sheets

$10.00

0% off "buy together" offer

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May include: A silver Dell laptop displaying a Job Costing & Profit Tracker spreadsheet for Excel and Google Sheets. The screen shows financial data, a pie chart, and tables. The text Job Costing & Profit Tracker Excel + Google Sheets is visible.

Job Costing Spreadsheet for Contractors, Budget vs Actual, Profit Tracker (Excel/Google Sheets)

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