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Client Lead Tracker Spreadsheet | Sales Pipeline, Follow Ups and Weighted Deal Values | Excel Template

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Highlights

  • Digital download
  • Digital file type(s): 1 File

Client lead studio in ivory, charcoal and muted gold. A clear next step for every lead.

Designed for freelancers and service business owners managing prospective clients.

WHAT YOU RECEIVE
- One Excel .xlsx workbook with Dashboard, Leads, Start here
- 200 reserved records in each working table
- Four dashboard indicators, a native linked chart and filterable tables
- Gold input cells, sage calculation cells, relevant dropdowns and fictional sample records
- A built-in Start here guide

FEATURES
- Follow-up queue with due-date prompts
- Editable probability-weighted pipeline
- Closed deals separated from open opportunities

HOW THE CALCULATIONS WORK
- One row represents a unique prospective deal, not an invoice. Deal value is the total quoted opportunity.
- Probability is your estimate. Weighted value is planning information, not a revenue forecast or guarantee.
- Won and Lost deals do not enter the open pipeline. Won value is not cash collected.
- Follow-ups due includes today. All pipeline values are current across all entered dates.

EASY SETUP
1. Download and open the workbook in Microsoft Excel.
2. Read Start here. Replace gold sample input values and keep sage formulas. Use a unique record ID for every row.
3. Set the Dashboard report date for date-sensitive prompts. Filter the working tables to focus your next step.

COMPATIBILITY
Provided as an .xlsx file. For Google Sheets, upload through Google Drive and open with Google Sheets; review converted formulas, dates, charts and dropdowns. Native Excel and Google Sheets application testing has not been performed. Larger datasets require extending related tables, formulas and validations together.

PLEASE NOTE
Digital download only; no physical item. All monetary fields use USD. This is a manual template with no macros, bank connections, live syncing, automatic messages or subscriptions. Examples are fictional. Spreadsheet software is required. For your own personal or business use; do not resell or redistribute the template files.

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Listed on Oct 24, 2026
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