One of the key factors of being a successful sales or account manager is having a clear overview of your sales reps’ leads and prospects. Due to the fast-paced environment of Sales, communication errors occur frequently. In some cases, leads are being mismanaged while in other cases, they are not even entered into the database correctly. In any case, these mistakes can cost you dearly.
Therefore, it is crucial to find a tool to manage your leads that is reliable and easy to use. Often, companies look towards expensive specialist software or have their IT department build a custom database. However, an alternative way of keeping track of your sales leads is adopting an automated Excel sales lead template.
Why use Excel to track sales leads?
- Flexibility: Excel spreadsheets can be modified and changed according to your organization’s needs and requirements. As such, there is no need for complicated software solutions or putting pressure on your IT department to build a customized sales leads tracker.
- Accessibility: Whether you are working from a tablet, a desktop, laptop, or smartphone, sales representatives and account managers always have access to the Excel Sales Lead template and can make changes on the go.
- Compatibility: Microsoft Excel is easily compatible with other software that your firm might be using. Therefore, current data is easily imported into Excel spreadsheets.
- Ease of use: Many employees are familiar with spreadsheets and if they are not, it is easy to train them. Indeed, using an Excel-based template is ideal for beginners and advanced users alike.
View all your sales lead metrics in an automated dashboard:
How to get started
This spreadsheet template enables you to collect lead data from your sales team.
The template can be used by sales teams of any size, in any company. It provides your reps with a quick and reliable way to record and update their own private database of leads, while merging all of that information into a list and dashboard for managers.
Start monitoring your leads
This spreadsheet template gives you:
- Organization and data privacy: There is less chance of manual error or overwriting someone else’s data.
- Scalability: You can expand this template as your sales team grows, without needing to redesign the system or switch to a new solution.
- Integration: Excel is compatible with everything, so you can easily import and combine data from other software packages.
Generate an automated list of all sales leads:
What you get with this template
When you download this Excel sales lead template, you get:
- All leads reps (Input): To record all the leads from your sales reps.
- Dashboard: To quickly visualize and track the leads’ performance in your sales organization.
How to use the Excel sales lead template
- All sales representatives input their leads directly into the “All Leads Reps (Input)” tab.
- A Parameters sheet to define:
- Leads Reps: Add new reps here to make them selectable in the dropdown in Column I (Rep) of the All Leads Reps (Input) tab.
- Funnel Stages: Add or update funnel stages, which appear in the dropdown in Column G (Funnel Stage) of the All Leads Reps (Input) tab.
- View the status of all sales reps’ leads in your Dashboard sheet.
The template utilizes this data to generate the dashboard, providing an overview of sales leads per representative, sales per representative, leads to data, and the number of open leads at each stage of the funnel.
Congratulations!
Your sales leads template in Excel is now up and running! Check out this post about Sheetgo’s Expense tracker template.
Start monitoring your leads
