- \n
- Flexible: Google Sheets lets you manage and analyze all of your sales leads in the way that suits your team. Whenever you need to change the system you can simply adapt the spreadsheets \u2014 without expensive sales software or IT support.<\/li>\n
- Accessible: Google Sheets is cloud-based and updated in real-time so your sales reps can access and transfer their data at any time, even if they\u2019re on the road. All they need is an internet connection and a phone or laptop.<\/li>\n
- Compatible with everything: Every piece of software on the planet integrates with Google Sheets, so if you work with data from other programs, you can easily import that information straight into Google Sheets.<\/li>\n
- Easy to use: Most people use spreadsheets at some point during their working life and Google Sheets\u2019 intuitive interface is ideal for beginners. Spreadsheets are easy to maintain and it\u2019s quick to train your team to use the system.<\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Sign up for Sheetgo and start monitoring your leads<\/span><\/span> automatically<\/h4>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/leads” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ custom_padding=”97px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”||-20px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
View all your sales lead metrics in an automated dashboard:<\/em><\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/09\/Lead-tracker-template-3.png” alt=”leads-tracking-dashboard” title_text=”Lead tracker template 3″ _builder_version=”4.21.2″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What is the Sales Lead Tracking template<\/h3>\n
Sheetgo’s Sales Lead Tracking template streamlines sales data management. Each sales rep maintains their leads in a personal spreadsheet, which automatically feeds into the manager’s master sheet, offering an overview of all reps, sales, and leads. This template is part of a connected workflow, reducing communication errors and enhancing the sales process for faster prospect follow-ups.<\/span><\/p>\n
The template can be used by sales teams of any size, in any company. It enables you to record all the leads and generate a comprehensive report.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” custom_margin=”||-20px||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_text][et_pb_text _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What you get with this template:<\/h3>\n
The Sales Lead Tracking Management Template includes four Google Sheets files, each serving a specific purpose:<\/p>\n
- \n
- Three Sales Rep spreadsheets: These are personal spreadsheets for each sales representative to record and track the status of their leads. This information is then automatically fed into the central master sheet.<\/li>\n
- One Leads Tracking Management spreadsheet: This is the central master sheet for the manager. It automatically collects data from the Sales Rep Spreadsheets, providing an overview of all reps, sales, and leads in the dashboard.<\/li>\n<\/ol>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/Sales-leads-tracking_oveview.png” alt=”Sales lead tracking template” title_text=”Sales leads tracking_oveview” _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to use the sales lead tracker template<\/h3>\n
Install the template by clicking on the button below:<\/p>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/leads” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/09\/Lead-tracker-template-1.png” alt=”leads-tracking-leads-input” title_text=”Lead tracker template 1″ _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 1: Share a file for each rep and fill them out<\/h4>\n
Share a Sales<\/strong> Leads<\/strong> file with each rep so that each one can enter the contact details for each of their leads, along with which stage of the funnel they\u2019re currently at.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/Sales-leads-tracking_rep.png” alt=”leads-tracking-leads-input” title_text=”Sales leads tracking_rep” _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 2: Schedule automatic updates so that the master file is always up-to-date<\/h3>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/Sales-leads-tracking_automate.png” alt=”sales leads tracking template” title_text=”Sales leads tracking_automate” _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.21.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 3: View the dashboard<\/h3>\n
The template uses this data to generate the automated dashboard, giving you an overview of sales leads per rep, sales per rep, total leads per date, and how many open leads are at each stage of the funnel.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/09\/Lead-tracker-template-3.png” alt=”leads-tracking-personal-dashboard” title_text=”Lead tracker template 3″ _builder_version=”4.21.2″ global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.21.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
There you have it! With the Sheetgo Lead tracker template, you can manage all your sales leads and track results in a dashboard.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_orientation=”center” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Start monitoring your leads<\/span><\/span> automatically<\/h3>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/leads” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
If you\u2019re a busy sales manager running a team of sales development reps and account managers, you need to be able to keep on top of who\u2019s talking to who and ensure that prospects are followed up quickly. The hectic and fast-paced nature of sales means that mistakes can happen pretty easily. Have you ever […]<\/p>\n","protected":false},"author":39,"featured_media":43909,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"In this Google Sheet based sales rep management template, you will have a replicable spreadsheet\u00a0for your sales reps to fill in their sales leads, and a manager dashboard to centralize all leads and perform analysis.<\/span>\n
Overview<\/h2>\nEvery company needs a way to track sales leads. For most companies, they do this in spreadsheets. However, when you have multiple reps, who end up making multiple spreadsheets to track leads it quickly becomes unmanageable. This template solves that by providing reps with a standardized template that they fill out and the sales manager controls. It also gives the sales manager a centralized location where they can track all leads and rep performance.<\/span>\n\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2016\/04\/Sales-Leads-Schematic-300x216.png\")
\nConfiguring your Sales Rep Management Template<\/h2>\n
Before we start<\/h3>\nWe've structured the template so that tabs with inputs are Yellow and fields with inputs are white. If you are an intermediate to advanced user of spreadsheets feel free to modify the template to meet your needs. We've included dummy data which you should overwrite. Follow the steps below\u00a0to configure your Sales Leads Management.<\/span>\n
1) Install the Sheetgo add-on<\/h3>\nThis template will connect the sales rep spreadsheets with the sales manager spreadsheet. In order to do this, we will use the Google Sheets add-on, Sheetgo. Click the button below to install Sheetgo for Google Sheets.<\/span>\n\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Sheets-icon-255x255.png\")
<\/a>\n\n \n2)\u00a0Install the Sales Leads Management Template from the Sheetgo template gallery<\/h3>\n
From any Google Sheet (however we recommend that you create a new spreadsheet) open Sheetgo by clicking 'Add-ons -> Sheetgo -> Start<\/strong>'. Mouse over the green '+<\/strong>' icon then select the gold Sheetgo logo to 'Use Template<\/strong>'.<\/span><\/p>\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/05\/use-template.jpg\")
<\/p>\nFrom the template gallery locate the Inventory <\/strong>template and click the link to Install<\/strong>.<\/span><\/p>\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2016\/04\/Sales-Leads-Card-300x171.png\")
<\/span><\/p>\nThis will create three new sheets in your Spreadsheet: Instructions<\/strong>, Parameters<\/strong>, Consolidated Sales Leads<\/strong>, and Sales Leads Dashboard<\/strong>. The Instructions<\/strong> sheet provides you with a step-by-step guide to configure your Sales Leads Management Template. Parameters<\/strong>\u00a0are where you will set\u00a0the parameters that your sales reps can select when registering new leads. Consolidated Sales Leads<\/strong>\u00a0is a consolidated database from all of your reps. Finally, the Sales Leads Dashboard<\/strong>\u00a0relates relevant statistics of your sales leads pipeline. This system is configured to\u00a0be\u00a0updated daily, automatically, but you can change the frequency by editing the Sheetgo connections.\u00a0<\/span><\/p>\n\n
3) Configure\u00a0the Sales Leads Management Template<\/h3>\nFollow the instructions in the 'Instructions' tab of the Sales Manager\u00a0sheets to configure your sales lead\u00a0management system. It is important that you follow the steps and configure the spreadsheets sequentially:<\/span>\n
- \n \t
- Fill out the Parameters<\/strong>\u00a0tab and\u00a0export it to the Sales Rep Templates\u00a0<\/strong>using Sheetgo as described in the instructions.<\/span><\/li>\n \t
- Have your Sales Reps each fill out their own leads in their template (we recommend changing the name of the spreadsheet to match the name of the sales rep).\u00a0<\/span><\/li>\n \t
- If you have more than 3 sales reps then make a copy of one of the Sales reps templates and add it to the Consolidated Sales Leads<\/strong> as outlined in the instructions<\/span><\/li>\n<\/ol>\nBy following the steps laid out in the instructions tab sequentially you will now have your sales leads in one consolidated tab and a dashboard to visualize lead status daily.<\/span>\n\n \n
Congrats!<\/h2>\nCongrats, you've configured your sales management template and now have individual sheets for your various sales reps connected to a central sales manager template and dashboard. Feel free to customize as necessary to meet the needs of your business.<\/span>\n\n ","_et_gb_content_width":"","footnotes":""},"categories":[62],"tags":[61],"class_list":["post-1188","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales-templates","tag-sales"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/1188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=1188"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/1188\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/43909"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=1188"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=1188"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=1188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Have your Sales Reps each fill out their own leads in their template (we recommend changing the name of the spreadsheet to match the name of the sales rep).\u00a0<\/span><\/li>\n \t
- Fill out the Parameters<\/strong>\u00a0tab and\u00a0export it to the Sales Rep Templates\u00a0<\/strong>using Sheetgo as described in the instructions.<\/span><\/li>\n \t