Leads tracking management template

Use this Google Sheets based leads tracking template to save time, track sales leads and measure the performance of your sales team.

Data flows between the interconnected spreadsheets automatically, providing a user-friendly system for sales reps and automated sales lead analysis for the manager.

Automate sales lead management

When reps get a new lead or close a sale, they register the details in their personal spreadsheet and the leads tracking template sends the data directly to your master sheet.

Each rep has their own dashboard so they can prioritize and pursue the best leads.

You get an overview of the entire sales pipeline without emails, status meetings, or back-and-forth communication.

How the sales leads tracking template works

Each rep has a spreadsheet to record and track their sales leads. Pull the data to your master spreadsheet in 1 click or schedule automatic updates.

Sales leads from your sales reps appear automatically in your master sheet, along with notes and status updates. No emails, calls or copy-pasting.

Use the dashboard to monitor sales leads and keep tabs on your team of reps. Update your dashboard in 1 click or schedule automatic updates.

Get a birdseye view of your leads tracking template, see how your data is connected and manage the workflow.

The leads tracking template is based on Google Sheets so you have the freedom and flexibility to customize the system to your sales team’s needs.

Need guidance building your customized workflow?

Start automating every department in your business with our ready-to-use templates. If you need assistance building your own unique system, our experts can help. 

How other users feel about Sheetgo

“We filter and process data from over 100 connected spreadsheets to provide automated forecasting for our business leaders around the world.”                                               
Jimmy Webb

Senior Finance Analyst, Quantum Spatial

“We pull data from our orders system to create automated work schedules for the 50 dashboards in our factory and generate orders for suppliers.”                          
Dawid Zacharzowski

Project manager, Eko Okna

"I use it to selectively share data and use the automatic update feature to update the sheet at midnight, so teachers always have the most current information."
Diana Boisvert

Centre Director, Grande Prairie Public Schools

Connect spreadsheets, automate your work.

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