Leads tracking management template

Use this Google Sheets based template to enable your sales reps to report lead status, track sales leads, and measure the performance of your sales team.

Click the button below to set up and start using. Inside the template installation page you will have instructions on how to configure.

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Leads tracking management template overview

Use the Leads Tracking spreadsheet per individual representative to record and track their sales leads to report to your master sheet. The Rep can bring the data from here to your master spreadsheet by the click of a button or they can schedule to do it automatically.

The Leads Tracking Management spreadsheet is the master one, where the leads of your sales reps are merged into the table. The table is automated and will always show the updated data.

Use the dashboard to actively track the sales leads of all your representatives. Update your dashboard with the click of a button or you can schedule to do it automatically.

This spreadsheet based Leads Tracking Management system is composed of three spreadsheets connected to each other using Sheetgo. This is the network view of the workflow that you created with Sheetgo to manage your Sales Representatives.

Sheetgo will automatically organize the three spreadsheets in your Google Drive. And as these are spreadsheets, you have total freedom to change and personalize your spreadsheets based Leads Tracking Management system.

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

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