Sales Lead Tracker Template
Download a Sales Lead Tracker Template for
Excel
| Google Sheets
When to Use This Template: This template is perfect when you need a simple system to manage leads without CRM software. It’s designed for individuals or small teams that need a clear look at every contact, conversation, or engagement.
Notable Template Features: The template includes sections for lead details, projected deal value, and contact history. It allows you to log communication dates, track follow-up needs, and see where you are in the sales process.
If you need to view all active and upcoming leads in one place, try the sales lead tracker template in Smartsheet, which combines contact management, communication logs, and deal tracking into one easy-to-use dashboard.
Sales Pipeline Lead Tracking Template
Download a Sales Pipeline Lead Tracking Template for
Excel
| Google Sheets
When to Use This Template: When you need a clear view of every deal in your sales pipeline, this spreadsheet template is a perfect choice. It’s built to track leads by stage, monitor deal progress, and forecast results.
Notable Template Features: This template organizes contact details, deal value, and target dates in one place. It also automatically calculates revenue and can be customized with additional stages and notes.
For more on how leads move through each stage of the sales process, check out this guide to sales pipeline management, which explains how to build, track, and optimize your pipeline.
Leads and Opportunities Tracking Template
Download a Leads and Opportunities Tracking Template for
Excel
| Google Sheets
When to Use This Template: Use this template to track new leads and active opportunities in one place. It’s perfect for managers and teams that need a clear look at lead conversion and revenue forecasts.
Notable Template Features: This template combines a data table with built-in charts to help visualize leads, opportunity value, and expected revenue. Filter your data by source, status, or sales stage to spot trends and plan next steps.
For more on developing a structured sales strategy, see our free sales plan templates for Excel and Microsoft Word.
Lead Generation Dashboard Tracker
Download a Lead Generation Dashboard Tracker for
Excel
| Google Sheets
When to Use This Template: This template allows you to measure the effectiveness of your marketing efforts. It’s designed to track lead volume, source performance, and the total value of all of your sales opportunities.
Notable Template Features: The dashboard shows the number and value of leads from each source and compares them against your 30-day goal. Customize each field to match your campaigns, and adjust the charts to focus on specific lead channels.
Real Estate Lead Tracking Template
Download Real Estate Lead Tracking Template
Excel
| Google Sheets | Smartsheet
When to Use This Template: If you are an agent or broker managing multiple buyers and sellers at once, this template will help you stay organized, maintain relationships, and track every step of the sales process.
Notable Template Features: This template includes separate sheets for buyer and seller leads, each with fields to enter lead source, contact information, rate, and communication history. A drop-down menu lets you easily mark lead status. It’s a simple, structured way to manage your real estate leads and prioritize the right clients.
Expertly Manage and Track Sales Leads in Real Time With Smartsheet
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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.