Sales Lead Tracker Excel Template
This template is an alternative to CRM software for tracking small-business sales leads. You’ll find three sections: lead details and projected sale value, a communication log, and contact information. Keep track of contact dates, lead status, and planned follow-up actions.
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Leads and Opportunities Tracking Template
This dashboard template offers a snapshot of total leads and sales opportunities while tracking progress. View sales leads — including source and status — along with opportunities and projected revenue. Use sample data to see how the charts will display. The template also divides deals and forecasted revenue based on sales stage.
Sales Pipeline Lead Tracking Spreadsheet
Develop your sales pipeline and track quarterly progress with this lead tracker. Record contact details, sales value and probability, projected closing date, and planned action steps. Edit the template to include additional tracking information. The template automatically calculates potential sales revenue for each quarter after you enter your data.
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Lead Generation Dashboard Tracker
Keep track of lead generation data to boost your marketing efforts. This example dashboard template shows the number of leads generated from various sources and the lead value for each source.
Find out which channels bring the most value to your business. Customize the template to show the sources that you want to track and compare. At the top of the template, you can see how your total sales leads match up to your goal for a 30-day time period.
Real Estate Lead Tracking Template
This tracking template provides separate spreadsheets for buyer and seller leads. Monitor your real estate leads to ensure that you are nurturing and prioritizing effective relationships.
Each sheet includes details such as lead source, contact information, commission rate, recent communications, and necessary actions. The column for lead status includes a dropdown menu with these options: not yet contacted, waiting for reply, ready to meet, converted to client, and not interested.
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Sales Planning and Pipeline Management
What is the difference between sales forecasting and planning? What is a sales pipeline versus a sales funnel? Find out this and more about the benefits and challenges of sales planning in our guide to sales plans.
Our comprehensive article on sales pipeline management covers the reasons that pipelines are so important and management best practices, and it explains how to define your sales process.
Easily Manage and Track Sales Leads in Smartsheet
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