Description
Sales CRM & Lead Pipeline Tracker
A lightweight sales CRM and lead pipeline tracker in a spreadsheet. Track every lead from first contact to won or lost, apply a win probability to each stage for a weighted forecast, and never miss a follow-up thanks to overdue alerts. The dashboard shows pipeline by stage, win rate, revenue by source and won deals by month.
Who it’s for
Freelancers, consultants, agencies, small B2B teams, real estate agents and any small business that wants a CRM without a monthly subscription.
What’s inside
- Start Here – a 5-step quick-start guide inside the file
- Dashboard – Pipeline by stage, weighted forecast, win rate, revenue by source and month
- Leads – Every lead with stage, value, probability, weighted value and follow-up alerts
- Activity Log – Calls, emails and meetings logged against each lead
- Settings – Currency, sales target, stages with win %, sources and owners
Features
- Lead list with company, contact, source, owner, stage and deal value
- Win probability per stage and weighted pipeline value
- Next follow-up date with Overdue / Due today / Upcoming alerts
- Days in pipeline and days since last contact
- Activity log for calls, emails and meetings
- Dashboard: pipeline by stage, win rate, average deal size, target progress
- Revenue by lead source and won deals by month charts
- Editable stages, probabilities, sources and owners
How delivery works
- Instant download right after purchase: the .xlsx workbook plus a step-by-step Setup Guide PDF.
- Works in Microsoft Excel (Windows, Mac, Excel for the web) and Google Sheets (upload to Google Drive and open with Google Sheets, or File > Import).
- Comes with realistic sample data so you can see how it works, and clear instructions to remove it.
- No macros, no add-ons, no subscriptions. Pay once, use it for as long as you like.
FAQ
Is this a replacement for a paid CRM?
For small teams and solo sellers, yes. It covers leads, pipeline, follow-ups and reporting without a subscription.
Does it work in Google Sheets?
Yes. Upload to Google Drive and open with Google Sheets, then share it with your team to work together.
Can I change the pipeline stages?
Yes. Edit stage names and win % on Settings. Keep 'Won' and 'Lost' as the last two stages.
How many leads can it hold?
500 leads and 1,000 activity entries are ready to go, and you can extend the rows.
Also available in Real Estate Navy & Gold: Real Estate CRM & Lead Pipeline Tracker
This is a digital product. No physical item will be shipped.
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