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Sales Lead Tracker for Excel, PDF, Google Sheets

Want to ensure you follow every lead and improve your conversion rates? Download our free lead tracking spreadsheet and fill it with information on promising prospects.

    Download Free Template

    Available for Excel & PDF & Google Sheets

    Template Highlights

    • Our lead tracker template is available for download as an Excel workbook, in Google Sheets, or as PDF.
    • Begin with the Introduction tab, which includes detailed instructions on using the lead tracker template.
    • In the Configuration tab, label the four sales stages that your organization uses.
    • To enter a new deal, go to the Data tab and add the required information to the Deals table.
    • Active leads are listed by Follow Up Date.
    • Be sure to update the data in each of your deals as they progress through the four sales stages.
    • When you close a deal, update the status to Won or Lost and change the Close Date.
    • Dashboards and Reporting features are also available in the workbook.

    Importance of lead tracking

    When you’ve identified individuals who may have an interest in the product or service you’re selling (i.e., leads), tracking them will help you:

    • Improve your organization: If you properly implement a lead tracking process, you’ll have a clear picture of all your leads and their different stages. Instead of letting promising leads slip through the cracks, you can prioritize them and schedule follow-ups.
    • Better understand customer behavior and preferences: An analysis of your lead data can give you a better idea of what your customers want.  
    • Optimize your lead generation approach: Lead tracking tells you what worked and what didn’t in your sales process. With this information, you can refine your strategy to improve conversion rates.      
    • Boost revenue: Lead tracking puts you in a prime position to convert leads, helping you smash sales targets.

    How to fill out HubSpot’s lead tracking spreadsheet

    If you need a lead tracking spreadsheet, look no further than our template, which is available in three formats. Here’s how to get started:

    1. Enter your contact details and download HubSpot’s sales lead tracker in Excel, Google Sheets, or PDF format.
    2. Read everything in the Instructions tab. This explains the configuration, entering new deals, the reporting process, and various other steps for getting the most from your spreadsheet.
    3. Navigate to the Configurations tab and specify your company’s sales stages. The examples listed are lead, opportunity, demo, and quote.  
    4. Populate the Data tab with information on your leads and deals. You should add all the details you have, such as the company name, contact person, email address, win probability, deal stage, and deal status.

    Best practices for using HubSpot’s lead tracker

    After you’ve filled in your sales lead tracker, follow these tips to get the most out of it:

    • Double-check that all your deals are labeled correctly. This ensures that you see open and closed deals in different spreadsheet tabs.
    • Regularly review your Leads Dashboard to get an overview of your conversion rates, deal sizes, deal statuses, deals lost by stage, and deals lost by value.
    • Whenever you get new data, update your lead tracking spreadsheet to ensure all the statistics are correct.

    Frequently Asked Questions

    Use our leads tracker template to store all of your prospects. Organize your sales prospects by sales stage and follow up date.

    It won’t cost you a cent. Just enter your details, download it, and get tracking.

    You can, but this approach is less practical and efficient than using a tried-and-tested template. With our sales leads tracker, you can ensure you don’t miss out on valuable sales opportunities.

    Yes, you can easily share it in meeting slides or as “view only” via an email attachment. If you like, you can also let others make changes to it by updating the user permissions. For example, if you use Google Sheets, you can allow your team members to view and edit the lead tracker online.