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Lead Tracker for PDF & Excel & Google Sheets

Track your sales leads and close more deals with our lead tracker template.

Track your sales leads and close more deals with our lead tracker template.

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.

Frequently Asked Questions

How should you organize sales prospects?

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

Is this template free?

  • Free-ninety-nine! Once you’ve entered your contact information, you can instantly download this template (along with all the other templates in this collection!). That’s it.

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These are templates provided for your convenience and use. Nothing on this page creates an attorney client relationship and is not legal advice. If you want professional information, please consult your own attorney.