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Sales Lead Tracker Template - Excel, PDF, Google Sheets

A sales lead tracker helps you organize prospects, schedule follow-ups, and improve conversion rates when you're managing your first 50-75 leads. Use this free spreadsheet to learn what lead data matters most before graduating to automated sales software.

Join thousands of professionals using this template to track their first leads.

  • Set up in 10 minutes - start tracking leads immediately, no technical skills needed

  • Works well for: 2-6 months managing 25-75 active leads

  • Learn lead management basics - understand what data drives conversions

  • Easy upgrade path - import to HubSpot's free CRM in 5 minutes when ready

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.

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.

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.
  Lead Tracker spreadsheet HubSpot Free CRM
Capacity 25-75 leads 75+ leads
Timeline 2-6 months after business launching ongoing growth
Time per week 1-2 hours manual updates 20-30 minutes
Lead capture Type every lead manually Automatic from website/forms
Follow-up reminders Set your own calendar alerts Automatic notifications
Email visibility Can't see if leads open emails Real-time open/click tracking
Lead prioritization Based on your memory AI-scoring based on behaviour
Team access Limited, conflicts common Unlimited users, real-time sync
Lead source tracking Manual spreadsheet analysis Automatic ROI dasboards
Cost $0 Free CRM or Sales Hub from $15/month

 

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.

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