Time to setup
In this Google Sheet based Sales lead tracker template, you will have a replicable spreadsheet for your sales reps to fill in their sales leads, and a management dashboard to centralize all leads and perform analysis.
Sales lead tracker template
Every company needs a way to track sales leads. For most companies, they do this in spreadsheets. However, when you have multiple reps, who each track sales lead on their own spreadsheets it quickly becomes unmanageable. This template solves that by providing reps with a standardized template that they fill out and a sheet for the sales manager to centralize all leads and monitor rep performance.
Let’s get you started!
Step 1. Install the sales lead tracker template
After logging in, click on ‘Use template’ to configure your leads tracking management template. Sheetgo will create the system inside your Google Drive and make sure that the connection between the “Reps” folder and the master spreadsheet “Leads tracking management” are in place.
Step 2. Open all spreadsheets
You can start using the template by clicking both the spreadsheet and the folder icon. This will, respectively, open your master spreadsheet and the “Reps” folder that are now stored in your Google Drive.
Step 3. Fill out the input spreadsheets
Inside your “Reps” folder, you will find 3 different “Sales rep #” spreadsheets. These are your input spreadsheets. They are provided with sample data for your sales representatives to overwrite. If you have more than 3 sales reps, simply copy one of these spreadsheets and make sure to store them in the same folder.
Step 4. Configure the Sales lead tracker template
After each sales rep has filled out their information in the input spreadsheets, go back to the Web app and update the consolidate connection. To do so, click on the play button ‘Run workflow’. The data from the “Reps” folder will automatically flow into your “Leads tracking management” master file. Inside this spreadsheet, you have an instructions tab, an overview of all the consolidated sales leads and on top of that, a dashboard that visually shows the total leads per rep, total leads per date and the number of open leads per stages per rep.
Congrats, you’ve configured your Sales lead tracker template and now have individual sheets for your various sales reps connected to a central sales manager template and dashboard. Feel free to customize as necessary to meet the needs of your business. Please note that you, however, cannot add extra columns to the spreadsheet because this will mess with the query.