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Lead Tracker Excel Template
Never lose a lead. Keep every enquiry, its status and the next follow-up date in one sheet, with your win rate on top.
⬇ Download free (.xlsx)Free · No sign-up · 13 KB · Works in Excel and Google Sheets
See it filled with data
The file has two sheets: a blank one for your own data, and this filled Example so you can see how it works.
What is inside
- Source and Status drop-down lists
- Won count, won value and win rate on top
- Next Follow-up date for every lead
How to use it
- Add one row for each enquiry.
- Update Status after every call.
- Sort by Next Follow-up to plan the day.
- Watch Win Rate on top.
Formulas used: COUNTA COUNTIF SUMIF IF
⬇ Download the Lead Tracker template
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