Client Lead Tracker and Dashboard | Sales Pipeline + Follow-Up Planner (Google Sheets, Excel)
Organize your client pipeline with this Google Sheets and Excel tracker. Keep inquiries, proposals, follow-ups, deal values, contacts and next steps together while the dashboard turns your entries into a clear view of your progress.
Key Features:
◦ One editable tracker: Manage up to 250+ client leads.
◦ Follow-up planning: Track proposal due, first contact, meeting and follow-up dates.
◦ Quote and won value: Record proposed work and the value of deals won.
◦ Flexible dashboard: Review pipeline progress, upcoming actions and selectable top-10 views.
◦ Client profile: Select a client to see their project, dates, contact details and notes together.
◦ Simple controls: Rate leads with stars and cross off entries you no longer want to pursue.
Benefits:
• See what needs attention next.
• Keep prospects, proposals and follow-ups organized.
• Update one entry tab and let the dashboard recalculate.
Ideal For:
• Freelancers and consultants managing client inquiries.
• Service businesses tracking proposals and follow-ups.
• Small business owners organizing their sales pipeline.
Tabs Included (2 working tabs):
• Client Leads: Enter clients, projects, stages, dates, values, ratings and next steps.
• Dashboard: Review pipeline progress, upcoming actions, charts and individual client profiles.
How It Works:
• Purchase and download both files from Etsy: the branded PDF access guide and the separate Excel file.
• For Google Sheets, open the PDF, follow the copy link and save your own editable copy.
• For Microsoft Excel, open the separate .xlsx file.
Terms of Use:
• Personal or internal business use by the purchaser only. Do not resell, redistribute or share the template or its copy.
• This license is non-transferable. You may modify your copy for your own use, but the license terms still apply.
• © JPS Digital Pages.
Return Policy:
This is a digital product, so returns and exchanges are not accepted. If you have a problem with the files or access link, please message JPS Digital Pages through Etsy so we can help.
