
Lead Intake Webhook
n8n
Free
This template keeps a log of customer orders. The Orders tab holds one row per order, with the customer, product, quantity, price, total, dates and status. The total works out from quantity and price, and rows that are running late are highlighted.
The Products tab lists what you sell, with the number of orders, units and value for each product. The Dashboard shows the number of orders, the value still to deliver and how orders split by status and by product.
It comes with sample data. Make a copy, then replace the sample rows with your own orders. Formulas, dropdowns and charts update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Orders tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. Download the template and use it in Google Sheets or Excel at no cost.
Yes. Download the .xlsx file to open it in Excel. The formulas, dropdowns and highlights work in both Excel and Google Sheets.
The row turns amber when the order was placed more than 10 days ago and is not yet delivered or returned. You can change the number of days in the highlight rule on the Orders tab.

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Sheets + Excel4 slides
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