
Lead Intake Webhook
n8n
Free
This template keeps every sales lead in one place. The Leads tab holds one row per enquiry, with its source, campaign, score, status, owner and follow-up date. The Campaigns tab shows what each campaign cost and how many leads and wins it brought in.
The Dashboard totals your leads, wins and win rate, then breaks them down by source and by status with charts. It is built for a small sales or marketing team that wants to see which work is paying off.
It comes with sample data. Make a copy, then replace the sample rows with your own leads. 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 Leads 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 charts work in both Excel and Google Sheets.
Yes. Add the new source to the Source list (Data, then Data validation), then add a row for it in the dashboard table so it appears in the chart.

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