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The title slide and first slides of the Lead Tracker template

Lead Tracker

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

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.

Useful for

  • Tracking enquiries from the website, events and referrals
  • Finding out which campaigns bring in leads that turn into sales
  • Planning follow-ups so no open lead goes cold

What's included

  • 4 tabs: Dashboard, Leads, Campaigns, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Leads: a table
  • Campaigns: a table
  • 2 charts that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Leads tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Lead Tracker template free?

Yes. Download the template and use it in Google Sheets or Excel at no cost.

Does it work in Excel?

Yes. Download the .xlsx file to open it in Excel. The formulas, dropdowns and charts work in both Excel and Google Sheets.

Can I add my own lead sources?

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.

  • #crm
  • #lead-tracker
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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