Dark Mode Client CRM Spreadsheet | Sales Pipeline and Lead Tracker | Google Sheets & Excel Template | Small Business Follow Up Tracker

DARK MODE EDITION — the same template with an easy-on-the-eyes dark design, perfect for night owls and screens.

A simple CRM in a spreadsheet: this Client CRM & Sales Pipeline tracks every lead, every follow-up and every deal you close, with no monthly software fee.

WHAT'S INSIDE

- Start Here: type your details and settings once, with simple step-by-step instructions

- Dashboard: follow-ups due today and overdue, pipeline value and forecast, deals won, win rate and best lead sources

- Pipeline: contact, company, phone, email, source, stage, deal value, next follow-up, last contact and notes

- Help & FAQ: answers to the most common questions

FEATURES

✔ Stages from New Lead to Won or Lost

✔ Today's and overdue follow-ups highlighted

✔ Weighted sales forecast using a probability per stage

✔ Win rate and deals closed by month

✔ Best lead sources

✔ Editable stages and lead sources

✔ No subscription, no software to learn

HOW IT WORKS

1. Add each lead with source and deal value.

2. Move the Stage forward and set a next follow-up date.

3. Open the Dashboard every morning for follow-ups.

YOU WILL RECEIVE

✔ 1 spreadsheet template (.xlsx)

✔ 1 DEMO file with sample data, so you can see how it works

✔ 1 PDF guide: how to open it in Google Sheets (free) or Excel

PLEASE NOTE

- This is a digital product. Nothing physical will be shipped.

- Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer / Microsoft 365.

- Not compatible with Apple Numbers.

- Due to the digital nature of this item, no returns, but please message us for any help.

- For personal or own-business use only (no resale or sharing of the file).

Light version also available in our shop.