Client Pipeline Tracker (Google Sheets) – Track Leads, Deals & Revenue

💼 Track Your Leads, Manage Your Deals & Stay Organized

Stop losing track of potential clients and missed follow-ups.

The Client Pipeline Tracker is a simple, plug-and-play Google Sheets system designed to help freelancers and service providers track leads, manage deals, and monitor their revenue — all in one place.

No complicated setup. No overwhelm. Just a clean system that works.

✅ What This Template Helps You Do

• Track leads and clients in one place
• Manage deal stages from first contact to closed
• Stay on top of follow-ups
• Monitor your pipeline value and potential revenue
• See your win rate and active deals
• Keep your workflow organized and simple

📊 What’s Included

✔ Client Pipeline Tracker (lead & deal tracking)

✔ Status tracking (New Lead → Won / Lost)

✔ Priority and follow-up tracking

✔ Estimated deal value tracking

✔ Built-in Dashboard with key metrics:

• Total Leads
• Pipeline Value
• Won Revenue
• Win Rate
• Active Deals
• Overdue Follow-Ups
• ✔ Easy dropdown menus for fast updates

💡 Perfect For

• Freelancers
• Service-based businesses
• Virtual assistants
• Coaches & consultants
• Small business owners

⚙️ How It Works

1. Purchase and download
2. Open your template link
3. Make your own copy in Google Sheets
4. Start tracking your leads and deals

🖥 Requirements

• Free Google account
• Google Sheets access
• Basic spreadsheet knowledge

📌 Important Notes

• This is a digital product (no physical item)
• You will receive a Google Sheets template link
• You must make a copy to use the file

🚫 Refund Policy

Due to the digital nature of this product, all sales are final and non-refundable

💬 Support

Have questions? Reach out anytime.

Response time: 24–72 hours