Free Lead Tracker Template

Not everyone has the cash laying around to invest in a state-of-the-art CRM. But all businesses certainly need a way to manage leads to ensure opportunities do not fall through the cracks, or worse, go to your competitors. For those without a CRM, we've built this super simple free lead tracker spreadsheet.

What's in the lead tracking template?

Much like what you would get in a standard CRM, the spreadsheet contains customizable fields that allow you to tailor the below areas to suit your business needs.

1. Status : Track where each lead is in your pipeline: New, Contacted, Proposal Sent, Won, Lost, etc.
2. Lead Source : See where your leads are coming from (Website, Social Media, Events, Cold Calls, and more).
3. Assigned To : Manage team accountability by assigning leads to specific reps or staff.
4. Priority : Organize your workflow by marking leads as High, Medium, or Low priority.
5. Follow-Up Date : Never forget to follow up. Use this to trigger outreach or updates.
6. Deal Amount : Enter the expected value of the deal so you can forecast revenue.
7. Probability to Close : Assign a win probability (like 80%, 50%, etc.) to help forecast weighted revenue.

Includes a built-in Dashboard

On top of the tracker, there’s also a built-in dashboard that updates automatically as you input data. It shows you:

• A bar chart of lead statuses so you can visually track pipeline health
• Total potential revenue based on all deals entered
• Forecasted revenue based on deal size and probability to close

This dashboard helps you spot opportunities and bottlenecks at a glance, no need for any formulas or setups.

Why use this instead of a CRM?

Sometimes you're not ready for a full-blown CRM. Whether you're just starting out, testing a new sales process, or working solo, this tracker gets the job done. And when you're ready to scale, you'll already have a strong process in place.

Want to know if upgrading to a CRM is worth it?

Before you commit to a CRM platform, use our simple calculator to estimate your return on investment. See exactly how much a CRM could bring back in saved time, increased conversions, and more.