customer visit tracker excel

How to Keep Track of Clients in Excel (Download Free Template)

Step 1 – Make Dataset for Contact Details

The contact details include specific information about that client, such as their contact number, email address, company name, related field, and position.

Make a new sheet.
Put some client details in your worksheet.

To change the sheet name, right-click on the sheet name. A Context Menu will pop up.
Click on Rename .

We set our worksheet name as ‘ Contact Details ’.
Press Enter .

Read More: How to Keep Track of Customer Orders in Excel

Step 2 – Create Client Service Details

Press + in the toolbar with the sheet names to create a new sheet.
Put information that includes the service name, the amount of money that cost on the particular service, and the scheduled date to give the service.

Right-click on the sheet name.

Change the worksheet to ‘ Service Details’ .

Read More: How to Keep Track of Customer Payments in Excel

Step 3 – Generate Client Tracker

Make a new sheet for the tracker.
Create the column headers in the client tracker worksheet.

We can create a Data validation through which we can click on our required client name and their activities.
Choose cell B5 to cell B11 .

Click on the Data tab in the ribbon.
From the Data Tools group, click on Data validation .

A Data validation dialog box will appear. From there, click on Settings.
In the Allow section, click on List .
In the Source section, click and select the array that contains the information. We take the source from the Contact Details sheet.
Click on OK .

This will create a drop-down list from there you can choose the client name.

Click on the drop-down list and choose any of the clients from there.

Click on cell C5 .

Write down the following formula in the formula box:

Breakdown of the Formula

VLOOKUP(B5,’Contact Details’!$B$5:$G$11,2,FALSE): Here , the VLOOKUP function searches the value in cell B5 in the range of B5 to G11 from the worksheet called Contact Details . It will return the second column of that range where B5 is matched. Here, false means you have to have an exact match otherwise it won’t give any result.
IFERROR(VLOOKUP(B5,’Contact Details’!$B$5:$G$11,2,FALSE),0): The IFERROR function will return zero if the previous function has some error.
Press Enter to apply the formula.

Changing the client name automatically updates the cell.
Click on cell D5 .

Click on cell E5 .

Now, click on cell F5 .

Then, write down the following formula in the formula box.

To get the service of the specific client, click on cell G5.

VLOOKUP(B5,’Service Details’!$B$5:$G$11,2,FALSE): Here , the VLOOKUP function searches the value in cell B5 in the range of B5 to G11 from the worksheet called Service Details . It will return the second column of that range where B5 is matched. Here, false means you have to have an exact match otherwise it won’t give any result.
IFERROR(VLOOKUP(B5,’Service Details’!$B$5:$G$11,2,FALSE),0): The IFERROR function will return zero if the previous function has some error.

Click on cell H5 .

Write down the following formula:

We need to get the Scheduled Data . So, click on cell J5 .

The scheduled date has appeared in the General format. To change it, go to the Home tab in the ribbon.
From the Number group, select the little arrow in the bottom right corner. See the screenshot.

Format Cells dialog box will pop up.
Click on the Number command at the top.
From the Category section, click on Date .
In the Type section, click on the following pattern: two-digit number and three-letter month.

It will give us the Scheduled Date as the Date format.

We have a portion called Service Received . It means the time when you receive the service.
The Remarks section denotes the final outcome of the client whether he/she provides the service in time or not.
To make Remarks for a specific client, click on cell L5 .

IF(J5>K5,”Outstanding”,IF(J5=K5,”Good”,IF(J5<K5,”Bad”))): This denotes if your client gives the service prior to the scheduled date, he/she will get Outstanding remarks. Then If the client gives the service on time then she/he will get Good remarks. Finally, if the client gives the service after passing the scheduled date, he/she will get Bad remarks.

If we take some other client’s details, we will get the following outcome. See the screenshot.

Step 4 – Make Client Tracker Dynamic

Choose cells H5 : H8 .

Click on Conditional Formatting from the Style group.

Click on New Rule .

A New Formatting Rule dialog box will appear.
Click on Format only cells that contain .
Set Greater than 5000 .
Click on Format to change the format color.

We put a green color for greater than $5000.
Click on the Fill command.
Set Green as your preferred color.
Click on OK.

That will set the amount greater than $5,000 as green.

Go to Conditional Formatting again.
In Conditional Formatting, click on New Rule .
Set it to less than or equal to 5000 .

We put Yellow for less than or equal to 5000.
Click on the Fill tab.
Set Yellow as your preferred color.

That will set all the values less than or equal to $5,000 as yellow.

In terms of remarks, we want to set outstanding remarks as green, good as yellow, and bad as red.
Select cell range L5: L8 .

Go to Conditional Formatting .
Choose New Rule .
Select Use a formula to determine which cells to format .

Write down the following formula in the box:

Click on Format to set the preferred color. Click on the Fill tab.
Set Green as your preferred color for this condition.
$J5:$J8>$K5:$K8: Here, column J denotes the scheduled time, and column K denotes the service received. This condition demonstrates the situation when a client gives their service before the deadline. Another important to remember, if you use the formula in the Conditional Formatting , you don’t need to use the IF function.
Finally, It will make Remarks green when some clients give their service before the deadline.

Next, when clients give their service on time, we want to express their remarks as yellow.
Make a new Conditional Formatting rule .
Click on Use a formula to determine which cells to format .

Set the Format color to Yellow.
That will set the Remarks which are valid for the formula as yellow.

Lastly, for those clients who don’t meet the deadline, we want to express their Remarks as Red .
Make a new Conditional Formatting rule as shown above.
Click on Use a formula to determine which cells to format.
Then, click on Format to set the preferred color.

Choose Red and select OK.

That will set the Remarks which are valid for the formula as Red .

Read More: How to Make a Sales Tracker in Excel

Download Practice Workbook

Download this practice workbook that can also be used as a template.

How to Create a Task Tracker in Excel
How to Create a Daily Task Sheet in Excel
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How to Create Real Time Tracker in Excel

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Durjoy Kumar, with a BSc in Naval Architecture & Engineering from Bangladesh University of Engineering and Technology, is a dedicated contributor to the ExcelDemy project. His substantial contributions include crafting numerous articles and demonstrating expertise in Excel and VBA. Durjoy adeptly automates Excel challenges using VBA macros, offering valuable solutions for user interface challenges. Apart from creating Excel tutorials, he is interested in Data Analysis with MS Excel, SPSS, C, C++, C#, JavaScript, Python Web Scraping, Data Entry... Read Full Bio

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20 Excel Tracker Templates for Tracking Tasks, Costs and Time

Successfully managing businesses, teams and projects means meeting deadlines and staying on budget, and Excel tracker templates and spreadsheets can help you do just that. While not as dynanmic as project management software , free templates for tracking tasks, time and costs are a great way to start reporting on progress.

Using Excel to Track Tasks

Managers have more control over their projects and operations with Excel tracking templates. Because of their quantitative nature, Microsoft Excel spreadsheet templates are a great tool to track data-rich metrics. Whether it’s a KPI dashboard for an overview of progress or a timeline template to visually organize tasks in one place, Excel task trackers can help you deliver on time and on budget. Without such tools, you risk joining the 78% of projects that reportedly go over budget.

Best Free Excel Tracker Templates & Spreadsheets

We’ve collected ProjectManager’s 20 best Excel spreadsheet templates for tracking that you can download and use for free. Want more than task trackers for Excel? Visit our project management templates page where we’ve created over 100 free templates for Excel and Word.

1. Dashboard Template

A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.

ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.

There’s another task graph that measures the duration of the tasks, which is helpful in seeing what’s getting done on time and what’s taking too long. Finally, there’s a cost bar chart to help you stay on budget.

This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project tracking software automates that process. ProjectManager is better than Excel spreadsheet templates as it helps to accumulate real-time data, crunch the numbers and display it. Get started with ProjectManager free today.

Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.

2. Task Tracker Template

ProjectManager’s free task tracker for Excel template can organize and keep track of your work. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.

This task tracker spreadsheet captures the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.

Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It has everything you need to track your tasks at a basic level with an Excel spreadsheet.

3. Budget Spreadsheet for Cost Tracking

Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking your financial details on one spreadsheet.

Tasks cost money, and the budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS) . Then, there are labor costs including planned vs. actual hours plus the cost per hour. Materials are broken down by units and cost per unit.

There’s also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.

Related: How to Track Project Expenses

4. Timeline Template for Tasks

ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!

To get started with this free timeline template, you first need to list your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.

You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline that lays out your tasks as horizontal bars across a timeline. It’s easy to see how long it’ll take to complete each task.

Excel spreadsheet templates are good for beginners, but if you want to take your planning even further, upgrade to online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.

Project timeline for tracking projects, tasks, costs and time

5. KPI Dashboard

An Excel tracker template will ideally provide an overview of key metrics across an organzation. This free KPI dashboard template for Excel is designed to display a high-level view of progress to track the key performance indicators. This allows managers to make sure campaigns and operations are performing as planned.

This Excel task tracker displays project data imputed by the team. This data is then automatically translated from data to easy-to-read graphs and charts that make it simple to see the status of the KPIs at a glance.

This task tracker for Excel keeps tabs on everything from timelines to the budget and even provides a cost summary. There are graphs and charts that analyze workload to keep teams productive, task status and much more.

6. Action Plan Spreadsheet

Managing work means outlining the steps you must complete to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.

Action plan spreadsheet for task and project tracking

We’ve broken up this action plan template into three sections. The first is the action steps, which note the priority and list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.

Section two of this Excel spreadsheet template is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and what are the resource costs?

7. Status Report Template

Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and stay on schedule.

Status report template for tracking in Excel

This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.

A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture of their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.

8. Risk Tracking Spreadsheet

No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.

This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it’ll impact the work you’re doing if it goes from a risk to an actual issue .

For each risk you identify on the template, you can add a risk response, which is the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that the team member is responsible for identifying and rectifying it.

9. Change Tracking Spreadsheet

Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It’ll help you control change so it doesn’t make you spend too much overtime or incur additional costs.

Change log template for tracking changes

A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a spreadsheet template that captures change when it happens. You can number changes for better tracking and note when the change first came up and who discovered or requested it.

You can then prioritize the change, and you or a team member can take ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery and ensures that no change order is lost in the cracks.

10. Time Tracking Spreadsheet

There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet . This timesheet is great for you or team members to record the amount of time spent on work.

This timesheet Excel spreadsheet template has space for your name or the name of the employee, their department, supervisor and hourly rate. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.

Then, the total for the week is added and multiplied by the pay rate to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, if accurate.

11. Bug Tracker Template

The QA process is ideal for an Excel tracking template. When a problem is identified in a software product, a bug report is generated and sent to developers. They follow the instructions therein to fix the problem. This process is tracked by the free bug report template for Excel . It tracks one bug at a time to avoid confusion and make sure that the issue is resolved before the product is delivered to the public.

This Excel task tracker does so by collecting all the pertinent information a developer will need to replicate and remove the bug. There’s space to add a summary, screenshot and define the environment in which the bug occurred. There’s also bug tracking to define the severity and priority of the problem.

12. Multiple Project Tracking Template

When you’re managing a portfolio or program, you have to monitor all your projects in one place to make insightful decisions as to how to allocate resources. Using our free multiple-project tracking template for Excel gives you a high-level overview of every project for which you’re responsible.

ProjectManager's multiple project tracking template for Excel

Once you download the free Excel template, you’ll find it’s formatted with three projects, one stacked on top of the other. You can copy and paste to add as many projects as needed. You can also add columns if you need to track something not already on the template.

Each project spreadsheet allows you to list all the project tasks by name and description, as well as if they’re dependent on another task. There’s space to add who’s assigned to each task. Each task has a start and planned end date, and planned cost, with an actual end date and actual cost to help you track the project.

13. Issue Tracking Template

Issues are problems that arise while executing your project. These issues must be quickly identified and resolved to keep the project on schedule and within its budget. With our free issue-tracking template for Excel , you have the tools to monitor the progress of resolving those issues.

ProjectManager's free issue tracking template for Excel

The free template is ideal to capture risks, which become issues if they in fact show up in your project. When they do, you already have them described in the template and what their potential impact is. Next, you can define its priority, from low to critical, which helps you determine which risks need your immediate attention.

There’s also a place to note the date the issue first was discovered and when it was closed, as well as the team member who’s responsible for resolving it. Finally, the free template states the department that’s handling the issue and there’s a column to note its status when tracking the issue.

14. Operating Budget Tracking Spreadsheet

Tracking costs is critical to keeping a business operating. An operating budget is used to forecast revenue and expenses over a period of time. Download the free operating budget template for Excel to create an accurate operating budget.

Operating budget tracking spreadsheet for Excel

Managers can use this Excel tracker template at the end of each month to see if the actual results match the figures forecast in the operating budget. It can also help to go back over the month or quarter and see if sales were correctly predicted. Managers can analyze financial results and adapt to changing business conditions.

The free template tracks income and expenses, identifies cost drivers and helps to show where there is room for cost efficiency and greater profitability.

15. To-Do List Template

Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that means having a list of your tasks. It’s the first step to getting organized. That’s where our free to-do list for Excel comes in handy.

Free to-do list template in ProjectManager

A to-do list is a simple but highly effective tool. Simply list the tasks you’ve been assigned or you can even use it for household chores. Next, you’ll want to give each task a start and due date. This is the duration or timeframe in which you want the work completed.

Now, you’ll want to track your progress. The free to-do list template shows the percentage complete for each task. It’s a satisfying feeling to see the cell move from 25 percent to 100 percent. Then there’s a column to note the progress. Before you know it, your work is done.

16. Inventory Template

If you’re a manufacturer or have a company with which you carry stock that you need to run your business, then you need our free inventory template for Excel . Use it to prevent production delays by keeping track of what you’re warehousing.

Inventory tracking template for Excel by ProjectManager

Use this free template to record the level of your inventory and track its turnover. First, each line is numbered to make it easier to find the item you want. Then the item is listed and described, with the unit price noted and the quantity you have in stock.

Now you can calculate the inventory price, which is the unit price multiplied by the number in stock. This Excel spreadsheet template does this automatically. There’s a column to note whether you need to reorder, what level to reorder, how long it takes to restock and what that reorder quantity should be.

17. Progress Report Template

Project reports are essential for a number of reasons. One, they help you monitor your progress and performance, and two, they’re a great tool for keeping stakeholders updated. Our free progress report template for Word captures an overview of the activities and tasks that occurred over a specific period.

ProjectManager's progress report template for Excel

The free progress report is broken up into a number of different sections. There’s a summary, which provides a quick overview of what’s to follow, including pertinent data, such as the project scope, schedule, cost and risk for the time period being reported on.

Then there’s a section in this Excel spreadsheet template that goes over the tasks that have been executed over a period of time covered in the report. There’s space to note the status of tasks that aren’t yet completed and a section to list issues, talk about the budget and more. It’s a great way to capture a snapshot of the project in time.

18. Punch List Template

Construction project management can’t deliver a project until everything is completed properly. To ensure that the work is done as planned, the crew does a walkthrough and adds any incomplete or incorrect work to a punch list.

To keep track of that last-minute work, download this free punch list template for Excel . Property owners are often contractually allowed to withhold the final payment until the punch list is completed. Using this task tracker for Excel ensures the general contractor gets paid and the client is happy with their work.

The punch list template will avoid miscommunication between contractors, subcontractors, architects, builders, et al. This document is collaborative and that means better productivity. All the information necessary for the work is collected on the template, from a description and who’s assigned to task dates and status.

19. Work Schedule Template

Need help managing your human resources or operations planning? Check out our free work schedule template for Excel . This free template lists all your employees and their working hours, including responsibilities, over a day, week or month.

ProjectManager's free monthly work schedule template for Excel

Use the work schedule template to keep your employees productive and help with tracking your resource utilization and scheduling. You can also use it to prioritize tasks and balance your team’s workload, which leads to greater productivity and happier employees.

Our free spreadsheet template has a weekly and monthly work schedule. Both list your employees, their tasks, which project they’re working on and then their hours, either day-by-day or over the course of a month. This will help most organizations and even long-term projects.

20. Workload Analysis Template

Beyond tasks, costs and time, one of the essential metrics to track is workload. Workload tracks resource allocation. Using an Excel tracker template to calculate workload is going to help teams work more efficiently and avoid burnout. Download this free workload analysis template for Excel to manage the project workforce. It identifies the amount of work that must be done and determines how to balance that workload evenly across the project team.

Using this Excel task tracker ensures that the team is working at capacity and no one is overallocated or underutilized. This delivers the best possible performance and highest-quality deliverables.

Use ProjectManager to Track Time, Costs and Tasks Better Than Excel

Templates and Excel spreadsheets for tracking are great, but as noted, they can only do so much. ProjectManager is online work management software that connects everyone, no matter where they work, what time, department or skill level. It does so in real-time to ensure that everyone is collaborating and working on the most recent data.

Automatically Fill Out Timesheets

Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota. Once submitted, timesheets are locked and secure.

ProjectManager's timesheet for time tracking

Work the Way That Suits You

Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all their tasks on a timeline. The duration bar that connects each task’s start and end dates automatically shows progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. No tool is more flexible for planning and tracking work.

Calendar in ProjectManager for task tracking at a monthly level

Generate One-Click Reports in Seconds

Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.

ProjectManager's reporting tools for tracking tasks, costs, time and progress

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Client Visit Tracking Report

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Efficiently track and manage client visits for your sales team

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What is Client Visit Tracking Report Template?

A client visit tracking report is a comprehensive document that helps your sales team keep track of their interactions with clients. It includes essential information such as department name, salesperson, company name, company address, contact person, industry, communication method, purpose of visit, date, and summary. This template allows your team to efficiently manage client visits, ensuring that all necessary details are recorded and easily accessible.

Try this template now

Who is this Client Visit Tracking Report Template for?

This client visit tracking report template is perfect for sales teams, customer success teams, and account managers who need to keep track of their interactions with clients. It is suitable for businesses of all sizes, from startups to large enterprises, and can be used across various industries. Some potential users of this template include:

- Sales teams who need to manage their client visits and ensure that all relevant information is recorded and easily accessible.

- Customer success teams who want to track their interactions with clients and monitor the progress of their relationships.

- Account managers who need to keep track of their client visits and ensure that they are providing the best possible service.

Why use this Client Visit Tracking Report Template?

Using a client visit tracking report template offers several benefits for your sales team and organization:

1. Improved organization: By keeping all client visit information in one place, your team can easily access and update the data as needed. This helps to ensure that everyone is on the same page and reduces the risk of miscommunication or lost information.

2. Enhanced communication: With a clear record of client visits, your team can easily share updates and progress with other departments, ensuring that everyone is informed and aligned.

3. Better decision-making: By tracking client visits and interactions, your team can identify trends and patterns, helping them make more informed decisions about their sales strategies and client relationships.

4. Increased efficiency: A well-organized client visit tracking report can save your team time and effort, allowing them to focus on building relationships and closing deals.

5. Seamless integration with Lark: This template can be easily integrated with Lark's suite of tools, allowing your team to collaborate and communicate more effectively.

💡 Helpful reads:

Read more on productivity and collaboration

Why Lark is the best work collaboration tool

How customers use Lark to empower their employees

What is Lark?

What is Lark used for?

How is Lark different from all the work collaboration tools?

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How to Track your Clients with Excel

Do you own and operate a service business and need an easy way to track your clients? In this article you’ll find free templates that our Pros use to track their Clients, as well as their Classes, Services, and Packages as well.

Maybe you’re an Esthetician, Dog walker, House cleaner, Handyman, or any other business that has clients? Maybe you’re a solopreneur that’s just getting started and building your client base.

Or maybe you’re an established owner / operator and looking to organize the mess that your client records have become (in lieu of having a system for organizing your clients – it can get hairy!)

Either way, without a client organization system, your business is vulnerable .

For example:

You don’t have a reliable way to pull up client information (like if you need to make changes to your clients’ preferences, look up their contact info, or put notes into their file)
You can’t easily access and update their payment information (in order to collect payment you have to regularly charge your clients – you’re not a debt collector!). Or at the very least, be able to see a record of their payments if you’re still in the stone age using cash and not cards.
Lastly, don’t forget that what doesn’t get measured, doesn’t get managed (that’s a Peter Drucker quote). So in order to keep an eye on the health of your business, you need records of all of your sales and new customers in order to have a birds eye view of how your biz is doing.

Not having a plan is no plan!

Let’s get you started using Excel or Google Sheets to get your business organized and create a system for you to use from now on.

Trust me, you’ll breathe a sigh of relief once everything is in one place. Not only that, but then that third glass of wine you have tonight will be justified! 😉

Bonus: Stick around until later in this article to get your very own PocketSuite Client List Excel document for free!

STEP 1: SET UP YOUR NEW EXCEL SHEET

In order to properly set up your sheet, you need column names for each of the categories of data that you’ll be tracking about your clients.

It’s important to have a place for each vital piece of information that helps you track your clients individually as well as your business as a whole. So in its most basic form, your new client tracking system is basically just a bunch of columns with different data points, and rows for each client.

Client List:

https://docs.google.com/spreadsheets/d/16UjQEVnS7MtlsSHE8Iv0_mZEk6jIh1emmZjhQzcpsoo/edit?usp=sharing

Notice the column headers – we have Name, Phone, Email, Street, Unit #, City, State, Zip code, Company, Lead Source, Notes, Pro

Your spreadsheet should have all of these fields, as they are all important to track.

In particular take a look at Lead Source, Notes, and Pro.

In addition, here are 3 other sheets to track your Services, Packages, and Classes: (Remember to click File-> Make a copy)

Services List:

https://docs.google.com/spreadsheets/d/1qJ9VTgAY73qQ5tcbDn2Ldbln70zcOmvmz0-AdcM5ICw/edit?usp=sharing

Packages List:

https://docs.google.com/spreadsheets/d/1ToiH4pAQjwQRxw7hsSX_KqPRLLljyshqfrzLZ3bvCbQ/edit?usp=sharing

Class List:

https://docs.google.com/spreadsheets/d/1LnR_E3ooT13d3bY742m_xA4Ky666J-sQO9eKw4z1U-4/edit?usp=sharing

STEP 2: FILL OUT YOUR SHEET

Lead source is super important in order to be able to track where your clients are coming from. Do this to determine which of your advertising sources are most effective.

You can even go a step further and cross reference this data (once you have a large enough sample) with how much you’re paying for different advertising sources – you may find out that you’re under-paying for over-performing ads and vice-versa.

Imagine being able to make decisions about where to allocate your advertising or marketing dollars based on sound data like you would have if you implemented this system.

In fact, the more advanced spreadsheet jockeys reading this may want to take it a step further and create a pivot table – automate the contact list, use concatenate, and build a formula to automate everything.

Now, if I lost you at ‘pivot table,’ hang on because I have an easier way for you to do all of this.

Did you know that PocketSuite allows you to manage all of your contacts in the exact same way as an excel spreadsheet, but without all the manual work?

Here’s how you get the benefit of automating your client list without knowing how to do stuff in Excel:

In your PocketSuite app, go to Data Import -> CSV – it will send you an excel file (or just grab it from this article! It’s the same file) then once you’re done filling it out, email it to us at [email protected] and we’ll import it for you. Takes us a few minutes and presto! Give us 24 hours, though, because we sometimes have to clean and dedupe your beautiful client file. ;0

So the 3 steps are:

Download the Excel sheet using the link above or right here (don’t forget to click File -> Make a Copy)
Fill it out
Send it back to us -> [email protected]

…That’s it!

Now all of your contacts are organized in PocketSuite. No more manually updating payment information, keeping track of charges or payments, or updating contact information.

Like we discussed before, it’s important to have records on how much business you’re doing with your clients, and Excel could do it, but realistically you don’t want to sit there and try to add up payments for each client every day.

Also, Excel doesn’t have a record of your messaging with your clients – you would have to literally copy paste those out of your phone into Excel or Google Sheets. Well, if you’re going to be on your phone primarily anyway, wouldn’t it make sense to just have all of your client messages already stored in the same app?

That’s where PocketSuite comes in to save the day. Have all of your client data, messages, payment history, appointments and services, and financial information, all in one place. Finally!

Here’s that link again for the Client List spreadsheet. Click on the link below and then click File-> Make a Copy once the sheet comes up:

Here are 3 other sheets to track your Services, Packages, and Classes: (Remember to click File-> Make a copy)

Here is more info on importing your clients into PocketSuite.

Like this article? You’ll love our guide on how to generate leads for service businesses in 2022, and of course our Frustrations with Square article!

Download the app

Add a Customer List to Your Spreadsheet

This page explains how to create a Customer Drop-Down List in a spreadsheet and use Lookup formulas to automatically display customer information in other cells based on the value you have selected from the drop-down list. Instead of doing it all from scratch, you can download the Customer List template below which has a customer table and dynamic named ranges already defined to make the creation of the drop-down list and lookup formulas easier. Keep reading below the download area for instructions on how to set everything up.

If you are looking for a template to help you store and organize your general contact information, try our contact list template . This customer list worksheet is designed specifically for creating drop-down lists and lookups, not for general contact management.

Customer List Template

License : Private Use (not for distribution or resale)

"No installation, no macros - just a simple spreadsheet" - by Jon Wittwer

Description

This template is mainly for intermediate spreadsheet users who are looking for a way to easily add customer lookup functionality to their spreadsheet(s). It is based on the technique used in our invoice tracking and invoice manager templates.

The Customers worksheet within this template is intended for use with other templates, such as invoices or work orders.

There are three named ranges defined in this spreadsheet that help make it easy to create drop-down boxes and lookup functions.

CustomerList - This named range includes the entire customer list table (the header as well).
CustomerName - This is a dynamic named range that is meant for use as the Source for a drop-down selection box.
CustomerID - Another dynamic named range that could be used for the Source of a drop-down.

Tip : You can press F3 in Excel to view and select a named range in your workbook while entering a formula.

IMPORTANT : When using a customer list in an invoice spreadsheet, it would not be wise to send the actual spreadsheet to the customer (because it contains your list of customers). Instead, you would want to just print the invoice or create a PDF of the invoice worksheet.

Step 1. Copy the Customers Sheet into your Workbook

Open both the customer list template AND the invoice or work order template that you are wanting to copy to.
Right-click on the Customers tab and select "Move or Copy". Make sure to check the "Create a Copy" checkbox.
Select the workbook you want to copy the sheet to, then press OK.

Step 2. Create a Drop-Down List for the Customer Name

After you have the worksheet copied into your spreadsheet, you can set up a drop-down box and lookup functions.

The image below shows a drop-down list that uses the Customer Name. It is a screenshot from the Invoice Tracking template. The instructions below explain how the drop-down box is created.

Customer List Drop-Down Box - Screenshot

Select cell C9 and go to Data > Validation to open the Data Validation dialog.
In the Settings tab, choose List from the Allow field.
In the Source field, enter = CustomerName

Step 3. Create Lookup Formulas

After you have selected a value from the customer list cell, you want other cells to display the related customer information. There are many ways to create lookup formulas. We will use the VLOOKUP method because the Customer Name is the first column in the Customers worksheet.

Our Spreadsheet Tips Workbook and article " VLOOKUP and INDEX-MATCH Examples " explain in detail how to create various types of lookup formulas, so if you want to use another method, such as INDEX-MATCH, see the article or the workbook.

Note that cell C14 in the example above shows the Phone number. The Phone number is in column 7 of the Customers sheet. Or more specifically, it is column 7 of the CustomerList range.

The formula for cell C14 could be:

The problem with the above formula is that if the value in the table is blank, the formula will display a zero. There are two ways around that. One approach is to use a custom number format like "#;#;;@" to display blank when the value is zero. The other way, and the way we do it in the invoice tracking template, is to handle the exception with an IF() formula, like this:

Related Templates

Service Invoice with Customer List - This invoice template was one of the first templates we created that included a built-in customer list with drop-down selection and lookup functions.
Invoice Tracker - This Customer List template is exactly what was used to create the invoice tracking template.
Invoice Assistant - Our popular invoice manager spreadsheet uses these same techniques to automate the task of creating new invoices.

References:

Spreadsheet Tips Workbook by vertex42.com - Provides detailed instructions on creating drop-down lists, dynamic named ranges, and creating lookup formulas.
Create a Drop-Down List in Excel using Data Validation by vertex42.com
Creating Dynamic Named Ranges by vertex42.com

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How to build a KPI dashboard in Excel in 3 steps (with free templates)

A car's dashboard displays vital information in an easily understandable format, assists in decision-making, and alerts the driver to potential issues. (Although the check engine light, with the specificity of a horoscope, treats a loose gas cap and a full-system meltdown with the same level of urgency.)

Like a car's dashboard, an Excel KPI dashboard shows you the vital signs of your business, but without the cryptic hints and not-so-subtle threats—just cold, hard data served up in a way that's easy to digest.

In this post, I'll go over what KPI dashboards are and how to build one in Excel. I'm even sharing some templates you can use to jumpstart performance tracking for your business.

Table of contents:

What is a KPI dashboard—and why build one in Excel?

An Excel KPI dashboard is a visual representation of your key performance indicators (KPIs), giving you a bird's-eye view of what's working and what's not. KPIs are metrics an organization has identified as critical to measuring its performance.

But why a dashboard? Well, trying to navigate large datasets without visuals is like asking a young person to explicitly describe Fortnite dances using only words. A KPI dashboard presents complex data in an easily digestible format, often using charts, graphs, and tables. This perspective allows you to see the big picture, highlighting the elements that contribute to the overall mission while filtering out the noise.

With a good dashboard, you'll be able to:

Recognize patterns that might otherwise go unnoticed

Determine how close you are to meeting your goals and whether they need to be revised

Spot and address potential issues early

Benchmark performance against industry standards or competitor data to gauge progress and address weaknesses

Spot trends to better forecast future performance

Create a comprehensive KPI dashboard in Excel in 3 easy steps

If building a KPI dashboard in Excel sounds like something that'll make you weep quietly into your coffee, prepare to be very surprised. I'm about to walk through the whole process in three surprisingly simple steps.

Step 1: Identify your KPIs and prepare your data

First, select KPIs: A KPI dashboard isn't just a bunch of pretty charts—it's about getting the right info to the right people. So, before you start getting your hands dirty in Excel, think about who will be looking at this thing and what they need to know. For instance, if you're tracking customer acquisitions, maybe leave out the office supply inventory numbers (unless that's your secret weapon).

To help determine your KPIs, ask yourself questions like:

What's the purpose of this dashboard? For example, is it to give stakeholders visibility into their most important metrics like revenue, traffic, and conversions?

What insights do I need to gain? For example, do you need historical data to identify trends over time?

What metrics will help leadership make better decisions? For example, leaders might need detailed reports on cost efficiency, employee productivity, or customer retention rates to make informed strategic decisions.

Choose KPIs that provide a clear and actionable snapshot of performance based on your business goals and objectives. Here are some Zapier guides on selecting KPIs to get you started:

Next, collect data. Once you've identified your KPIs, you'll have to gather the raw data needed to calculate them. Pull reports, export databases, beg your analysts for access—whatever it takes to get your hands on the numbers and figures.

With your data in hand, import it into Excel:

Go to the Data tab on the ribbon.

Choose Get Data (Power Query) .

Select your data source, and follow the prompts to import your data.

Step 2: Choose visualizations

First, select charts and graphs. Look at your data and consider what you want to emphasize. Are you tracking changes over time? Comparing values across categories? Illustrating proportions?

To create a chart:

Select the data you want to visualize. For example, if you're visualizing sales data, select the range that includes your sales figures and corresponding dates or categories.

Go to the Insert tab on the ribbon.

Choose a chart type that best represents your data (column, line, pie, bar, etc.)

Add more charts as needed by repeating the above steps for the rest of your KPIs.

Step 3: Lay out the dashboard

First, design the structure. Arrange the charts in a visually appealing and informative manner. A simple three-column grid is a great place to begin. This makes the dashboard a breeze to navigate and gives it a professional polish.

Place your most important KPI chart in the top-left, as this is where people naturally look first. Move and resize the chart as needed by dragging it around.

Next, customize chart elements: Jazz up your chart with a title, clear labels, and custom colors in the Chart Design tab.

Finally, ensure readability. A good dashboard should be easy on the eyes. Use colors and fonts that make the data easy to digest. Adjust the layout to ensure all elements are intuitive and aesthetically pleasing.

Additional tips

Here are a few tips to consider for a user-friendly layout:

Keep it simple: An overly complex dashboard with too much information is like modern art—it looks important, but nobody really gets it. If the data doesn't support your dashboard's core purpose, leave it out. Otherwise, it will overwhelm users and reduce its effectiveness.

Explore advanced features: Excel offers many features to enhance your KPI dashboard, such as:

Data validation for dropdown lists

Sparklines to create visualizations within a cell

Get feedback and iterate: Once your dashboard is looking stylish, review how the information flows. Are your charts in a logical order? Does anything look out of place? Get a fresh set of eyes to review and provide feedback. Make any final tweaks to ensure maximum readability and impact.

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Free Excel KPI dashboard templates

There's nothing like poring over datasets and analytics reports to make the hours fly by. Luckily, I am bestowing on you my finest KPI dashboard templates.

While Excel dashboard templates can work wonders, they do have some limitations. You still need to enter your data accurately and keep records to back it all up. And depending on the size of your business, you may outgrow a simple Excel template. But for many small companies, these dashboards are a great way to get insight into how you're doing without a huge time investment.

Marketing analytics KPI dashboard Excel template

Screenshot of a marketing KPI analytics dashboard in Excel

An Excel marketing analytics dashboard template gives you an overview of how your marketing efforts are performing. This dashboard visualizes data, helping marketers identify trends, assess the effectiveness of different channels, and make data-driven decisions. It's the perfect tool to determine if your dank memes and sponcon are moving the needle.

Best for tracking:

Website traffic: Tracking the number of visitors to your website can offer insights into your site's overall appeal and the effectiveness of your marketing efforts in drawing an audience.

Conversion rate: This shines a light on the percentage of visitors who take a desired action on your site, be it making a purchase, signing up for a newsletter, or filling out a contact form. It's a telltale sign of how well your website turns casual browsers into committed action-takers.

Cost per acquisition (CPA): This calculates the cost involved in acquiring a new customer through a specific marketing campaign or channel.

Return on ad spend (ROAS): Measuring the revenue generated for every dollar spent on advertising can serve as a barometer for the effectiveness of your campaigns. It tells you if the money you threw at ads turned into more money or just vanished into thin air.

Customer lifetime value (CLTV): Predicts the total revenue a single customer is expected to generate over the course of their relationship with your brand

Sales performance KPI dashboard Excel template

Screenshot of a sales performance KPI dashboard in Excel

A sales performance KPI dashboard template in Excel is your handy visual guide to how your business is really doing. It helps sales managers monitor and analyze sales activities, identify trends, and pinpoint areas for improvement. Use this KPI report to see at a glance if you're killing your quotas or need to make some changes before the quarter ends in flames.

Sales revenue: This is the total amount of money generated from sales over a given period. Compare revenue month-over-month or year-over-year to determine growth and trends.

Sales volume: This is the total number of units sold. Monitor if sales volume is meeting targets and how it changes over time. Volume is a key revenue driver, so keep an eye on this KPI.

Customer acquisition cost (CAC): This measures the cost of acquiring a new customer. Unlike CPA, CAC provides a broader view of acquisition costs, encompassing all marketing and sales activities.

Sales cycle length: Tracking how long it takes to turn a potential lead into a closed deal can provide insights into whether your sales process is more of a sprint or a leisurely stroll.

Win rate: This is the percentage of sales opportunities that turn into wins. It's essentially your sales team's batting average. A higher win rate means your team is knocking it out of the park more often.

Customer service KPI dashboard Excel template

Screenshot of a customer service KPI dashboard in Excel

A customer service KPI dashboard template in Excel provides an at-a-glance view of your support team's most important metrics, allowing you to monitor and improve customer service. It helps ensure your agents meet key targets and provide the best service possible.

Customer satisfaction (CSAT): This measures how satisfied customers are with your product or service, usually through a quick survey asking them to rate their experience. Aim for a score of four or above. If the score drops below 3.5, investigate what's causing dissatisfaction and make changes.

Net Promoter Score (NPS): This gauges customer loyalty and enthusiasm, determined by asking customers how likely they are to recommend your business to a friend. Basically, it's a measure of how likely your customers are to brag about your company at parties.

Resolution time: This measures the average time from when a customer first contacts support to when their issue is resolved. Longer times could indicate staffing shortages or more complex issues that need escalation.

First contact resolution (FCR): This tracks the percentage of customer issues resolved on the first contact. If you aren't meeting this KPI, look for ways to simplify processes or provide additional resources to support reps.

Churn rate: This is the percentage of customers who stop doing business with you over a period of time. It's the not-so-fun metric that tells you how many customers have broken up with you.

Retail management KPI dashboard Excel template

Screenshot of a retail management KPI dashboard in Excel

A retail management KPI dashboard template for Excel gives you a high-level view of your shop's health and areas for improvement so you can make data-driven decisions to boost sales, cut costs, and provide the best customer experience. If numbers start to slip into the danger zone, take action before you end up on the wrong end of a "going out of business" sale.

Return rate: This measures the percentage of products that boomerang back to you after purchase. It's a reality check on product satisfaction, quality, and potential gaps in customer expectations versus reality.

Average deal size: This calculates the average value of each sale, giving you a glimpse into whether your customers are just nibbling on small purchases or going for the big-ticket items.

Sales by contact method: This measures the percentage of sales generated by each contact method, such as email, phone, or in-person visit, highlighting customer preferences and the effectiveness of each contact strategy.

Shrinkage: This is the not-so-magical act of inventory disappearing due to theft, damage, or errors.

Financial KPI dashboard Excel template

Screenshot of a Financial KPI dashboard in Excel

Financial KPI dashboards aren't exactly the stuff of action movies. But if you want to keep your company from going belly-up, you've got to keep an eye on the numbers. This Excel KPI dashboard template provides an overview of your company's key financial metrics, allowing you to monitor financial health and spot potential issues.

Gross margin: Measures the difference between revenue and cost of goods sold (COGS), expressed as a percentage.

Profit margin: The ultimate litmus test of your company's financial health, profit margin tells you what percentage of sales has transformed into profits.

Cash flow: Tracks the amount of cash coming in and going out of a business. It's the financial equivalent of monitoring your hydration level—too little, and your business could be gasping for liquidity.

Return on investment (ROI): Reveals the effectiveness of your investments by comparing the net profit to the cost of the investment. It effectively calculates how much bang you're getting for your buck.

Debt-to-equity ratio: Compares a company's total liabilities to its shareholder equity and is used to evaluate its financial leverage. It reveals how much of your business is financed by debt versus what you actually own.

Supercharge your KPI Excel dashboard with automation

While KPI dashboards may not be the most exciting part of your job, they are essential. A good KPI dashboard gives you transparency and insight into your organization's performance, so you can make improvements, reduce churn, and increase loyalty and lifetime value. And that means very good things for your business's bottom line.

Improve your productivity automatically. Use Zapier to get your apps working together.

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19 Best Free Marketing & Sales Templates for Microsoft Excel

Published: January 15, 2024

In my experience, sales and marketing Excel templates can help you expedite your data analysis and reporting.

marketing and sales templates for excel shown on a laptop

To help those of you looking for a way to sharpen your Microsoft Excel skills , I've put together a detailed list of templates you can start using to simplify your sales and marketing tasks.

10 Excel Marketing Templates

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Marketing Excel Templates

Sales excel templates, project management excel templates, free excel spreadsheet templates.

Marketing Planner Excel Template
Excel Marketing Budget Templates
Marketing Dashboard for Excel
Excel Monthly Marketing Reporting Template
SMART Goal Excel Marketing Template
Excel On-Page SEO Template
Google Ads Campaign Excel Tracker
Excel Lead Tracker Template
Excel Sales Conversion and Close Rate Calculator
Excel KPI Dashboard Template
Excel Ecommerce Planning Template
Excel Contact List Template
Excel Sales Forecasting Template
Excel Sales Metrics Calculator Template
Excel Social Media Planning Template
Excel Blog Editorial Calendar Template
Excel Work Log Template
Excel Social Media Content Calendar Template
Excel Product Launch Plan Template

Why use sales and marketing Excel templates?

Many of us can recall a time in high school when we were sitting in math class and thinking, “When am I ever going to use this stuff in the real world?”

And then we suddenly find ourselves in the real world, only to realize that numbers do play a pivotal role in what we do. At least that’s true for me when it comes to digital marketing and sales.

The trouble is, many Excel templates and spreadsheets are riddled with numbers and formulas that aren’t all that inviting. And making them from scratch can be especially intimidating.

While I won't argue with that, I will say that the advantages of using Excel to organize information and streamline tasks are unparalleled.

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Benefits of Microsoft Excel Templates

Microsoft Excel has many capabilities, formulas, and shortcuts :

It stores data and has tools for data analysis.
It performs calculations and allows you to use code for automation.
It allows you to create social media schedules, editorial calendars, campaign trackers, and more.

Before I start talking about all things Excel templates, now’s your chance to refresh your knowledge with this helpful crash course on Microsoft Excel fundamentals .

Whether you need a source-of-truth for stakeholders to look at or a way to track the progress on a specific marketing plan or campaign, here’s a list of my favorite Excel templates to help get the job done.

1. Marketing Planner Excel Template

Download Your Free Excel Marketing Planner Template

This marketing planner template for Excel contains everything you need to plan a wide variety of email marketing campaigns . It contains specific columns for the emails’ topic, owner, status, and subject line.

You can supplement this template with a full-on marketing plan , written in Word or Google Docs format.

What I like: You can easily use this template to plan any other progressive marketing effort, such as blogging, content writing, or social media marketing. Simply change the titles of the columns to fit your specific marketing plan, and use the column to the left to track the dates of implementation.

Featured Resource: Microsoft Word Marketing Plan Template

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2. Excel Marketing Budget Templates

Download Free Marketing Budget Templates for Excel

If you want to avoid a budgeting mess at the end of the month or quarter, take a look at this collection of marketing budget templates designed to help you better organize your marketing spend.

Check out the master marketing budget template which allows you to generate a high-level visualization of your monthly and quarterly marketing budget.

What I like: From product marketing and website redesign to content marketing and events, these templates serve as a guide for marketers to visualize and track their expenses to avoid overspending.

3. Marketing Dashboard for Excel

Download Your Free Excel Marketing Dashboard

This particular tool allows you to enter metrics by campaign to auto-populate visual and easy-to-read charts. As a result, you can visualize the effectiveness of spending and activity across multiple initiatives.

You can also track the progress of different campaigns and marketing efforts, such as website content and email marketing, as well as ad spend and sales by platform.

What I like: There is no shortage of data to monitor when it comes to marketing. This template makes it easy to understand your marketing ROI and prove the effectiveness of your campaigns to stakeholders and leaders at your company.

4. Excel Monthly Marketing Reporting Template

Download Free Excel Marketing Reporting Templates

To simplify your reporting, check out these monthly marketing metrics templates and the corresponding PowerPoint template. Each month, you can update them quickly and easily to reflect your monthly visits, leads, customers, and conversion rates.

From there, you'll have everything you need to track and report on which channels are performing best.

What I like: I mean, come on — is there a feeling sweeter than hitting all of your goals for the month? Leadership loves to see ROI, and these spreadsheets can prepare comprehensive reports of your marketing metrics to send to your boss.

5. SMART Goal Excel Marketing Template

Download Your Free Excel SMART Goal Template

Whether you're planning for a new year, quarter, or month, defining a clear set of goals is critical for driving the direction of your marketing efforts..

Start with these SMART goal planning templates . Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will help you set your team up for success.

What I like: Its user-friendly and readable format makes it one of the most shareable options on this list. You can easily send it over to your stakeholders without worrying about formatting.

6. Excel On-Page SEO Template

Download Your Free Excel SEO Marketing Template

When it comes to SEO , there‘s a lot for marketers to remember to see results.If you’re looking for the light at the end of the tunnel, pull up this handy SEO template created in Excel .

Designed to make the process of managing your SEO efforts a whole lot easier, marketers can use this template to guide their strategy step-by-step or pass it off to their webmaster to serve as a helpful guide.

What I like: This template focuses on keywords and SEO best practices, while also providing tips and tricks to identify nuances and increase productivity.

7. Google Ads Campaign Excel Tracker

Download Your Free Excel PPC Campaign Tracker

If you’re doing your Google Ads campaigns right, they probably aren't “walks in the park.” This Google Ads tracking template is a marketing campaign template that can keep you on top of your Google Ads game.

It‘ll help you catch mistakes and implement best practices across all the different campaigns and ad groups you’re running — for the top, middle, and bottom of the funnel.

What I like: It’s a perfect complement to that SEO template you've started using. Plus, this tracker will help you get the most bang for your buck from all of those ad campaigns you’re running.

8. Excel Lead Tracker Template

Download Your Free Excel Marketing Template for Lead Tracking

It's no secret that sales and marketing have a pretty rocky relationship history.

With this customizable lead tracking template in your toolbox, you'll have the information you need to reduce tension and define a concrete monthly lead generation goal. You’ll also be able to track and measure the success of specific lead generation channels and keep close tabs on your current sales close rates.

What I like: You can easily supplement this lead tracker with a marketing-sales SLA template to better align your sales and marketing teams — and get one step closer to crushing your goals.

Featured Resource: Microsoft Word SLA Template for Marketing & Sales

9. excel sales conversion and close rate calculator.

Download Your Free Excel Conversion Calculator

You have to set a conversion goal, but you don't know where to start. It sounds like you could use a hand in calculating your leads and traffic goals. Luckily, there's an Excel template for that .

What I like: You won’t have to sort through these numbers on your own. This template will take care of the math and give you a clear picture of what you need to accomplish to achieve your conversion goals.

10. Excel KPI Dashboard Template

Download Your Free Excel KPI Dashboard

If you’re a fan of the monthly metrics template, you might want to grab a copy of this template as well. The essential KPI tracker, shown above, takes the metrics your marketing team has agreed to track and describes them in more detail.

What I like: Using this template, you can assign specific employees to each KPI, define the frequency at which you'll monitor each KPI’s performance, and assign each KPI a color that reflects the quality of that KPI’s performance.

For example: Let’s say one of my company’s KPIs is organic traffic. I could set up my template such that 100 page views per month are red (poor performance), 500 page views per month are yellow (stable performance), and 1000 page views per month are green (great performance).

Sales is a number-heavy field. Whether we’re talking about sales goals or closed-won ratios, here are a few of my top templates to help expedite the process.

11. Excel Ecommerce Planning Template

Download Your Free Excel Ecommerce Planner Template

Ecommerce stores come with many moving parts. This template, which also includes an ecommerce sales plan and go-to-market template, includes dedicated space for each of your ecommerce vendors.

The kit also includes a marketing plan that guides you through market research, target market analysis, channels and vendors, and more.

What I like: Once your ecommerce store is live and running, you can use the conversion template to track performance across vendors and platforms where products are listed to give you a holistic view of your efforts.

12. Excel Contact List Template

Download Your Free Excel Contact List Template

In a business, the most important people are your customer or client base. Although your current customers constantly need to be nurtured, focusing on your contact or prospect list is also essential.

The information needed to build a prospect list is elementary. You can use this template to start building this list with the person's name, title and company, location, and contact information. Additional information could include their industry, employee size, company description, and pain points.

What I like: Once you’ve used a template like this one, you’re ready to upgrade to a CRM , which stores the same information in a more user-friendly format.

13. Excel Sales Forecasting Template

Download Your Free Excel Template for Sales Forecasting

Sales forecasting is similar to weather forecasting. Without the proper tools, it’s impossible to get an accurate idea of what’s ahead.

Excel sales forecasting helps with business planning, budgeting, and risk management. Using this template will help you track business sales, accurately predict your sales revenue, and plan for future growth.

What I like: Sales forecasting is challenging, but this spreadsheet formula makes the process easier. Ultimately, it helps strengthen the sales strategy that you build for your company.

14. Excel Sales Metrics Calculator Template

Download Your Free Excel Sales Metrics Calculator

Sales are complex. Once you add sales metrics into the picture, the complications increase.

Not only does this template help you keep track of sales, but it keeps track of your salespeople too. With the sales metrics calculator template, you can calculate customer retention rate, win rates, product revenue, and employee turnover rate.

What I like: I know there are many numbers and figures to calculate, track, record, and document when it comes to sales. This interactive Excel spreadsheet will help you get the job done.

Specific projects require a specific setup, but sometimes, the setup itself can be the most exhausting part. I’ve compiled the following templates to help you manage general projects and track your progress for specific tasks.

15. Excel Social Media Planning Template

Download Your Free Excel Social Media Planner

You might already use a social media scheduler to manage and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.

This social media posting schedule allows you to draft each social post — the time it will post, the message you want to publish, and any link you want to accompany your message (blog post, registration page, an ebook landing page, etc).

What I like: Most social media schedulers allow you to upload social post copy in bulk from a spreadsheet. Once you've drafted all of your social posts for the week, month, or quarter, you can easily sort them by social network and import them into your social media platform of choice.

16. Excel Blog Editorial Calendar Template

Download Your Free Excel Editorial Calendar Template

Blogging plays a significant role in your ability to attract visitors and leads to your website. But managing a blog is one of those responsibilities that's easier said than done.

Use this editorial calendar template as the starting point for keeping track of all of your business‘ content. It’ll help you be more mindful of topic selection, buyer personas, keyword inclusions, and CTA alignment.

What I like: When I’m struggling with ideation, consistency, or simply just lacking organization, an editorial calendar helps me refocus my blogging efforts to generate even more traffic and leads.

17. Excel Work Log Template

Download Your Free Excel Work Log Template

How do you keep track of the day-to-day progress of your company, especially when there are people, tasks, and timelines to monitor? A work log template is essential to keeping track.

This template provides you with a project overview that makes tracking easier than ever. The work log template tracks tasks, time, status, and comments.

What I like: If you’re not ready to commit to a project management software , you can still monitor the life cycle and progress of your projects with this spreadsheet.

18. Excel Social Media Content Calendar Template

Download Your Free Excel Social Media Calendar

Since you’re probably generating tons of clicks from your Google Ads campaigns and writing amazing content, I’d imagine you'll need some help figuring out how to spread the love on social media.

The social media calendar template is the perfect resource for helping you scale and streamline your social media marketing.

What I like: When you use Excel to break out separate worksheets for each social network you‘re using, you’ll be able to keep a repository of content ideas, so you‘re never struck by writer’s block and always have something to post.

19. Excel Product Launch Plan Template

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Excel Tutorial: How To Keep Track Of Customer Orders In Excel Template

Introduction.

Keeping track of customer orders is crucial for any business to ensure smooth operations and customer satisfaction. Excel offers a convenient and efficient way to organize and manage customer orders through templates . In this tutorial, we will guide you through the process of setting up an Excel template to effectively keep track of customer orders, helping you streamline your business processes and improve customer service.

Key Takeaways

Keeping track of customer orders is crucial for smooth operations and customer satisfaction
Excel offers a convenient and efficient way to organize and manage customer orders through templates
Setting up an Excel template can streamline business processes and improve customer service
Utilizing Excel formulas, filters, and sorting features can enhance order tracking and management
Generating reports from customer order data can provide valuable insights for business analysis and decision making

Setting up the Excel template

When it comes to keeping track of customer orders, using an Excel template can be a simple and effective solution. Setting up the template properly is key to efficient order management. Here’s how to get started:

A. Creating a new Excel workbook

Open Excel and start a new workbook to work with. You can choose a blank workbook or use a pre-made template to save time.
Save the workbook with a meaningful name that reflects its purpose, such as “Customer Order Tracker”.

B. Designing the layout for easy data entry

Decide on the layout of your tracker, keeping in mind the information you need to collect for each customer order.
Consider using separate sheets for different types of orders or different customers to keep things organized.
Set up clear and easy-to-use forms for data entry.

C. Adding necessary column headers

Insert the necessary column headers to capture important information about each customer order. This may include the customer’s name, order date, product or service ordered, quantity, price, and order status.
Use bold or color to make headers stand out and help with quick navigation within the template.
Consider adding additional columns for tracking order fulfillment, payment status, and any other relevant details.

Entering customer order details

Keeping track of customer orders is crucial for any business, and Excel provides a convenient and efficient way to do so. Here's a step-by-step guide on how to enter customer order details in an Excel template.

A. Inputting customer information

Start by creating a new worksheet in Excel and labeling the columns for customer information, such as name, address, email, and phone number.
Enter the customer details in the respective columns, ensuring accuracy and consistency in the information.

B. Recording order details such as date, product, quantity, and price

Create additional columns for order details, including the date of the order, product name, quantity, and price.
Enter the order details for each customer, making sure to accurately record the product, quantity, and price for each order.

C. Using data validation for accuracy

Utilize Excel's data validation feature to ensure the accuracy of the entered customer and order details.
Set up data validation rules to restrict the input of certain data types or ranges, preventing errors and inconsistencies in the customer order records.

By following these steps, you can effectively input and track customer order details in an Excel template, ensuring accurate and organized record-keeping for your business.

Creating Formulas for Order Calculations

When it comes to keeping track of customer orders in an Excel template, it's crucial to have accurate calculations for total order cost, discounts, taxes, and inventory levels. Here's how you can create formulas to streamline these processes:

A. Calculating Total Order Cost

One of the most basic and important calculations is determining the total cost of an order. This can be done by multiplying the quantity of each item ordered by its unit price and then summing up the results for all items in the order.

B. Applying Discounts or Taxes if Necessary

If your business offers discounts based on order quantity or applies taxes to certain products, you'll need to incorporate these into your Excel template. Formulas can be used to automatically apply discounts or taxes based on predefined conditions.

C. Using Formulas to Update Inventory Levels

Lastly, it's important to have accurate and up-to-date inventory levels to avoid overselling or running out of stock. Formulas can be created to subtract the quantity of items in each order from the current inventory levels, providing a real-time view of stock availability.

Utilizing filters and sorting features

When managing customer orders in an Excel template, it is essential to make use of the filters and sorting features to keep the data organized and easily accessible. Here are some ways to effectively utilize these features:

Organizing customer orders by date, product, or customer name

By Date: Use the filter feature to organize customer orders by date, allowing you to quickly view orders placed on specific dates or within a certain timeframe.
By Product: Sort orders by product type to easily identify the quantity and frequency of orders for each product.
By Customer Name: Filter customer orders by their names to track individual customer preferences and purchase history.

Filtering out completed orders for easy tracking

Utilize the filter feature to exclude completed or fulfilled orders from the main view, making it easier to focus on pending or ongoing orders that require attention.

Sorting orders for better visualization

Sort customer orders by various criteria such as date, product, or customer name to gain a better understanding of the overall order patterns and trends.
Use the sorting feature to arrange orders in ascending or descending order, allowing for a clearer visual representation of the data.

Generating reports from the customer order data

Keeping track of customer orders in Excel is a great way to manage and analyze your business's sales data. Once you have input all the necessary information, you can use the data to generate reports that will provide valuable insights into your customer's buying habits and preferences.

Using pivot tables to analyze order trends

Pivot tables are a powerful tool in Excel that allows you to summarize and analyze large amounts of data. By creating pivot tables based on the customer order data, you can easily identify trends in sales, such as which products are selling the most, or which customers are making frequent purchases.

Grouping products or customers to analyze sales trends
Sorting and filtering data to focus on specific trends
Adding calculated fields to analyze profit margins

Creating visual charts to identify popular products or frequent customers

Visual charts are a great way to present your customer order data in a more digestible format. By creating charts and graphs based on the data, you can easily identify popular products or frequent customers, which can help you make informed decisions about your inventory and marketing strategies.

Creating bar charts to compare product sales
Generating pie charts to visualize customer buying preferences
Utilizing line graphs to track sales trends over time

Exporting reports for further analysis

Once you have generated your reports and analyzed the customer order data, you may want to further analyze the data in other software or share it with colleagues. Excel allows you to export your reports in a variety of formats such as PDF or CSV, making it easy to collaborate and present your findings.

Exporting reports for use in other software or databases
Sharing reports with colleagues for collaborative analysis
Presenting findings to stakeholders or management

In conclusion, keeping track of customer orders is crucial for businesses to ensure efficiency, accuracy, and customer satisfaction. The Excel tutorial we have provided offers a comprehensive template that can help businesses monitor and manage customer orders effectively . By utilizing this Excel template , businesses can streamline their order tracking process and make informed decisions to improve customer service and increase overall productivity . We highly encourage businesses to implement this Excel template for efficient order tracking and improved business operations.

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How to Create a Customer Database in Microsoft Excel: Step-by-Step Tutorial and Template

By Lauren Cho | July 13, 2022

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Microsoft Excel offers a simple way to create, organize, and sort a customer database. We’ll walk you through how to do each step using a customizable template. You’ll also learn how to personalize the look of the database.

We’ve included easy-to-follow instructions for creating a database with photos of each step, a downloadable template , and an example customer database to get you started!

How to Create a Customer Database in Microsoft Excel

Creating a customer database in Microsoft Excel is fairly straightforward when you use a template. Gather the data you want to include, and then download a customer database template. We’ll walk you through the steps to complete it below.

Download Microsoft Excel Customer Database Spreadsheet Template

Download Customer Database Spreadsheet Template — Microsoft Excel

This template is prefilled with some common customer database fields that you can change easily to suit your needs. It is also pre-formatted to simplify sorting and filtering your results. Check out our collection of Excel customer database templates for more options, and for more examples of personal data list templates, see our list of contact list templates and client list templates .

Anatomy of a Customer Database

Maintaining an updated customer database can benefit customer relationship management (CRM) by ensuring that client contact and purchasing details are current. For more examples of how to use templates to assist in CRM, check out our list of free CRM templates .

First, let’s define some terminology. A database is a set of data organized into rows and columns. This formatting makes it easier to read and reference the data.

Database entries are divided into records (or rows), and fields (or columns). A record is one row of a database that shows information about a single subject. In this example, a record is a single customer and their corresponding information.

A field is one column of a database that contains all of the information in a single category; for example, you would enter phone numbers or names in a field.

Follow the steps below to easily complete a database template, with customizable records and fields.

1. Prepare the Customer Database

Decide the type of customer information you want to include in the database. In this example, we are using first and last names, phone numbers, customer identification numbers, city, country, and invoice numbers. You can name every field and enter any type of data in this fully customizable template.

2. Enter Customer Information

Click the Tab key on the keyboard to navigate the spreadsheet and enter data in each record’s field.
Go record by record and enter the customer information you have on file. If you do not have all of the information you need, check your client info forms . Pro Tip: Keep the format for each field consistent. For example, if one phone number uses parentheses, all of them should use parentheses. Enter countries as full names or acronyms consistently.

3. Sort the Data

You can sort records alphabetically. Click the drop-down arrow in the Last Name cell (C3).

Microsoft Excel Customer Database Example Template

Download Customer Database Example Template — Microsoft Excel

This template is an example of a customer database for use in Microsoft Excel. The template has been prefilled with sample customer data, but each cell and field is fully customizable. Change the field headings and fill in customer data to create a database that is organized and easily searchable.

How to Format a Customer Database in Microsoft Excel

There are many formatting options to customize the look of a customer database in Excel. Learn to change colors and fonts, add logos, add or change borders, and more.

Format Cells in Excel

To format a single cell, right-click the desired cell. Click Format Cells… Cycle through the menu options Number, Alignment, Font, Border, Fill , and Protection to change number styles, fonts and colors, add or change borders, change the alignment, and protect these cells.

Change the Background Color of a Cell

Click the cell you want to change. Right-click and click Format Cells...
Click the Fill tab.

Change the Font

Click the Font tab.

Add or Remove Borders Around Cells

Click the Border tab.

Change the Alignment of the Text Within a Cell

Click the Alignment tab.

Change the Display Style of Numbers

Click the Number tab.

Add Logos and Pictures

Click the area where you would like to add a logo or picture.
Click the Insert tab on the ribbon.

Protect Your Database from Unwanted Changes

When you have completed customizing the customer database, you should protect it from accidental changes. Click anywhere on the spreadsheet. (Note: You can also highlight and select specific cells.)
Click the Review tab on the ribbon.

You can set a password for your document. Users without the password can only perform the actions that you select in this window. Users with the password will have full editing capabilities.

Tips for Working With a Customer Database in Microsoft Excel

There are a number of ways to use a customer database in Excel. We’ve outlined steps to sort, filter, and automatically number the rows in your database below.

How to Filter Your Records by Specific Fields

To find the records that match certain criteria (in this example, customer records from the same city), format your data as a table by highlighting all of the data you have entered, including your field titles.

The Create Table window will open. If your data is already highlighted, the Create Table window will automatically populate with the location of your data.

Next, right-click on the cell you would like to filter your results by. In this example, we only want to see the records of customers that come from Tracy.

The records that do not contain the word “Tracy” in the City field will be hidden from view. To reveal the hidden records, click the arrow button in the City field.

Easily Create, Customize, and Maintain a Customer Database in Smartsheet

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Here’s how i work online efficiently without a pc, here's how to ensure a smooth switch from samsung messages to google messages, quick links, how to access templates inside of excel, weekly chore schedule template, vacation items checklist template, movie list template, wine collection template, book collection template, video game tracker template, subscription and membership tracker template, conversational ice breaker tracker template, car repair tracker template.

Microsoft Excel is known for being an excellent tool for tracking things like a budget , inventory, or sales and revenue. But there are so many templates available you might not realize exist that can help you track just about anything.

You might use a list app to track chores or to keep track of the movies you want to watch. If you already use Excel, why not take advantage of it for tracking these types of things too? It just might save you some time.

You can access the below templates in the Excel desktop app or via the Microsoft template website . On your desktop, open Excel and go to the Home section. Select "More Templates" and then use the Search box or browse the categories.

In our examples below, we'll include web links to the templates so that you can view them online. Some templates are available for use in Excel for the web or as a download to use in the desktop application.

Does everyone in your home pitch in with chores? If so, making sure everybody knows what they're responsible for is key to getting it all done . Try this Weekly Chore Schedule template that you can print and then pop up on the fridge or family bulletin board.

This weekly chore list gives you spots for all the tasks along the left. Then, it's easy to add the person who's responsible for each task on any given day. Each family member can then add a checkmark when they complete the chore.

Booking flights, scheduling rental cars, finding accommodations--- planning a vacation takes work. When it's time to get ready for your trip, make sure you've got everything you need with this Vacation Items Checklist .

Add to-dos to the list such as confirming hotel reservations or notifying neighbors you'll be away. Then, assign a category to the item so you can use the filters on the right to see all the items in that category.

The template also has spots to mark items complete as you prepare for your trip.

It can be hard to remember every movie you've seen and those you want to watch too. Create a list of the movies you've watched or those you want to watch next with the Movie List template .

Related: How to Keep Track of the TV Shows You're Watching

Simply add the movie details including year, starring actors, director, genre, and rating. Then, include your own review from one to five stars and enter notes about the movie you don't want to overlook.

If you're a wine connoisseur or simply want to keep track of the wines you've tried, the Wine Collection template is a handy tool.

This template features a table where you simply add the details for each wine, including the vineyard or winery, vintage, color, country of origin, and region. Then, mark your favorites and add notes.

Similar to the wine collection template is one for listing books . This list gives you a convenient way to log all of the books you've read and add notes about the plot, characters, or conflicts.

The Book Collection List template offers tons of space for basic details such as author, publisher, date, and edition. You can then add extras like language and translator, cover type, number of pages, the condition of the book, and its location on your shelf.

Gamers usually have a good mental list of the games they've played or want to play. But with the Video Game Tracker template in Excel, you can log those other details that may not be as easy to remember.

Include the platform, the character you played, your high score, any achievements, the highest level achieved, and the percentage of levels completed inside the tracker.

Then, use the additional sheets to track friends of yours who play as well. You can include their gamer tags and notes. The other sheet allows you to log details for gaming events, including the cycle and date.

From application subscriptions to memberships for clubs or teams, you can keep track of it all with this Subscription and Membership Tracker template .

Related: How to Add Loyalty and Membership Cards to Google Pay

Add the name of the subscription or membership , the date you paid, the amount, length, and renewal date along with the payment method. You can also include notes for choosing a lengthier renewal or not renewing at all.

While many people are pros in social situations, others may struggle. Using this Conversational Ice Breaker Tracker template , you can prepare for business or personal conversations ahead of time.

Create your list of ice breakers or the things you can say to start a conversation. Then, include the type of situation, whether professional or personal. After you use the ice breaker, come back to your sheet to track how well it worked.

Add details for when you used it and if you'd use it again. Be sure to enter any notes about the ice breaker to help in the future.

Keeping a log of car repairs or vehicle maintenance is important. You'll want to know when a service was performed, by whom, and how much it cost. These are the types of things you can track with the Car Repair Tracker template .

Related: How to Track Your Routine Car Maintenance With Dash

Include the date, cost, vehicle (if your household has more than one), the service or repair center, and a description. Whether your family has only one vehicle or several, you can stay on top of repairs and maintenance right in Excel.

These templates are just scratching the surface of what you'll find in Excel. Other templates exist such as a Credit Card Tracker , a Weekly Assignment Schedule , and a Gas Mileage Tracker .

With these Excel templates, you can stay on top of things. And if this sparks an idea for another option, look at how to create a custom template of your own in Excel.

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Top 5 Excel Sales Tracking Templates for 2024

by Hady ElHady | Mar 13, 2024

What Is Sales Tracking?

Sales tracking is a method used to record and monitor the progress of the sales process. It involves tracking key performance metrics such as customer data, product sales, market trends, and customer feedback. By recognizing patterns in these metrics, businesses can make data-driven decisions that support their overall success.

Using Excel Sales Tracking Templates helps streamline the process of tracking sales data. These templates contain pre-programmed formulas and processes that help to quickly and accurately organize large volumes of sales information into one comprehensive report. With the proper Excel Sales Tracking Template, businesses can track their performance trends over time, identify areas for improvement and maximize their efficiency.

How to Use Excel for Sales Tracking?

Before you start using Excel for sales tracking, you should familiarize yourself with the different features and functions of the program. Here are a few steps to get you started:

Create a spreadsheet: Start by creating a new spreadsheet in Excel. You can use one of the pre-made templates or create your own.
Enter data into columns and rows: Enter your sales data into each column and row on the spreadsheet. Use formulas to calculate totals, averages, and other vital metrics.
Use formulas to analyze data: Utilize pre-programmed formulas such as COUNTIF, SUMIF, and AVERAGEIF to quickly analyze large amounts of data and draw key insights.
Create charts: Create charts and graphs that visually represent your sales information. This will make it easier to interpret the data and find trends.
Create reports: Use the data to create comprehensive reports that provide a detailed overview of your sales performance.

By leveraging Excel for sales tracking, businesses can gain valuable insights into customer behavior, product performance, and market trends. With the right tools and strategies in place, companies can make more informed decisions and maximize their success.

What is an Excel Sales Tracking Template?

Excel Sales Tracking Templates are an essential tool for businesses seeking to track sales activities. They make it easy to analyze data, spot trends, and set goals. With a few clicks, managers can easily assess current performance, compare results over time, and quickly identify improvement areas. Excel templates also allow businesses to customize reports to get the most out of their data and make better decisions.

Why Use a Sales Tracking Excel Template?

Sales tracking templates can be used to store customer information, keep track of sales leads, monitor individual performance, and much more. They are beneficial for companies that operate in multiple locations or manage large teams. Excel templates provide a simple way to collect all the necessary data in one place and make it easier to access and update as needed.

To get the most out of sales tracking templates, it’s essential to choose the suitable template for your needs. An ideal template should be easy to use, customizable, and include all the features you need for your business. Many websites offer free Excel templates already formatted and ready to go, while others offer premium templates with additional features and functionalities. Either way, make sure the template you choose fits your business’s needs and can be adapted as needed.

Benefits of Using Excel Sales Tracking Templates

Excel Sales Tracking Templates offer a variety of benefits to businesses, including:

Increased Efficiency: Excel Sales Tracking Templates help streamline the process of collecting and organizing data, saving time and resources.
Improved Accuracy: Excel Sales Tracking Templates contain pre-programmed formulas that ensure accuracy and consistency when analyzing sales data.
Comprehensive Reports: Excel Sales Tracking Templates provide a comprehensive view of performance trends and customer feedback, which can help businesses make data-driven decisions.
Automated Analysis: Excel Sales Tracking Templates utilize pre-programmed formulas to quickly analyze large volumes of sales data and identify key insights.

With the right sales tracking template, businesses of all sizes will benefit from better data analysis and smarter decision-making. Excel is a powerful tool for organizing and analyzing sales data, and a suitable template can help you better manage your sales team and achieve a higher level of success. With Excel templates, businesses can gain valuable insights into their customer base and identify new growth opportunities. So make sure to find the right one for your business today.

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Sales Lead Tracker for Excel, PDF, Google Sheets

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Template Highlights

Our lead tracker template is available for download as an Excel workbook, in Google Sheets, or as PDF.
Begin with the Introduction tab, which includes detailed instructions on using the lead tracker template.
In the Configuration tab, label the four sales stages that your organization uses.
To enter a new deal, go to the Data tab and add the required information to the Deals table.
Active leads are listed by Follow Up Date.
Be sure to update the data in each of your deals as they progress through the four sales stages.
When you close a deal, update the status to Won or Lost and change the Close Date.
Dashboards and Reporting features are also available in the workbook.

Importance of lead tracking

When you’ve identified individuals who may have an interest in the product or service you’re selling (i.e., leads), tracking them will help you:

Improve your organization : If you properly implement a lead tracking process, you’ll have a clear picture of all your leads and their different stages. Instead of letting promising leads slip through the cracks, you can prioritize them and schedule follow-ups.
Better understand customer behavior and preferences : An analysis of your lead data can give you a better idea of what your customers want.
Optimize your lead generation approach : Lead tracking tells you what worked and what didn’t in your sales process. With this information, you can refine your strategy to improve conversion rates.
Boost revenue : Lead tracking puts you in a prime position to convert leads, helping you smash sales targets.

How to fill out HubSpot’s lead tracking spreadsheet

If you need a lead tracking spreadsheet, look no further than our template, which is available in three formats. Here’s how to get started:

Enter your contact details and download HubSpot’s sales lead tracker in Excel, Google Sheets, or PDF format.
Read everything in the Instructions tab. This explains the configuration, entering new deals, the reporting process, and various other steps for getting the most from your spreadsheet.
Navigate to the Configurations tab and specify your company’s sales stages. The examples listed are lead, opportunity, demo, and quote.
Populate the Data tab with information on your leads and deals. You should add all the details you have, such as the company name, contact person, email address, win probability, deal stage, and deal status.

Best practices for using HubSpot’s lead tracker

After you’ve filled in your sales lead tracker, follow these tips to get the most out of it:

Double-check that all your deals are labeled correctly. This ensures that you see open and closed deals in different spreadsheet tabs.
Regularly review your Leads Dashboard to get an overview of your conversion rates, deal sizes, deal statuses, deals lost by stage, and deals lost by value.
Whenever you get new data, update your lead tracking spreadsheet to ensure all the statistics are correct.

Frequently Asked Questions

How should you organize sales prospects, is the lead tracking spreadsheet free, can i track leads without a lead tracking template, can i share my lead tracking spreadsheet with others, related tags:.

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How to Keep Track of Clients in Excel (Download Free Template)
Step 3 - Generate Client Tracker. Make a new sheet for the tracker. Create the column headers in the client tracker worksheet. We can create a Data validation through which we can click on our required client name and their activities. Choose cell B5 to cell B11. Click on the Data tab in the ribbon. From the Data Tools group, click on Data ...
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Customer Visit Reception Registration Form. View our free and editable Customer visit templates for Excel or Google Sheets. These Customer visit spreadsheet templates are easy to modify and you can customize the design, the header, table, formulas to suit your needs. Download now to finish your work in minutes.
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About this template. A Customer Visit Report Template is a report containing data collected by a sales representative on visited customers. Create an excel based report for your sales team to keep track of the time they spend on visiting customers and the products they are selling. Mark a check-mark on the excel sheet for the visit to get an ...
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Client Visit Tracking Report Template
4. Increased efficiency: A well-organized client visit tracking report can save your team time and effort, allowing them to focus on building relationships and closing deals. 5. Seamless integration with Lark: This template can be easily integrated with Lark's suite of tools, allowing your team to collaborate and communicate more effectively.
How to Track your Clients with Excel
STEP 1: SET UP YOUR NEW EXCEL SHEET. In order to properly set up your sheet, you need column names for each of the categories of data that you'll be tracking about your clients. It's important to have a place for each vital piece of information that helps you track your clients individually as well as your business as a whole.
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How to Use the CRM Template in Excel. Sorting and Filtering: This template is designed around the spreadsheet's built-in Sorting and Filtering features. With a couple clicks on the arrow in the column header, you can do things such as: Order the table based on the Estimated Sale value. Filter out customers from the list where the Lead Status is ...
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Template 1: Basic Sales Tracker. If you're looking for a simple and easy-to-use sales tracking template, look no further than Template 1: Basic Sales Tracker. This template is perfect for small businesses or individuals who want to keep track of their sales orders, revenue, and profit in a straightforward manner.
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How to Access Templates Inside of Excel. You can access the below templates in the Excel desktop app or via the Microsoft template website. On your desktop, open Excel and go to the Home section. Select "More Templates" and then use the Search box or browse the categories. In our examples below, we'll include web links to the templates so that ...
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Free Sales Lead Tracker Template for Excel
Our lead tracker template is available for download as an Excel workbook, in Google Sheets, or as PDF. Begin with the Introduction tab, which includes detailed instructions on using the lead tracker template. In the Configuration tab, label the four sales stages that your organization uses. To enter a new deal, go to the Data tab and add the ...