SheetFix AI

Lead Tracker Template

A lightweight CRM in a spreadsheet: log leads with their stage, source, and next-action date, then count leads per stage and calculate your conversion rate automatically.

Stage, conversion & follow-up formulas
Leads in a stage: =COUNTIF(StageRange,"Negotiation")
Conversion rate:  =COUNTIF(StageRange,"Won")/COUNTA(LeadNames)   (format as %)
Follow-ups due:   =COUNTIFS(NextActionRange,"<="&TODAY(),StageRange,"<>Won")
Source breakdown: =COUNTIF(SourceRange,"Referral")

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How to use it

  1. Create columns for lead name, source, stage, owner, and next-action date.
  2. Use COUNTIF to see how many leads sit in each stage.
  3. Calculate conversion rate as won leads divided by total leads.
  4. Use COUNTIFS to surface follow-ups due today or earlier.
  5. For a full pipeline value forecast, describe your fields in SheetFix AI to get the weighted SUMPRODUCT.

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