Sales Lead Tracking Template

This is a basic template for Sales Lead Tracking. We intentionally kept it simple to allow you to easily unde

💡Here's how it works:

Dashboard Displays an overview of all of your sales team members and their performa
Owner1-5 Here you are able to record the leads and their data for individual salespeop

Any questions or comments about this template? Please reach out to moritz@golayer.io
Looking for additional templates? Check out our blog at blog.golayer.io/resources

This template is brought to you by Layer, a tool for powerful collaboration on top of Google Sheets.

With the Layer add-on, you can...

Share Parts Of Your Sheets Request and Collect Data

Define individual access and editing Automate repetitive data aggregation

permissions for your file down to the cell level tasks, set deadlines, and monitor progress
simple to allow you to easily understand it and customize it according to your needs.

team members and their performance.

their data for individual salespeople and track their progress.

z@golayer.io

on top of Google Sheets.

uest and Collect Data Monitor and Approve Changes

mate repetitive data aggregation Keep track of inputs and proposed changes by
set deadlines, and monitor progress collaborators and manually accept or reject them
Sales Compensation Dashboard

Company name: Company

Sheet name Name Manager Email address

Owner1 Name Manager name owner@company.com
Owner2 Name Manager name owner@company.com
Owner3 Name Manager name owner@company.com
Owner4 Name Manager name owner@company.com
Owner5 Name Manager name owner@company.com
Phone Leads Customers
+1-212-456-7890 5 3
+1-212-456-7890 5 3
+1-212-456-7890 5 3
+1-212-456-7890 5 3
+1-212-456-7890 5 3
Company

Owner: Name
Manager: Manager name
Email address: owner@company.com
Phone: +1-212-456-7890

Name Company Email address

John Smith Company john.smith@company.com

Bob James Company bob.james@company.com
Carrie Owens Company carrie.owens@company.com
Clair Gaines Company claire.gaines@company.com
Linda Jacobson Company linda.jacobson@company.com
Number of leads: 5
Number of customers: 3

Role Status Projected sale Last date of contact

Sales Consultant Customer Software 1/1/2022

CEO Prospect Equipment 1/1/2022
Founder Customer Software 1/1/2022
Marketing Manager Customer Software 1/1/2022
CFO Nurture Equipment 1/1/2022
Next action Date of next contact Source Address Phone

Call 1/1/2022 Website 1 St., Place +1-212-456-7890

Email 1/1/2022 Social media 1 St., Place +1-212-456-7890
None 1/1/2022 Website 1 St., Place +1-212-456-7890
Send invoice 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Call 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Company

Owner: Name
Manager: Manager name
Email address: owner@company.com
Phone: +1-212-456-7890

Name Company Email address

John Smith Company john.smith@company.com

Bob James Company bob.james@company.com
Carrie Owens Company carrie.owens@company.com
Clair Gaines Company claire.gaines@company.com
Linda Jacobson Company linda.jacobson@company.com
Number of leads: 5
Number of customers: 3

Role Status Projected sale Last date of contact

Sales Consultant Customer Software 1/1/2022

CEO Prospect Equipment 1/1/2022
Founder Customer Software 1/1/2022
Marketing Manager Customer Software 1/1/2022
CFO Nurture Equipment 1/1/2022
Next action Date of next contact Source Address Phone

Call 1/1/2022 Website 1 St., Place +1-212-456-7890

Email 1/1/2022 Social media 1 St., Place +1-212-456-7890
None 1/1/2022 Website 1 St., Place +1-212-456-7890
Send invoice 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Call 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Company

Owner: Name
Manager: Manager name
Email address: owner@company.com
Phone: +1-212-456-7890

Name Company Email address

John Smith Company john.smith@company.com

Bob James Company bob.james@company.com
Carrie Owens Company carrie.owens@company.com
Clair Gaines Company claire.gaines@company.com
Linda Jacobson Company linda.jacobson@company.com
Number of leads: 5
Number of customers: 3

Role Status Projected sale Last date of contact

Sales Consultant Customer Software 1/1/2022

CEO Prospect Equipment 1/1/2022
Founder Customer Software 1/1/2022
Marketing Manager Customer Software 1/1/2022
CFO Nurture Equipment 1/1/2022
Next action Date of next contact Source Address Phone

Call 1/1/2022 Website 1 St., Place +1-212-456-7890

Email 1/1/2022 Social media 1 St., Place +1-212-456-7890
None 1/1/2022 Website 1 St., Place +1-212-456-7890
Send invoice 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Call 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Company

Owner: Name
Manager: Manager name
Email address: owner@company.com
Phone: +1-212-456-7890

Name Company Email address

John Smith Company john.smith@company.com

Bob James Company bob.james@company.com
Carrie Owens Company carrie.owens@company.com
Clair Gaines Company claire.gaines@company.com
Linda Jacobson Company linda.jacobson@company.com
Number of leads: 5
Number of customers: 3

Role Status Projected sale Last date of contact

Sales Consultant Customer Software 1/1/2022

CEO Prospect Equipment 1/1/2022
Founder Customer Software 1/1/2022
Marketing Manager Customer Software 1/1/2022
CFO Nurture Equipment 1/1/2022
Next action Date of next contact Source Address Phone

Call 1/1/2022 Website 1 St., Place +1-212-456-7890

Email 1/1/2022 Social media 1 St., Place +1-212-456-7890
None 1/1/2022 Website 1 St., Place +1-212-456-7890
Send invoice 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Call 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Company

Owner: Name
Manager: Manager name
Email address: owner@company.com
Phone: +1-212-456-7890

Name Company Email address

John Smith Company john.smith@company.com

Bob James Company bob.james@company.com
Carrie Owens Company carrie.owens@company.com
Clair Gaines Company claire.gaines@company.com
Linda Jacobson Company linda.jacobson@company.com
Number of leads: 5
Number of customers: 3

Role Status Projected sale Last date of contact

Sales Consultant Customer Software 1/1/2022

CEO Prospect Equipment 1/1/2022
Founder Customer Software 1/1/2022
Marketing Manager Customer Software 1/1/2022
CFO Nurture Equipment 1/1/2022
Next action Date of next contact Source Address Phone

Call 1/1/2022 Website 1 St., Place +1-212-456-7890

Email 1/1/2022 Social media 1 St., Place +1-212-456-7890
None 1/1/2022 Website 1 St., Place +1-212-456-7890
Send invoice 1/1/2022 Outreach 1 St., Place +1-212-456-7890
Call 1/1/2022 Outreach 1 St., Place +1-212-456-7890