The Service Sales Report template streamlines the entire sales workflow — from lead creation and updates to contract generation and performance tracking.
It automates lead management, contract documentation, and reporting through Google Sheets, Docs, and Gmail integrations — saving time and reducing manual errors.
How the Workflow is Structured
The workflow has:
Create New Lead form – Record and register new client leads.
Update Lead form – Update interaction details and track progress through the sales funnel.
Create Contract form – Generate and send contracts automatically when a deal is won.
Service Sales Report spreadsheet – Central database storing all lead, contract, and performance data.
Master Agreement (Google Docs) – Dynamic document template used for automatic contract creation.
Dashboard – Visualizes lead progression, contract performance, and sales insights.
Steps to use the template
Step 1: Install the Template
Install the template from this link: Service sales report
Once installed, the workflow will open in your Sheetgo workspace at app.sheetgo.com.
You’ll see helpful notes in the right-side panel of your workflow.
👉 Before starting, delete the sample data in the spreadsheets (but keep the headers and formulas).
Step 2: Share with Colleagues
Share the Create New Lead and Update Lead forms with your sales team.
Restrict access to the Service Sales Report spreadsheet and Master Agreement document to admins.
Share the Dashboard with management and stakeholders for visibility into performance metrics.
Refer to the following articles to share workflows, forms and files:
Step 3: Create a New Lead
Open the Create New Lead form.
Enter lead details such as:
Company Name, Address, and State Code
Contact Name, Title, Email, and Phone Number
Date of Last Contact and Contact Type (Phone or Email)
Funnel Stage (Cold, Warm, or Hot)
Optional Notes about the client
Each submission automatically populates the Leads tab in the spreadsheet.
Step 4: Update an Existing Lead
The Update Lead form intelligently filters data based on the user’s email address.
Here’s how it works:
When the form opens, it fetches the user’s email ID automatically.
Based on that, only the Lead IDs associated with that sales rep appear in the dropdown.
After selecting a Lead ID:
The Company Name, Contact Email, and Phone Number auto-populate.
The user updates details such as:
Last Contact Date
Contact Type
Funnel Stage (e.g., Lead → Negotiation → Won)
Notes
All updates flow into the Lead updates tab, and the dashboard reflects changes automatically.
Step 5: Create a Contract for Won Leads
Once a lead’s funnel stage is updated to “Won”, that lead becomes available in the Create Contract form.
Here’s how it works:
When a sales rep opens the form:
Their email ID is automatically detected.
The form displays only Lead IDs marked as “Won” under that rep’s name.
After selecting a lead, the Company Name, Contact Work Email, and Phone Number auto-fill.
The user then adds:
Selected Services covered under the contract
Contract Value, Compensation Type, and Estimated Hours
Service End Date and Signature Date
Project Manager responsible for execution
Each submission adds a new entry to the Contracts tab in the spreadsheet.
Step 6: Automatic Contract Generation and Email Delivery
After submitting the Create Contract form, run the Contract Generation from Sales Report automation.
Here’s what happens step-by-step:
The Contract Generation from Sales Report automation is triggered.
It fills in the Master Agreement document template in Google Docs using the form data.
The completed contract is exported automatically as a PDF.
The system then sends the generated PDF via email:
To: the Contact Work Email provided in the contract form.
CC: the form submitter (sales rep) who created the contract.
To manually refresh your workflow and re-run automations:
Click Run all automations in your Sheetgo workspace — this updates data, regenerates documents, and refreshes reports.
To keep everything updated automatically, set up a Smart Schedule to trigger automations at regular intervals.
Step 7: Master Agreement (Google Docs)
The Master Agreement file serves as the document template for all contracts. It automatically replaces placeholders with real data from each contract submission.
Common placeholders include:
{{Company name}}, {{Contact name}}, {{Address}}, {{Service}}, {{Value}}, and {{Project manager}}.
These fields are filled in automatically during automation execution.
Step 8: Analyze Performance in the Dashboard
The Dashboard provides real-time visibility into sales activity, contracts, and team performance. It includes:
Sales & Lead Performance Overview
Best Selling Services – Identifies the most popular services by total sales.
Contracts per Month – Shows the total number of contracts and total revenue each month.
Leads per Stage – Displays how many leads are in each funnel stage (Cold, Warm, Hot, Won).
Top 10 Clients by Value – Highlights the largest clients by contract amount.
Latest Lead Activity & Updates
Tracks the most recent lead updates, including:
Sales Rep Email ID
Lead ID
Company Name
Contact Details
Last Contact Type
Funnel Stage