The Leads Funnel Tracking template helps sales teams monitor every stage of the lead lifecycle — from customer acquisition and lead creation to contract generation and revenue tracking. With automated forms, a centralized CRM sheet, and a visual dashboard, it streamlines lead management and provides deep insights into sales performance.
How the Workflow is Structured
The workflow has:
Add Customer form – Collects and stores customer details in the CRM.
Add Lead form – Records new sales leads and links them to existing customers.
Update Lead Status form – Updates lead progress, revenue expectations, and closing timelines.
Generate Contract form – Captures finalized deals and generates contract records.
CRM spreadsheet – Centralized database connecting all form submissions.
Dashboard – Provides a real-time overview of the entire sales funnel.
Steps to use the template
Step 1: Install the Template
Install the template from this link: Leads Funnel Tracking
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 Add Customer and Add Lead forms with your sales team for daily use.
Allow managers to access the Update Lead Status and Generate Contract forms.
Share the Dashboard with executives to view funnel analytics and conversion performance.
Refer to the following articles to share workflows, forms, dashboard and files:
Step 3: Configure Products and Lead Stages
You can customize dropdown values directly in the spreadsheet:
Products tab – Add or modify product IDs and names.
Lead Stages tab – Define or rename lead statuses.
Parameters tab – Manually set open/closed categories for status tracking and contract generation.
Step 4: Add Customer Details
Use the Add Customer form to register new clients.
You’ll need to provide:
Customer Name
Address and Location details
Contact Name and Email
Business Phone
Designation or Job Title
These details are automatically added to the Customers tab in the CRM sheet.
Step 5: Add a New Lead
The Add Lead form lets you register potential sales opportunities and link them to existing customers.
Each submission captures:
Lead Source (e.g., website, referral, event)
Customer Details (selected from a dropdown linked to the Customers tab)
Product Group (linked to the Products tab)
Quantity and Remarks
This form automatically populates the Leads tab in the CRM spreadsheet.
Step 6: Update Lead Status
As leads progress, use the Update Lead Status form to record their current stage.
The form includes:
Lead Details (auto-populated from CRM)
Status (Lead, Won, Lost, or Budgetary)
Expected Revenue
Expected Close Date
Optional file upload for Offer Letter
Remarks for notes and observations
The updates are reflected in the Status tab of the CRM file.
Step 7: Generate Contract
Once a lead is marked as “Won,” use the Generate Contract form to finalize the deal.
It collects:
Lead Details (auto-fetched from CRM)
PO/LOI Reference Number
Date and Attachment (optional PDF or document)
PO Value – The total contract amount
These entries populate the Contracts tab in the CRM spreadsheet.
Step 8: Track Sales Performance
The Dashboard visualizes key funnel metrics and lead distribution:
Lead Funnel Performance Overview
Total Offers Based on Status – Breakdown of all leads by stage (Lead, Lost, Won, Budgetary).
Expected Revenue Across Stages – Sum of potential revenue from each lead stage.
Monthly Comparison of Won, Lead, Lost, and Budgetary Leads – Month-by-month progress.
Total Leads Created by Month/Year – Historical trends of lead generation.
Yearly Lead Category Overview – Summary of lead outcomes by year.
