What is included
- Lead records combine stage, owner, deal value, source and follow-up dates.
- An activity log feeds last-contact information, lead scores and a prioritized follow-up list.
- Lead cards and pipeline dashboards summarize recorded deals and stage-weighted estimates.
- Includes Google Sheets and sample/blank Excel; quick-entry forms and status-action menus run only in Sheets.
Based on the Etsy listing reviewed October 28, 2026. Check the current listing for any later changes.
What to prepare
For the workflow this product is designed around, gather:
- Lead and client references
- Your own sales stages and current status notes
- The next follow-up action for each conversation
A practical way to use your records
Give each lead a consistent record and define what your sales stages mean. Update the status after a meaningful conversation and keep the next action clear. Review the pipeline using current records so old opportunities do not obscure active work.
A worked example
Fictional example: a service business reviews three leads before choosing the day's follow-up work.
- Lead L-01
- Initial inquiry; requirements still needed
- Lead L-02
- Proposal sent; agreed review date is today
- Lead L-03
- Customer confirmed; handoff details required
- Keep the stage, last interaction and next action distinct for each lead.
- Use the agreed follow-up dates to plan work, then update the record after the actual interaction rather than simply moving every lead forward.
Result: The working list contains a requirements conversation, a proposal follow-up and a customer handoff. The CRM records the process; it does not establish that an unanswered proposal has converted into a sale.
Fictional figures explain the workflow; they do not represent customer results or guarantee particular template fields. See the included features above and the current Etsy listing.
A closer look at CRM Spreadsheet with Lead, Client and Sales Pipeline Tracker for Google Sheets & Excel
Additional previews from this product's Etsy listing. Open any image for a larger view.
Questions about this product
Does the spreadsheet include follow-up planning?
Yes. Lead and client records, a sales pipeline dashboard and follow-up planning are included.
Does it automatically send follow-up messages?
Use the spreadsheet to organize CRM records and planned follow-ups. If you require automated messages, confirm that requirement with SheetChief before purchase.
Which spreadsheet formats are listed?
This product is described for Google Sheets and Excel. Confirm the included files, software requirements and delivery instructions on its current Etsy listing.
