Capture new leads, assign an owner and make the next follow-up impossible to miss.
LIVE WORKBOOK PREVIEWCapture new leads, assign an owner and make the next follow-up impossible to miss. Start with realistic example data, replace it with your own, and use the connected SheetSteps guide whenever you want to change the workflow.
Use the example workflow as-is, then rename fields and views around the way you already work.
Use the example workflow as-is, then rename fields and views around the way you already work.
Use the example workflow as-is, then rename fields and views around the way you already work.
LIVE WORKBOOK PREVIEWHow to set up and customize a lead tracker in Google Sheets. Learn which fields are safe to change, how the calculations update, and what to check if a result looks wrong.
Open the setup guide →Capture new leads, assign an owner and make the next follow-up impossible to miss. Unlike a blank spreadsheet or a decorative download, this template includes realistic example data, clearly marked inputs, live calculations, and a dashboard designed around the decisions people actually make.
Make a private copy in your own Google Drive, collaborate with the people you choose, and customize the workflow without installing an add-on. The master remains view-only, while your copied spreadsheet belongs to you.
Rename categories, owners, statuses, and assumptions from the Settings tab. Add new rows inside the working table, adjust dropdown choices, and follow the connected SheetSteps formula guides when you want to extend the dashboard.
This sales template is designed for small sales teams, local businesses, recruiters. It is especially useful when you need a practical system now but still want to understand and control how the spreadsheet works.
Follow the connected tutorial and adjust the working sheet without rebuilding the template.
Show me how →Follow the connected tutorial and adjust the working sheet without rebuilding the template.
Show me how →Follow the connected tutorial and adjust the working sheet without rebuilding the template.
Show me how →Yes. Every Phase 1 SheetSteps template is free to copy and customize.
No. Your copy is saved to your Google Drive. SheetSteps does not receive access to it.
Yes. The examples are there to show the workflow. Replace or remove them after reading Start Here.
Yes. The Settings tab contains editable options, and the connected tutorial shows the safe way to change them.
Yes. Once copied, the file is yours to share using normal Google Sheets permissions.
Use the protected master as a reference or follow the restoration steps in the tutorial.
LIVE WORKBOOK PREVIEWRun contacts, deal stages, weighted revenue, next actions and team forecasting from one polished sales workspace.
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LIVE WORKBOOK PREVIEWMove opportunities from first conversation to closed won with a focused pipeline board.
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LIVE WORKBOOK PREVIEWTurn deal stages and expected close dates into a practical monthly revenue forecast.
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LIVE WORKBOOK PREVIEWPlan income, set category limits and see what remains before the month ends.
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