What this template includes

A Google Sheet with two tabs: Leads tab: A structured tracker with columns for lead name, email, company, source, status, owner, date added, last contact date, next follow-up, notes, days since contact, and an overdue flag. Status options are pre-configured as dropdowns: New, Contacted, Qualified, Proposal Sent, Won, Lost, On Hold. Source options are also dropdowns: Website Form, Referral, LinkedIn, Cold Outreach, Event, Other. Dashboard tab: A summary showing total leads, count by status, overdue follow-ups, and leads by source. All formulas update in real time as you add and update leads.

How to get it

Click the link below, then click "Make a copy" to add it to your Drive. No sign-up, no email required. [Template link will go here when the product is live]

How to use it

Adding leads

Go to the Leads tab. Add one row per lead. Fill in the name, email, company, and source. Set the status to "New." Set the owner to whoever is responsible. Set the next follow-up date.

Tracking progress

As you work leads, update the status column. When you contact someone, update Last Contact Date. When you schedule a follow-up, update Next Follow-Up. The "Days Since Contact" column calculates automatically. The "Overdue?" column flags any lead where the follow-up date has passed and the lead isn't closed.

Using the dashboard

Switch to the Dashboard tab to see your pipeline at a glance. Total leads, breakdown by status, how many follow-ups are overdue. If you manage a team, you can add a breakdown by owner using COUNTIFS formulas.

What makes this different from other templates

Most lead tracker templates are just a grid with column headers. They don't include:

  • Dropdown validation (so statuses are consistent)
  • Automatic overdue detection
  • Days since contact calculation
  • A summary dashboard

This one does all four. It's designed to work as an actual system, not just a list.

Adding automation

This template works fine as a manual tracker. But if you want automatic reminders when follow-ups are due, or notifications when new leads come in from a form, you can add Apps Script. The full automation setup is covered in our lead tracker tutorial, which walks through:

  • Automatic follow-up reminder emails
  • New lead notifications
  • Form-to-sheet integration
  • Lead scoring formulas

Customizing

Add columns. Need to track deal size, industry, or referral source? Add columns after the Notes column. The formulas and dashboard reference specific columns by letter, so adding to the right side won't break anything. Change the statuses. Edit the data validation dropdown on the Status column. Go to Data, Data validation, and modify the list. Update the COUNTIF formulas on the Dashboard tab to match your new statuses. Change the sources. Same approach: edit the dropdown options on the Source column and update any dashboard formulas that reference source values. Add team members. Edit the Owner column's data validation to include new names. Add a "Leads by Owner" section to the dashboard using COUNTIFS.