{"product_id":"crm-spreadsheet-client-and-lead-tracker-for-google-sheets-and-excel","title":"CRM Spreadsheet, Client and Lead Tracker for Google Sheets and Excel","description":"\u003cp\u003e\u003cstrong\u003eCRM SPREADSHEET FOR GOOGLE SHEETS AND EXCEL\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eA CRM spreadsheet for freelancers and small business owners who want to track clients, deals and follow-ups in one file. It works out your pipeline after the odds of each stage, flags deals that have gone quiet, and shows who is waiting on you today.\u003cbr\u003eCovers contacts, deals, quotes, payments, marketing spend and a six-month forecast.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e📊 WHAT IT DOES\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✓ Today: lists every open deal with a next step dated today or earlier, most overdue at the top.\u003cbr\u003e✓ At risk: lists open deals nobody has spoken to in longer than you allow, biggest money first.\u003cbr\u003e✓ Pipeline: shows what every stage would be worth if it closed, and what it's worth after the odds.\u003cbr\u003e✓ Forecast: builds the next six months from your actual deals, each counted at its own odds.\u003cbr\u003e✓ Win rate: shows how many of your closed deals ended in money, by service and by source.\u003cbr\u003e✓ By source: shows which channel brings in the most money, not just the most leads.\u003cbr\u003e✓ Cost per lead: works out what one conversation and one client cost you, by channel.\u003cbr\u003e✓ Quiet clients: lists past clients who have gone quiet, worth the most first.\u003cbr\u003e✓ Deal speed: shows how long it takes money to arrive, from the day a deal opens to the day it closes.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e📂 WHAT'S INSIDE: 33 TABS AND 84 CHARTS\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✓ Start with these: Home, Start here, Setup\u003cbr\u003e✓ Set up once: Contacts, Services\u003cbr\u003e✓ Fill in as you work: Deals, Activity, Quotes, Payments, Marketing\u003cbr\u003e✓ The funnel: Pipeline, At risk, Today, Forecast, Win rate\u003cbr\u003e✓ Where the money is from: By source, Cost per lead, By service\u003cbr\u003e✓ The people: By client, Repeat work, Quiet clients\u003cbr\u003e✓ Over time: Deal speed, This month, The year, Trend\u003cbr\u003e✓ Plan and decide: Goal, What if, Lost reasons, Review\u003cbr\u003e✓ Routine and help: Check-in, Notes, Read me, Free gift\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e📝 HOW IT WORKS\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eOpen the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.\u003c\/li\u003e\n\u003cli\u003eOn Start here, fill in the shaded cells. Add your name, your revenue goal for the year, and how many days before a deal or client counts as gone quiet.\u003c\/li\u003e\n\u003cli\u003eAdd each person on Contacts, each deal on Deals, and log a line on Activity every time you talk to someone.\u003c\/li\u003e\n\u003cli\u003eEverything else fills in by itself. Home shows your weighted pipeline, deals going cold, and who is waiting on you today.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003e📥 WHAT YOU GET\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✓ Google Sheets version (the link is in the PDF)\u003cbr\u003e✓ Excel version (.xlsx) for desktop Excel on Windows or Mac\u003cbr\u003e✓ A filled example to look around, and a blank copy for your own data\u003cbr\u003e✓ A PDF with the links and the first steps\u003cbr\u003e✓ A video guide for this planner (the link is in the PDF)\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e💻 GOOD TO KNOW\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✓ Works with a free Google account. No add-ons, no subscription, no bank connection.\u003cbr\u003e✓ Type only in the shaded cells. Formulas are protected, so you can't break them by accident.\u003cbr\u003e✓ Best on a computer. The Google Sheets app works for quick entries on your phone.\u003cbr\u003e✓ The Excel version may look slightly different from the photos (fonts, colors, charts). The photos show Google Sheets.\u003cbr\u003e✓ English only. Not made for Apple Numbers.\u003cbr\u003e✓ Free updates for life.\u003c\/p\u003e\n\u003cp\u003eThis is a digital download. Nothing will be shipped. Because it is a digital file, it can't be returned, but if anything is unclear, message me and I will help you set it up.\u003c\/p\u003e","brand":"GrowlyLab","offers":[{"title":"Default Title","offer_id":49074668109977,"sku":null,"price":13.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0738\/8613\/8521\/files\/il_fullxfull.8643053771_pbj2.jpg?v=1790707706","url":"https:\/\/growlylabstudio.com\/products\/crm-spreadsheet-client-and-lead-tracker-for-google-sheets-and-excel","provider":"GrowlyLab","version":"1.0","type":"link"}