sales tracking spreadsheet

Sales Lead Tracking App

Sales lead tracking app for lead management, capture & conversion

The Sales Lead Tracking app can be used for lead management, lead capture & lead conversion in google spreadsheet. Add new leads in the Leads tab. Add contact information and lead value information there.

The app also includes two charts that show leads by region and by month. These charts are useful to team managers to see how they region is performing and to sellers to see the value of opportunities in the upcoming months.

The Leads view lists the opportunities by organization, with one opportunity per organization, but with a few tweaks to the app, you can build a lead tracker that can add multiple opportunities to the same organization.

How to make Sales Lead Tracking App

Define google spreadsheet that will be tracking data in your app. Each row in the spreadsheet is an organization. The app has only 1 tab.

1. Start with multiple choice with buttons or drop-down menus at Advanced Editor > Data > Column Structure. Next identify the column to have multiple selections; change the type of the column to ENUM (single choice) or ENUMLIST (multiple choice) to build the drop-down list. Select Edit button to add the values in the enumeration. You will see up to 4 elements shown as buttons instead of a drop-down.

2. Add charts by going to Advanced Editor > UX > Controls. Next add new view. Open Basic Editor and go to UX. Tool to add controls can be found there. Add a new view and give it a name and select a position. Your app will show only three icons in the bottom section of the app, any additional views go in “Menu”. For Action, select Chart, point to a data column or your app will find a column with numeric data to display. For charts, action type gives you different types of charts to display, in this app, we chose Histogram to show the number of opportunities in a given month, but you can play with the different options to produce the charts you need.

Your lead tracking app can show Dependent Drop downs via Valid_If column constraints. The ‘Lead Region’ and ‘Lead Country’ column definitions use Valid_If constraints to limit their values based on data in a separate Regions table. Notice that when a specific region is chosen, the allowed values for the country change to reflect the chosen region.

Sales Lead Tracking