Concept projectDemo by Truelead. Fictional business, not client work.

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Concept demo · Custom Google Sheets

Lead & sales tracker with a monthly dashboard

This is the kind of sheet we build for small businesses. Here it is set up for Kestrel Ridge Floor Coatings, a made-up epoxy flooring contractor. Filter the leads, click a status to move a deal forward, change ad spend, and watch the summary recalculate.

Sample data. Numbers are made up for the demo.

Lead Tracker — sample file

Kestrel Ridge Floor Coatings · October 2026

Sample data
A1=QUERY(Form_Responses!A:H, "select * order by A")

Showing 25 of 25 rows

Tip: click a status chip to move the lead to the next stage.

Leads for October 2026, sample data
DateNameSourceServiceEst. valueStatusSale amountNext step
10/1/2026J. MillerGoogle AdsGarage floor epoxy$3,400$3,250Install booked Oct 14
10/2/2026S. CarterMeta AdsGarage floor epoxy$3,100—Chose cheaper paint kit
10/2/2026R. NguyenReferralBasement floor$4,200$4,400Send thank-you to referrer
10/3/2026A. JohnsonMeta AdsPatio coating$2,600—Site visit Thu 10 am
10/4/2026M. DavisGoogle AdsMetallic epoxy$5,200—Follow up Monday
10/5/2026K. BrownTikTok AdsGarage floor epoxy$2,900—Call back today
10/6/2026L. GarciaWebsite chatConcrete repair$1,500$1,650Add to review request list
10/7/2026T. WilsonMeta AdsGarage floor epoxy$3,000—No reply after 3 tries
10/8/2026D. MartinezGoogle AdsCommercial floor$9,800$9,500Deposit received
10/9/2026P. AndersonPhoneGarage floor epoxy$3,300—Waiting on HOA approval
10/10/2026C. ThomasMeta AdsFlake floor$2,800—Send photos of past jobs
10/11/2026B. TaylorTikTok AdsMetallic epoxy$4,800—Budget too low
10/12/2026E. MooreGoogle AdsGarage floor epoxy$3,200$3,200Install booked Oct 27
10/13/2026H. JacksonMeta AdsGarage floor epoxy$2,900—Call back today
10/14/2026N. WhiteReferralShop floor$6,100—Revised quote by Fri
10/15/2026G. HarrisMeta AdsPatio coating$2,400$2,300Install booked Nov 3
10/16/2026F. ClarkGoogle AdsBasement floor$4,000—Measure on site Tue
10/17/2026V. LewisTikTok AdsFlake floor$2,700—Text price range
10/18/2026O. RobinsonWebsite chatGarage floor epoxy$3,100—Follow up Wed
10/20/2026W. WalkerMeta AdsGarage floor epoxy$3,000—Wrong service area
10/21/2026I. YoungGoogle AdsMetallic epoxy$5,600—Send color samples
10/22/2026Q. AllenPhoneConcrete repair$1,800$1,900Job done, ask for review
10/24/2026Y. KingMeta AdsFlake floor$2,600—Call back today
10/26/2026U. WrightTikTok AdsGarage floor epoxy$3,000—Call back today
10/28/2026Z. ScottGoogle AdsGarage floor epoxy$3,300—Call back today

25 leads · 7 won · $26,200 sales · close rate 28%

What you get

What we set up for you

Built in your own Google account, so you own the file. We connect it to your forms and ad accounts and show your team how to use it in one short call.

  1. 01

    Form → sheet, automatically

    Every website form, chat and ad lead form lands as a new row with date, source and service. No copy-paste.

  2. 02

    Clear statuses

    New, Contacted, Quote sent, Won, Lost. One click per lead, so the team actually keeps it updated.

  3. 03

    Monthly summary

    Leads, won jobs, revenue, close rate, cost per lead and cost per sale by channel, calculated for you.

  4. 04

    Owner notifications

    A text or email shortly after a new lead comes in (the delay depends on the integration), plus a short weekly recap of what was won.

Want a tracker like this for your business, with your own sources and services?

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