Free Sales Funnel Tracker Spreadsheet (Excel)
What this is
An Excel tracker following leads through calls, quotes and won deals, with conversion percentages at each step. For freelancers tracking where enquiries are lost.
Free in full — download it and use it on your own freelance work.
User manual
- Enter each month's leads, calls made, quotes sent and deals won.
- Read the conversion columns, calculated as each step divided by the previous step.
- Find the step with the biggest drop and focus your improvement there.
- Add a new row for each month and copy the formulas down.
- Compare months to see whether your follow-up is improving.
Requirements
Microsoft Excel, Google Sheets or LibreOffice Calc.
Download details
Format: XLSX
What is inside: Instructions sheet, Funnel sheet with monthly stages and conversion percentage formulas.
Download free — sales-funnel-tracker.xlsx (5.7 KB)
- README.txt — 854 B
- sales-funnel-tracker.xlsx — 5.7 KB
Questions
How is conversion calculated?
Each stage divided by the previous stage, for example quotes divided by calls, shown as a percentage.
What counts as won?
A deal the client confirmed and you started work on, not just a quote sent.