Sales Lead Tracker

A business needs to track its sales leads to follow up on them and close sales. Without leads and profitable sales, a company will not be able to carry out its operations effectively. When a business can properly track leads, it can do what is in its power to convert them into sales.

Leads matter when it comes to marketing and sales. Brands can turn these into revenues and profits to help their business expand. To do this, they can consider a sales lead tracker.

What is a sales lead tracker?

This is a tracker that looks at the source and status of leads within the sales process. The tracker monitors where leads are within the sales funnel. In this way, you can decide what to do so that the lead can proceed to the following stage and end up in a profitable sale.

Excel Spreadsheet Template

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Excel Spreadsheet Template

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What does a sales lead tracker do?

The tracker aims to comprehend what potential consumers are doing from the start to closing a sale. It records the process to be analyzed and used to promote the company and its products. The tracker will monitor the source of leads, i.e., whether these are inbound or outbound leads.

How do I create a sales lead tracker?

If you aim to follow all leads and enhance conversion rates, it is important to make a sales lead tracker properly. The following points may help you here:

Find the right application:

You need to look for a good application to make the tracker easy to create, fill in, and read. You can consider one like Microsoft Excel here, so there is no problem carrying out calculations.

Professional document:

The tracker is a professional document, as it is used in a business setting. Therefore, it should be made in a formal format. The heading can be “Sales Lead Tracker.” After this, state the name of the company for which it is being prepared. Create a table after this.

Title of lead:

A column for this on the table will allow you to state a title that will help you identify leads. This can be a company name or an individual name. It can be a precise title related to the inquiry.

Description column:

Here, you can write a relevant description related to the inquiry from the particular lead. You can state the lead’s needs, products, or services here. You may also state the delivery timeline and applicable details.

Contact details:

Separate columns for the particular lead’s email, phone, and website can be present.

Lead source column:

State the lead source here. It may be a website, social media platform, referral, etc. When you know the lead source, you can channel lead generation aims. You will have an idea of the channels that are giving extra leads and those that are not.

Predicted value of sale:

A column for the estimated sale value from the particular lead can be stated here. You need to guess this according to your discussion with the specific lead concerning what he/she wants. You can then prioritize leads, focusing more on those with high value.

Conversion:

A column for the probability of the conversion needs to be present. You can concentrate on leads that seem more likely to become sales.

Stage of lead:

The state of the lead within the lead funnel must be entered here.

Dates:

A column for the date added will tell when the lead was added to the tracker. You will know about aging leads and focus on them so that they end in sales. You need a column for the next follow-up date. Here, you will state the date that the follow-up action will be.

Activity logs column:

Here, you can include notes from your interaction so that you can remember them.

Lead assigned to:

Here, you will state the person to whom you assigned the particular lead.

Helps to make projections

The lead tracker helps one understand how a sales funnel functions, allowing one to make projections. You will be able to enhance your marketing aims and eliminate strategies that are not helping a lead move across the funnel. With the tracker, you can know who is working on a certain lead and whether they have been able to convert it into a sale.

Preview

Format: MS Excel (.xlsx) File Size: 59 KB

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