Lead Tracker

Scores every lead out of 100 from fit and engagement, and tells you which to call first.

$12one payment, yours to keep

✓Instant download
✓Every later version free
✓Commercial use
✓No watermark

17: live formulas, each one recalculated and checked
8: columns: Lead, Company, Source, Fit (1-5), Engagement (1-5), Score, Priority, Next action
5: figures worked out for you

Whoever follows up new enquiries · Small teams handling inbound leads — usually looking for this when enquiries arrive and some never get a reply.

Need more than one? All 9 Sales templates for $39 — $131 bought separately. All 66 for $99.

Works in Excel 2013 and later, Microsoft 365, Google Sheets and LibreOffice Calc. Set up to print on one page wide. Version 1, updated 25 September 2026.

There are free templates. Why this one?

There are, and some are fine. The difference is what has been checked. This file was built from scratch, then every formula in it was recalculated by a separate checker that compares each result against an independently worked-out answer — 17 of them here. A template that looks right and totals wrong is worse than no template at all, and that is the usual failing of one downloaded from a search result.

It also opens with sample rows already filled in, so you can see every formula working before you touch it, and it is set up to print without fighting the page setup. No watermark, and you can use it commercially.

About this Lead Tracker template

When every lead looks the same, the best ones wait longest. This Excel lead tracker scores each lead out of 100 from two ratings — how well they fit your ideal customer and how engaged they are — and gives each a priority.

The pipeline quality summary counts hot, warm and cold leads, shows the average score and names the lead to call first.

Good for

→Founders and small sales teams prioritising outreach
→Qualifying leads from events or inbound enquiries
→Deciding where to spend limited sales time

What it works out for you

Pipeline quality

→Hot leads
→Warm leads
→Cold leads
→Average score
→Call first

What is inside the Lead Tracker template

The table has 8 columns. Calculated columns fill themselves in; the rest are yours to type over.

→Lead
→Company
→Source
→Fit (1-5)
→Engagement (1-5)
→Score
→Priority
→Next action

How to use the Lead Tracker in Excel

Score fit and engagement 1–5 each. The lead score combines them out of 100 so the list sorts itself into a call order.

The file opens with sample rows so you can see every formula working before you change anything. Type your own figures over them. When you need more rows, insert them inside the existing block rather than underneath it, so the totals keep covering every row.