7 free sales tracking spreadsheet templates for different industries

Looking to track your sales with spreadsheets? We’ve got you covered with ready-to-use spreadsheet templates to make your process easier.

If your business relies on leads and conversions, tracking your sales efficiently is crucial. A good tracking system helps you reach out, nurture, and follow up leads on time while identifying the ones more likely to convert. 

If you’re not ready to invest in a full CRM yet, spreadsheets offer a free and flexible alternative to managing your sales process.

In this guide we’ll share 7 sales tracking spreadsheet templates for different industries and team sizes. Feel free to download the templates and use them to monitor your leads, follow-ups, and conversions. 

1. Solopreneur sales tracking spreadsheet: Best for freelancers, coaches, and consultants

As a solopreneur, you’re single-handedly juggling marketing, sales, and outreach activities while trying hard to keep track of every lead. A simple, organised view of your pipeline can help you stay on top of all conversations, proposals, and revenue. 

The following sales tracking spreadsheet is designed to keep your sales pipeline lean and client-focused.

Solopreneur sales tracker spreadsheet template Download your spreadsheet template

2.  Real estates sales tracking spreadsheet: Best for solo agents and teams 

Real estate agents have to manage listings, handle client communications, and update deal stages, all while chasing tight deadlines. The following spreadsheet gives property agents and brokers a structured way to track buyer/seller interest, property details, and commission forecasts in one place.

Real Estate sales tracker Download your spreadsheet template 

3. Agency lead pipeline spreadsheet: Best for marketing or lead generation agencies 

As your agency is reaching out to various client types with different project scopes, you need a spreadsheet that helps you qualify leads, assign owners, track budgets, and monitor your proposal pipeline efficiently.

The following spreadsheet template is designed to help streamline your agency sales and proposal process:

Agency lead pipeline spreadsheet Download your spreadsheet template

4. Education consultancy sales tracker: Best for abroad education consultancies

This following spreadsheet is designed to track student progress across the counseling journey, from course selection to final admission, helping you manage large volumes of inquiries across intakes. The template is ideal for education consultancies or any other education service providers, including coaching or training academies.

 Education Consultancy Sales Tracker Download your spreadsheet template

5. Insurance agency sales tracker: Best insurance agencies and solo agencies

Going through long-term follow-ups and policy documentations efficiently. requires support from a spreadsheet that helps you stay organised with lead or client details, policy types, premium amounts, reminders, and more, so you never miss any opportunity for conversion or re-engagement.

Here’s a ready-to-use template for insurance agencies:

Insurance agency sales tracker Download your spreadsheet template 

6. HVAC / Home services sales tracker: Best for home repairs, renovations, maintenance service providers

If you’re a home service professional, you know jobs often move fast. To track and manage your sales smoothly, you should stay on top of service requests, quotes, approvals, and assignments to keep your operations running smoothly while ensuring excellent customer service. 

Try the following spreadsheet template for HVAC and other home service providers: 

HVAC / Home Services Sales Tracker Download your spreadsheet template

7. Wedding planner / event services tracker: Best for event planners of all types

Event businesses are seasonal and high-touch. You need to effectively track incoming inquiries, event types, budgets, and booking stages in order to manage your pipeline and client expectations without missing a detail. 

Here’s a template you need as an event planner or event planning team: 

Wedding Planner / Event Services Tracker Download your spreadsheet template 

Bonus template: Sales summary dashboard 

How many deals have you (and your team) finalised this month? Tracking your sales performance is crucial – and so is reviewing your activities and learning from them to improve your sales strategy. And it’s not a one-time task. To grow consistently, you need to review your results regularly and refine your process over time.

That’s why you’ll likely need another spreadsheet to summarise your sales and evaluate the effectiveness of your approach.

Below is a sales summary dashboard template you can start using right away: 

The spreadsheet basically summarises your sales activities for the month, tracking total leads, conversions, revenue, conversion rate and pipeline value (total value of ongoing leads). 

Sales summary dashboard Download your sales summary dashboard spreadsheet template    

Suggested read: How to create an automated lead distribution system for free

Overwhelmed with spreadsheets? Here’s an efficient way to track your sales

While spreadsheets are a great starting point for tracking your sales process, they can quickly become overwhelming as your operations grow and leads start pouring in from multiple sources. If you lose track of most of your leads, it becomes pointless to keep generating new leads, only for them to fall through the cracks if they don’t convert instantly. The goal is to convert as many as possible, and that means not losing sight of a single one.

But that’s easier said than done when you’re still organising everything with a spreadsheet. Managing multiple follow-ups, automating key steps, and ensuring each lead is sufficiently nurtured can quickly become a nightmare.

That’s where a CRM comes in. A CRM simplifies your sales process by directly integrating with your lead sources and automating repetitive tasks, allowing you to instantly reach out to new leads, follow up on time, track their status, and convert them, all from one central place.

However, the problem is that most CRMs are expensive and come with a steep learning curve. Not anymore!

Privyr is a mobile-first CRM and lead engagement system designed intuitively for small to medium-sized businesses and teams of all sizes looking to track and manage their sales process on the go.  It feels just like your regular messaging app so you’ll learn how to use it within minutes. With Privyr, you can track and manage your leads, activities, and opportunities from one central place on your phone (or laptop). and it doesn’t cost as much as a traditional desktop CRM.

With Privyr, you can:

• Instantly sync new leads from all your lead sources to your mobile
• Automatically respond to new leads 24/7 with WhatsApp Auto-Responder – no WhatsApp API needed
• Follow up leads via WhatsApp, Telegram, SMS, and any of their preferred messaging apps in just a few taps
• Automatically schedule timely follow-ups
• Auto-assign leads to the right team member using round-robin mode or custom rules
• Manage and track all your leads and sales activities from one simple dashboard

Privyr integrates seamlessly with major lead sources and messaging apps, making it easier than ever to stay on top of your sales.

Privyr has helped salespeople and businesses boost their sales by up to 300%. If you’re considering giving up clunky and complex spreadsheets for a CRM, Privyr is worth a try.Try Privyr for free today!