Description
A CRM that fits in a spreadsheet — and tells you, in red, who you’re about to let go cold.
Track every lead from first contact to signed. Set a follow-up date and the Status column does the nagging: Overdue, Due soon, Scheduled, or — the dangerous one — No date.
What’s inside (6 tabs)
- Start Here — instructions
- Setup — business name, follow-up warning window, win probability per stage
- Pipeline — 400 leads, with automatic status flags and red highlighting on overdue rows
- Clients — everyone who said yes, with lifetime billed and days since you last spoke
- Pipeline Summary — by stage and by source, with your real win rates
- Dashboard — eight numbers, two charts, and a nudge about what to do next
Weighted pipeline value
Every deal is multiplied by its stage’s win probability, so a folder full of “maybes” stops looking like money in the bank. Set your own probabilities, or start with the sensible defaults and replace them with your real win rates once you have a few months of history.
Win rates that don’t flatter you
Win rate counts only closed leads — won divided by won plus lost. Deals still in play are deliberately left out, so the number is one you can actually trust.
Works in
Microsoft Excel (2016 or newer) and Google Sheets. No add-ons, no monthly fee, and your client data never leaves your own file.
INSTANT DOWNLOAD — one .xlsx file, available immediately.
Licence
Personal and commercial use by you. No reselling or sharing the file.
Digital files can’t be returned once downloaded.
