Overview
The Excel build of our Google Sheets CRM, with the parts a spreadsheet can carry natively. Contacts holds the pipeline with 200 rows of formulas already in place, so you can paste people in and the calculated columns just work. Pipeline is a live summary - deals and value by stage, open pipeline, win rate and a count of overdue actions. Settings holds the dropdown lists, which means Source and Stage are validated rather than free text, so nobody invents a stage. Conditional formatting greens out Won, greys Lost and tints any row whose follow-up has slipped. No macros, so it opens without a security warning.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Contacts tab | The pipeline itself - 15 columns, 200 formula-filled rows, frozen header and an autofilter. |
| Pipeline tab | Deals and value by stage, open pipeline total, win rate and overdue count. All formulas. |
| Settings tab | The Source and Stage lists that drive the dropdowns. Edit these to change the options. |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
=IF(J2="","",TODAY()-J2)=IF(AND(L2<>"",L2<TODAY(),G2<>"Won",G2<>"Lost"),"YES","")=COUNTIF(Contacts!$G:$G,A2)=IFERROR(COUNTIF(Contacts!G:G,"Won")/(COUNTIF(Contacts!G:G,"Won")+COUNTIF(Contacts!G:G,"Lost")),0)Conditional formatting
- Conditional formatting is already applied - Won green, Lost grey, overdue rows tinted red.
- Source and Stage are dropdowns backed by the Settings tab.
- Row 1 is frozen and an autofilter covers the whole range.
- Deal Value is currency-formatted and the date columns are date-formatted.
Pivot table guidance
Insert a PivotTable over the Contacts range with Stage as rows and Deal Value as values for a second view of the same pipeline. The Pipeline tab already does this with formulas if you would rather not maintain a pivot.
Recommended add-ons
- Primary Destinations: Send WordPress form submissions straight into an Excel workbook. Mirroring into Excel alongside a Google Sheet is free in the core plugin; this add-on is only needed to make Excel the sole destination, with no Google Sheet in the loop.
Frequently asked questions
Does this Excel CRM template contain macros?
No. It is a plain xlsx with formulas, validation and conditional formatting, so it opens without a security prompt and works in Excel, Numbers, LibreOffice and Google Sheets.
Which versions of Excel does it work in?
Anything from Excel 2010 onwards, plus Excel for Mac, Excel on the web and Microsoft 365. The formulas used are all long-standing ones.
Can I use it in Google Sheets instead?
Yes, but use the Google Sheets version - it is built for that and copies in one click. Uploading an xlsx works but loses some formatting.
How do I add more rows?
The formula columns run to row 200. To go further, select the last formula row and drag it down as far as you need.