Overview
This template turns a Google Sheet into a functional lead tracker. It captures everything SheetLink Forms writes by default, adds workflow columns for status and owner, and includes a pre-built pivot table for weekly pipeline review. Works well for solo and small-team operations up to about 500 leads per month.
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 |
|---|---|
| Submission ID | Unique ID written by SheetLink Forms - used for idempotent retries |
| Timestamp | ISO 8601 timestamp in your site's timezone |
| Name | Lead's name from the form |
| Lead's email - the stable join key if you ever migrate | |
| Phone | Optional phone field |
| Message | Freeform message body from the form |
| UTM source | Auto-captured by SheetLinkWP |
| UTM medium | Auto-captured |
| UTM campaign | Auto-captured |
| GCLID | Google Ads click ID, auto-captured |
| Status | Data validation dropdown: New / Contacted / Qualified / Proposal / Won / Lost |
| Owner | Dropdown of team members; blank means unassigned |
| Next step | Freeform text for the agreed next action |
| Follow up date | Date - used for filtered view 'follow-ups due today' |
| Notes | Freeform notes column |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
Days since submission
=IF(B2="","",TODAY()-INT(B2))Shows how long a lead has sat - flag rows over 7 days for re-outreach.
Follow-ups due today
=COUNTIFS(N:N,">="&TODAY(),N:N,"<"&TODAY()+1)Puts today's follow-up count at the top of the sheet.
Conversion rate (Won / Total)
=COUNTIF(K:K,"Won")/(COUNTA(K2:K)-1)Running conversion rate across all leads.
Conditional formatting
- Status column: conditional formatting - green background for 'Won', red for 'Lost', yellow for 'Qualified', light blue for 'Contacted', no color for 'New'.
- Days-since column: red text if value > 14, orange if > 7.
- Freeze the header row plus the Submission ID, Timestamp, Name, and Email columns for easier scrolling.
Pivot table guidance
On a separate tab, build a pivot table with Status as rows and Owner as columns. The cell count shows open pipeline by rep. Add UTM source as a filter to see performance by channel.
Recommended add-ons
- AI Lead Scoring: Adds a score and category column so you know which new rows to work first.