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Keep track of every deal in a simple spreadsheet

A ready-made sales tracker with stages, values, follow-up dates and red alerts for overdue leads, designed with AI in an afternoon.

Sales & LeadsIntermediate40 minGoogle SheetsAI assistantGoogle Calendar

When to use it

Set up once, check every morning

Ask AI to design your tracker
Paste this prompt into your AI assistant to plan the sheet.
Prompt to copyDesign a simple sales pipeline tracker in Google Sheets for a [type of business] with about [number] active leads. Give me: 1) the columns in order with a one-line purpose each (include Stage, Deal value, Last contact, Next step, Next step date, Source), 2) the dropdown options for Stage, 3) step-by-step instructions to add those dropdowns and to colour rows red when Next step date is before today, written for a beginner, 4) a summary tab layout showing total value per stage, with the exact formulas to use (for example SUMIF). Keep it to what a one-person business needs.
Build the sheet
Follow the instructions in Google Sheets: add the columns, the Stage dropdown via Data validation, and the red overdue rule via Conditional formatting.
Add your current leads
Enter every open conversation, even small ones, with a next step and a date.
Make checking it a habit
Create a recurring 10-minute Google Calendar event each morning with the sheet's link in it, and work through anything red.

Write the next step as an action ('Send revised quote'), not a status ('Waiting').
Excel works the same way; ask the AI for Excel instructions instead.