Free tool

Free agency pipeline tracker for Google Sheets

One row per deal, an automatic overdue flag, a stalled-proposal flag after 14 days without contact, a one-screen dashboard and a weekly review sheet.

Email for the trackerIncludes 12 fictional sample deals.

What's inside

  • Leads: stage, value, last contact, next action and due date, plus calculated days since contact, follow-up status and stalled flag.
  • Dashboard: open pipeline, overdue follow-ups, stalled value, win rate and deals by stage.
  • Weekly Review: five questions for a 20-minute Monday review.
  • Settings: your stages, sources, owners and the stalled threshold.

How to use it

  1. Open the copy link and choose Make a copy.
  2. Delete the sample rows and add your open deals.
  3. Every time you contact someone, update Last contact and set the next date.
  4. Every Monday, work through anything marked OVERDUE or STALLED.

Questions

Is the tracker free?

Yes. Email and you get a Google Sheets copy link by reply, usually the same business day. It includes fictional sample data you can delete.

Does it work in Excel?

Yes. It uses standard formulas that work in both Excel and Google Sheets.

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