A lightweight CRM in a spreadsheet, so you never lose a deal for lack of follow-up again. One row per prospect: quote amount, status, next follow-up, probability. The weighted value and a Summary tab (deal count, weighted forecast, signed amount, close rate, breakdown by status) calculate automatically, with dropdown menus and colour alerts by status. Excel version with formulas, flat CSV version.
What's inside
- One row per deal: amount, status, next follow-up, probability
- The weighted value of each deal, calculated automatically
- A Summary tab: weighted forecast, signed amount, close rate
- Dropdown menus (channel, status) and colour alerts by status
Preview
| Prospect | Channel | Amount | Status | Prob. | Weighted value |
|---|---|---|---|---|---|
| Maple Ridge Cabinetry | Google Ads | $8,500 | Negotiation | 50% | $4,250 |
| Harbourview Dental | Referral | $3,200 | Signed | 100% | $3,200 |
| Lakeshore Auto Care | Local SEO | $1,500 | Followed up | 25% | $375 |