CRM Excel Template – Leads, Sales Pipeline & Dashboard

The CRM Excel template that adapts to your business

Stop losing leads in WhatsApp chats and scattered sheets. This CRM Excel template gives you a complete sales system in one file: leads, contacts, accounts, deals, quotes, activities and a live sales dashboard.

Choose your business type once. The pipeline stages, win probabilities, labels and custom fields update across every sheet. Then type your data into the blue cells and everything else calculates automatically.

Customise it for your business

One drop-down on the Settings sheet loads a ready profile:

• Small Business: Deal, Customer, Product/Service
• Agency: Project, Client, Service
• Real Estate: Property Deal, Client, Property/Unit
• SaaS: Subscription Deal, Account, Plan
• Custom: define your own stages, labels and probabilities

Every stage name, probability and label is editable. Existing deals follow you if you switch types later.

What’s inside (13 connected sheets)

• Dashboard: 18 KPI cards, a Top 10 open deals table, a sales team leaderboard and 6 charts.
• Leads: automatic lead score (0–100), Hot/Warm/Cold grade, lead age and follow-up alerts.
• Contacts: people linked to accounts, with an engagement level (Engaged, Cooling or Cold).
• Accounts: open deals, pipeline value, lifetime value and relationship health.
• Deals: stage, win probability, weighted forecast, forecast category (Commit, Best Case, Pipeline), and Healthy/Stale/Overdue flags.
• Pipeline Report: stage funnel, lead-source performance, lost-deal reasons, monthly revenue vs target and a rep-by-stage matrix.
• Activities: calls, emails, meetings and demos, with Overdue and Due Soon alerts.
• Quotes: discount, GST, totals and expiry warnings.
• Sales Team: monthly quotas, achievement vs target, win rate, rank and a performance rating.
• Products: price list with margin analysis.
• Settings, Lists and Instructions: controls, editable drop-downs and a step-by-step guide.

Why you’ll love it

• Over 12,000 formulas that calculate for you, with no macros to enable
• Weighted sales forecast and target tracking
• Drop-downs and data validation on every input column
• Colour-coded status and alerts
• Demo data included: 23 leads, 38 deals, 16 accounts, 47 activities, 14 quotes and 6 sales reps
• Prices and totals in ₹ (INR), and GST is built into quotes
• Print-ready layouts with filters on every sheet

Perfect for

Small business owners, sales teams, agencies, real estate agents and brokers, SaaS startups, freelancers, consultants, and anyone who needs a simple CRM without paying monthly software fees.

Compatibility

Works in Microsoft Excel 2010 or newer (Windows, Mac and Excel Online) and in LibreOffice. For the best visuals, including data bars and charts, use desktop Excel.

What you receive

• 1 Excel file (.xlsx), ready to use
• Built-in Instructions sheet
• Instant digital download. No item is shipped.

FAQ

Is it a real CRM? It’s a full spreadsheet-based CRM. It tracks the sales process end to end without software fees or sign-ups.

Does it use macros? No. It uses standard Excel formulas and works everywhere.

Can I change the currency? Yes. It’s set to ₹ (INR), and you can change the number format on money columns in a few clicks.

Can I replace the demo data? Yes. Clear only the blue input cells and add your own. The Instructions sheet explains how.

Does it include demo data for every business type? It includes one demo set, which relabels itself when you switch type, so you can see how each profile looks.

Terms: for personal and commercial use within your own organisation. Resale, redistribution or sharing of the file is not permitted.