📄 How to Use the Monthly Sales & Lead Tracker Template

Please follow these quick steps to create your own copy.

Step-by-Step: How to Use the Tracker

Download the Correct Template for Your Region:

👉 U.S. Version (ZIP codes):
Download the U.S. Tracker Template

👉 Canada Version (Postal codes):
Download the Canada Tracker Template

Follow the steps below:

✅ Step 1: Open the Tracker Template

Click the link provided by the Home Office to open the Excel file. This file is a master template.

✅ Step 2: Create Your Own Copy

This ensures you’re not editing the master file and that all formulas, monthly tabs, and summary dashboards remain intact.

If you're using Excel on your computer:

1. Click File > Save As

2. Choose your location (e.g., Desktop or Documents)

3. Rename the file to something personal like:
   LeadTracker_YourCity_2025.xlsx

4. Click Save

If you're using Excel Online:

1. Click File > Create a Copy > Download a Copy

2. Open the downloaded file and rename it as above

We recommend in storing your lead tracker in your "team" inside the Microsoft teams app under Your Team > Accounting (so it is not sharable with anyone outside of the owners) > Files 

✅ Step 3: Begin Using Your Tracker

• Use the pre-made tabs labeled January – December

• Enter each lead on a new row for the corresponding month

• The Summary tab will automatically update with totals, averages, margins, and graphs

🚫 Please Don’t:

• Change column names, tab names, or delete any formulas

• Type in greyed-out or pre-filled formula columns

✅ Only enter data in the white input fields (customer info, revenue, lead source, etc.). All totals, closing rates, and graphs will update automatically — no need to modify the math!

If you’d like help customizing the file for your region or adding extra features, the Home Office team is here to help.