Finance

Leads Tracking Sheet

Track performance, identify loss areas

With Dashboard
Leads Tracking Sheet

Simple Overview

What It Is

GPC CRM v3 is an Excel-based SDR qualification and outreach system.

It helps teams:

  • Research companies
  • Score lead quality
  • Find decision-makers
  • Track outreach
  • Approve leads before CRM entry

Main Sheets

1. Config

Controls scoring rules and qualification logic.

Example:

  • Industry fit
  • Company size
  • Hiring activity
  • IT team size

2. Companies

Used to research and qualify companies.

SDRs:

  • add companies
  • score them
  • mark PASS or BLOCK
  • add notes

The sheet automatically filters bad-fit companies.

3. Contacts

Stores approved contacts.

Includes:

  • owner/founder details
  • outreach notes
  • approval tracking
  • CRM handoff status

Only qualified companies move here.

4. Dashboard

Tracks SDR activity and lead quality.

Shows:

  • approved leads
  • SDR performance
  • outreach progress
  • qualification stats

Workflow

  1. Research company
  2. Score company
  3. PASS or BLOCK
  4. Add contact
  5. Submit for approval
  6. Move approved lead into CRM

Benefits

  • Simple Excel workflow
  • Better lead quality
  • Less wasted outreach
  • Faster SDR review
  • Organized qualification process

Best For

  • SDR teams
  • Lead generation agencies
  • B2B outreach
  • Founder-led sales teams
  • Small operations teams