How to Track Your Sales Pipeline in Google Sheets (template walkthrough)

Template here: https://hustlesheets.mysamcart.com/checkout/deal-closer-sales-pipeline-tracking-template-google-sheets

Book a call with me here: https://clarity.fm/superbuilds.ai

In this video, I walk through a Google Sheets sales tracking spreadsheet I’m building for a client that moves leads through multiple pipeline stages using date-based statuses instead of a single dropdown.

You’ll see how I:
- Track when each stage happens
- Automatically calculate latest status and days in stage
- Move deals between pipelines without re-typing data
- Structure sheets for future dashboards and performance reporting

Chapters
0:00 Introduction - Sales Pipeline Tracker Overview
0:30 The Problem with Status Columns
1:15 Solution: Date-Based Stage Tracking
2:00 Demo: Adding Dates to Track Stages
3:15 Days Since Last Update Feature
3:45 Auto-Highlighting Current Stage
4:15 Adding a New Lead (Harry Potter Example)
5:30 Filter Views by Status
6:00 Moving Deals Between Sheets
6:30 The Problem with Retyping Data
7:00 Creating Unique IDs (Name + Address)
7:30 XLOOKUP Auto-Population Demo
8:30 Quote Pipeline Stage Tracking
9:00 Approval/Rejection Stages
9:30 Master Sheet & Looker Studio Dashboard Plans
10:15 Tracking Agent Performance & Bottlenecks
10:45 Capturing Lost Deal Reasons
11:15 Categorizing Failure Points for Dashboards
11:45 Template Availability & Setup Options
12:15 CTA: Links in Description

Видео How to Track Your Sales Pipeline in Google Sheets (template walkthrough) канала Hustlesheets