LeadFlow Small Business Dashboard

A lightweight Google Sheets and Looker Studio system for tracking leads, follow-ups, pipeline value, lead sources, and revenue.

LeadFlow Small Business Dashboard is designed for service-based businesses, freelancers, consultants, and small teams that need a clearer way to manage leads without using a full CRM.

It helps you track lead status, lead source, estimated value, actual revenue, follow-up dates, next steps, and active pipeline in one clean dashboard.

Includes:

• Google Sheets lead tracker template

• Looker Studio dashboard template

• Quick Start Guide PDF

• Sample lead data

• Template links

• Basic usage notes

Please note:

This is a DIY digital product. A Google account is required to make copies of the tracker and dashboard. Setup support is available separately through WORKFLOWS by Jessi.

This is not a full CRM or sales platform. It is a simple lead tracking and dashboard system designed for small businesses that want a lighter way to stay organized.

To keep the dashboard working properly, do not rename or delete the main tabs, column headers, or helper fields unless you are comfortable reconnecting the Looker Studio dashboard.

This template is for personal or internal business use only. You may customize it for your own business, but you may not resell, redistribute, share, or repackage the template files, dashboard links, or guide as your own product.