Free Google Sheets Lead Tracker by Smarfle
Tracking leads for small service businesses, this spreadsheet provides a comprehensive overview of inquiries, conversions, and marketing spend. Key columns include Lead ID, Date received, Service requested, Source, and Won amount, allowing users to analyze which marketing channels yield the best results. The dashboard summarizes monthly performance with metrics like conversion rates and revenue won. Additionally, it features a Marketing Spend tab to track advertising costs across various sources. Ideal for businesses in cleaning, pest control, and HVAC services, this tool simplifies lead management and performance analysis.
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The Free Google Sheets Lead Tracker by Smarfle provides a detailed overview of lead generation and marketing spend for small service businesses, with a focus on tracking inquiries and their conversion into jobs.
In November 2026, the dashboard indicates that there were 10 leads received, with 3 jobs won, resulting in a conversion rate of 20%. The revenue won for the month totaled $2,100, with Google Ads identified as the best source by won revenue. The overall cost per lead was calculated at $98.50, with a total marketing spend of $985 for the month. The average days to win a job was noted as 4.3 days.
The leads tab contains a variety of entries, starting with Sample Morgan, who had a lost lead for HVAC maintenance, received on December 10, 2025. Following that, Sample Jamie won a deep cleaning job on January 10, 2026, generating a revenue of $250. Notably, Sample Casey won a lawn mowing job on February 10, 2026, for $300, while Sample Drew's pest control service request was lost on March 10, 2026. The entries continue with Sample Alex winning a pool maintenance job for $400 on April 10, 2026, and Sample Jordan winning for HVAC maintenance on May 10, 2026, at $450.
In the November 2026 entries, Morgan Ellis received a lead on October 29, 2026, for HVAC maintenance through Google Ads, which resulted in a job worth $1,200. Jamie Reed's deep cleaning job was also won in November, with a revenue of $300, while Casey Brooks won a pest control service job for $600. Drew Bennett's lawn mowing request was lost, with a quote amount of $180. Alex West's HVAC maintenance lead was quoted but not won, and Jordan Fox's pool maintenance lead was marked as contacted.
The marketing spend tab outlines expenditures for November 2026, with Google Business Profile spending $150, Google Ads at $300, Local Services Ads at $200, and Website form at $75. Facebook or Instagram had a budget of $100, while Referral and Repeat customer sources reported no spend. Yard sign or truck spent $40, and Thumbtack or Angi allocated $120. The total marketing spend for the month amounted to $985.
The reports tab summarizes the sources of leads and their performance in November 2026. Google Business Profile received 1 lead, converting 100% into a job, with a spend of $150, resulting in a cost per lead of $150. Google Ads had 2 leads, with 1 job won, a conversion rate of 50%, and a spend of $300, leading to a cost per lead of $150. Local Services Ads and Website form each received 1 lead but did not convert into jobs. The total leads received were 10, with 2 jobs won, yielding a total revenue of $900 and a period return on spend of 0.9x.
In the settings tab, the report month is set for November 2026, with various sources and services listed, including Google Business Profile for HVAC maintenance and Google Ads for deep cleaning. The next month is scheduled to start on December 1, 2026, with a focus on tracking the performance of each source and service.
The detailed tracking of leads, marketing spend, and conversion rates provides a comprehensive view of the effectiveness of various advertising strategies for small service businesses, enabling owners to make informed decisions based on real data.